Disclosures

Alca Wealth is a research and analysis tool for financial advisors. It does not provide investment advice, and no regulatory status is claimed. Figures shown are for research and are not a recommendation to buy or sell any security.

The primary performance figure across the app is price change: for ETFs the raw closing price (split-adjusted, dividends excluded); for mutual funds the raw NAV (distributions excluded), computed as ending price divided by starting price, minus one. It is not total return, and it is not annualized. Where history is insufficient, the figure is shown as Unavailable rather than zero.

Past performance does not guarantee future results.