if the initial period is less than a full year initial, returns, through, period, annual

LPoulin133

Prior to 2011, how to handle the composite return if the initial period is less than a full year?


For your convenience...
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Presentation and Reporting
5.A.1

c. For COMPOSITES with a COMPOSITE INCEPTION DATE of 1 January 2011 or later,
when the initial period is less than a full year, returns from the COMPOSITE
INCEPTION DATE through the initial annual period end.

d. For COMPOSITES with a COMPOSITE TERMINATION DATE of 1 January 2011 or
later, returns from the last annual period end through the COMPOSITE
TERMINATION DATE.