YCharts Status

Resolved: This incident has been resolved. Thank you for your patience and we apologize for the inconvenience this caused you.

YCharts Team

Monitoring: All performance data has been fully processed and we are actively monitoring the previously impacted securities and model portfolios.

This will be our final update. Thank you for your patience and we apologize for the inconvenience this caused you.

YCharts Team

Identified: UPDATE 10:46 AM ET:

• All Non-Portfolio performance data has been fully restored (Mutual Funds, ETFs, and CEFs).
• 50% of portfolios have completed recalculating. The remaining portfolios are in progress and should finish within a few hours.

We will send an update when all portfolios have completed recalculating. Thanks again for your patience.

YCharts Team

Identified: UPDATE 9:42 AM ET:

• All Stock, ETF and CEF performance data has been fully restored
• Mutual Fund performance data will be completed by 10:30 A.M. ET
• Model Portfolios will be recalculated immediately after the Mutual Fund performance data is fully restored

Thank you for your patience.

YCharts Team

Investigating: We are investigating a data delay overnight that impacted our ability to retrieve most equity, fund, and model portfolio performance data, including May 20th pricing. We are actively restoring this data and processing calculations. We do not have an ETA at this time, but will continue to post updates as they become available.

We apologize for the inconvenience and appreciate your patience.

YCharts Team