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Help in Excel with a performance report that shows the following fields for the Top 5 performing investments for the quarter and the Bottom 5

Help in Excel with a performance report that shows the following fields for the Top 5 performing investments for the quarter and the Bottom 5 performing investments for the quarter. Please include the following fields in the report:
Account Name Asset Class Market Value Percent of Total Month 3 Months Fiscal YTD 1 Year YTD Annualized 2 Years Annualized 3 Years Annualized 5 Years Annualized 10 Years

Source Account Number Source Account Name Market Value Percent of Total Month 3 Months Fiscal YTD 1 Year YTD Annualized 2 Years Annualized 3 Years Annualized 5 Years Annualized 10 Years
DUMMYPLAN1 Total Portfolio 15,679,694,191.38 100.00% 0.33 0.39 4.78 13.82 - 2.01 15.54 11.87 10.12 8.87
DUMMYACCOUNT3 Investment0102 4,771,305,826.44 30.43% - 1.62 - 2.65 - 1.13 - 6.37
DUMMYACCOUNT4 Investment1502 1,167,081,058.72 7.44% 1.99 - 2.96 - 5.44 1.47 - 6.10
DUMMYACCOUNT5 Investment0002 930,554,432.34 5.93% - 1.71 - 2.68 - 1.11 9.09 - 6.41
DUMMYACCOUNT6 Investment0702 825,127,238.90 5.26% 0.14 - 2.67 - 5.47 1.33 - 6.60
DUMMYACCOUNT7 Investment1102 588,283,783.35 3.75% 1.00 1.00 18.32 27.76 1.00 15.33
DUMMYACCOUNT8 Investment0002 453,260,715.82 2.89% - 8.17 - 32.80 - 28.18 - 20.72 - 29.78 0.27 5.45 16.03 14.83
DUMMYACCOUNT9 Investment1202 425,502,286.02 2.71% 1.00 1.00 23.16 59.53 1.00 29.71
DUMMYACCOUNT10 Investment0802 290,606,438.47 1.85% - 2.07 - 1.90 - 6.70 5.36 - 5.71 22.31 12.24
DUMMYACCOUNT11 Investment6802 215,172,881.00 1.37% 1.00 0.47 54.19 128.70 1.00
DUMMYACCOUNT12 Investment3902 181,427,129.56 1.16% 11.22 10.28 12.97 27.08 10.28 29.61 25.10 45.28
DUMMYACCOUNT13 Investment4802 172,439,694.00 1.10% 5.86 5.37 25.93 30.28 5.86 28.03
DUMMYACCOUNT14 Investment1802 156,419,732.00 1.00% 16.02 16.02 57.28 85.07 16.02
DUMMYACCOUNT15 Investment2102 154,462,431.97 0.99% 1.00 1.00 27.09 122.68 1.00 91.66 64.27 42.17 27.36
DUMMYACCOUNT16 Investment5702 152,541,244.00 0.97% 22.23 22.23 54.05 88.33 22.23
DUMMYACCOUNT17 Investment6602 146,292,242.00 0.93% 1.00 1.00 11.58 23.43 1.00
DUMMYACCOUNT18 Investment4602 140,122,695.00 0.89% 1.00 0.89 18.59 45.22 0.89 14.41 - 1.40
DUMMYACCOUNT19 Investment5002 128,052,065.00 0.82% 6.32 6.32 41.59 75.85 6.32 42.77
DUMMYACCOUNT20 Investment3702 125,132,385.84 0.80% 1.20 22.77 39.40 69.84 22.21 47.26 36.18 28.52
DUMMYACCOUNT21 Investment6502 117,303,002.00 0.75% 3.57 1.90 21.03 72.84 2.99
DUMMYACCOUNT22 Investment5802 110,245,811.00 0.70% 1.89 1.89 26.00 44.64 1.89
DUMMYACCOUNT23 Investment4702 109,874,109.00 0.70% 1.00 0.53 20.08 31.88 1.00
DUMMYACCOUNT24 Investment0702 109,663,199.00 0.70% 8.12 7.86 35.41 79.22 8.12 39.99 40.84 14.79 16.90
DUMMYACCOUNT25 Investment5502 109,001,715.00 0.70% 1.00 0.20 37.15 64.35 0.32 24.89
DUMMYACCOUNT26 Investment1902 107,297,908.00 0.68% 1.00 1.00 9.70 96.10 1.00 62.25 44.64 33.33 25.62
DUMMYACCOUNT27 Investment4102 106,822,649.00 0.68% 1.00 1.00 24.38 50.74 1.00 26.87 25.46
DUMMYACCOUNT28 Investment1002 106,064,878.08 0.68% 1.00 1.00 5.64 20.56 1.00 114.11 104.00
DUMMYACCOUNT29 Investment4302 103,707,842.52 0.66% 1.20 10.75 17.89 23.59 9.63 15.21
DUMMYACCOUNT30 Investment4502 101,241,888.00 0.65% 1.00 1.00 21.12 71.55 1.00 36.53 33.17
DUMMYACCOUNT31 Investment4402 99,727,415.49 0.64% 1.00 13.85 31.12 85.68 1.00 43.16 45.63
DUMMYACCOUNT32 Investment3802 99,416,895.00 0.63% 2.79 2.79 12.14 37.33 2.79 18.07 16.27 18.82
DUMMYACCOUNT33 Investment4902 98,336,828.00 0.63% 1.00 1.00 65.20 106.01 1.00
DUMMYACCOUNT34 Investment2002 94,981,863.00 0.61% 1.00 1.00 32.02 45.70 1.00
DUMMYACCOUNT35 Investment5202 94,171,731.00 0.60% 1.00 1.00 31.71 55.20 1.00 19.61
DUMMYACCOUNT36 Investment5902 91,758,183.00 0.59% 1.00 1.00 16.15 93.99 1.00
DUMMYACCOUNT37 Investment6902 87,344,719.00 0.56% 0.44 0.44 46.39 0.44
DUMMYACCOUNT38 Investment2202 82,324,865.00 0.53% 1.00 3.03 10.47 19.03 1.00 1.17 9.34 9.36 7.73
DUMMYACCOUNT39 Investment6002 82,198,612.00 0.52% 1.00 - 0.21 16.74 22.35 1.00
DUMMYACCOUNT40 Investment7902 80,944,268.00 0.52% 1.00 - 2.21 - 0.36
DUMMYACCOUNT41 Investment0002 80,060,160.00 0.51% 1.00 1.00 5.90 17.90 1.00 10.12 10.00 12.70 12.18
DUMMYACCOUNT42 Investment1302 78,767,858.00 0.50% 1.00 1.00 52.86 86.81 1.00 37.18
DUMMYACCOUNT43 Investment2102 74,141,263.00 0.47% 1.00 6.13 15.41 55.71 6.13
DUMMYACCOUNT44 Investment4002 73,605,839.37 0.47% 3.99 32.61 62.05 73.75 29.99 54.45 28.12 26.26
DUMMYACCOUNT45 Investment5102 70,322,463.92 0.45% 1.00 1.00 20.44 114.28 1.00
DUMMYACCOUNT46 Investment5602 69,179,954.21 0.44% 1.00 7.81 56.31 79.50 1.00 33.02
DUMMYACCOUNT47 Investment3402 68,846,592.00 0.44% 4.21 4.21 0.46 - 3.35 4.21 2.31 9.36 7.32
DUMMYACCOUNT48 Investment7702 68,324,273.00 0.44% - 0.82 - 0.82 - 0.82
DUMMYACCOUNT49 Investment1402 67,406,695.00 0.43% 1.00 1.00 35.60 55.23 1.00 22.51
DUMMYACCOUNT50 Investment6102 66,425,495.00 0.42% 1.00 1.00 30.10 20.21 1.00
DUMMYACCOUNT51 Investment7602 62,164,815.00 0.40% 1.00 - 0.62 - 5.24 1.00
DUMMYACCOUNT52 Investment6302 61,514,380.00 0.39% 3.38 3.38 3.38
DUMMYACCOUNT53 Investment5402 60,479,274.00 0.39% 1.00 1.00 1.64 2.14 1.00
DUMMYACCOUNT54 Investment0802 58,408,553.00 0.37% 1.00 1.00 14.52 15.53 1.00 2.99 6.03 7.25 3.07
DUMMYACCOUNT55 Investment1902 58,285,475.00 0.37% 1.00 1.00 0.96 0.91 1.00 0.98
DUMMYACCOUNT56 Investment6702 58,018,515.55 0.37% 20.93 20.44 80.46 342.06 19.22
DUMMYACCOUNT57 Investment3502 57,322,212.11 0.37% 1.00 - 2.54 10.56 60.01 1.00 39.64 36.68 28.80
DUMMYACCOUNT58 Investment1002 56,728,196.39 0.36% 1.00 1.00 5.02 72.82 1.00 46.05 33.50 24.45 20.37
DUMMYACCOUNT59 Investment6202 55,229,056.90 0.35% 1.20 0.81 10.42
DUMMYACCOUNT60 Investment7302 52,189,358.00 0.33% 1.00 - 0.84 2.34 - 0.62
DUMMYACCOUNT61 Investment1502 51,642,139.00 0.33% 1.00 1.00 21.00 114.19 1.00 16.22
DUMMYACCOUNT62 Investment1402 51,033,136.43 0.33% 1.00 28.41 49.57 85.60 1.34 51.45 32.91 19.90 12.94
DUMMYACCOUNT63 Investment1602 50,635,581.00 0.32% 1.00 1.00 - 3.04 6.53 1.00 - 0.04
DUMMYACCOUNT64 Investment2302 50,441,626.95 0.32% 1.00 - 18.94 - 7.87 - 1.84 - 18.94 - 4.77 - 12.97 - 15.49 - 7.85
DUMMYACCOUNT65 Investment7202 49,326,101.00 0.31% 0.31 0.11 0.31
DUMMYACCOUNT66 Investment1102 49,113,357.00 0.31% 11.08 9.15 16.59 29.99 11.08 13.23 14.34 8.15 22.93
DUMMYACCOUNT67 Investment0002 48,672,032.98 0.31% 1.46 0.75 - 1.88 - 4.45 0.10 43.38 29.15 22.39
DUMMYACCOUNT68 Investment3602 47,068,606.69 0.30% 1.00 2.99 56.70 80.50 2.99 28.34 13.59 13.38
DUMMYACCOUNT69 Investment0202 44,764,014.42 0.29% 1.48 0.85 - 3.62 - 6.43 0.21 - 8.78 - 4.49 1.12
DUMMYACCOUNT70 Investment8402 44,115,903.00 0.28% - 0.83 - 0.83 3.47 29.25 - 0.83 16.56 11.57 21.90 17.66
DUMMYACCOUNT71 Investment0002 44,068,924.20 0.28% 2.06 1.13 - 3.89 - 6.82 0.49 - 6.42 - 4.08
DUMMYACCOUNT72 Investment0002 43,321,103.17 0.28% 1.38 1.02 - 5.52 - 7.98 - 0.13
DUMMYACCOUNT73 Investment8002 43,109,686.00 0.27% 1.00 55.36 88.74 1.00
DUMMYACCOUNT74 Investment8102 43,012,124.00 0.27% 1.00 1.00
DUMMYACCOUNT75 Investment0002 43,001,779.78 0.27% 1.33 0.77 - 2.74 - 5.99 0.27 - 5.85 - 3.51
DUMMYACCOUNT76 Investment0102 42,944,410.95 0.27% 1.40 0.67 - 3.08 - 5.85 0.07 34.42 22.00 15.77
DUMMYACCOUNT77 Investment8202 42,219,303.00 0.27% 1.00 1.00
DUMMYACCOUNT78 Investment7002 40,798,309.00 0.26% 1.00 - 1.95 6.93 63.80 1.00
DUMMYACCOUNT79 Investment2602 40,224,236.00 0.26% 1.00 1.00 26.12 70.39 1.00 35.68 25.11 15.52 14.41
DUMMYACCOUNT80 Investment0202 40,083,774.63 0.26% 1.44 0.59 - 2.53 - 6.20 0.46 - 10.15 - 7.19
DUMMYACCOUNT81 Investment7402 39,812,272.00 0.25% 1.00 8.05 - 1.23 0.84
DUMMYACCOUNT82 Investment0402 38,474,819.30 0.25% 1.20 3.57 11.35 10.47 4.80 5.40 - 3.74 4.11 8.82
DUMMYACCOUNT83 Investment5302 38,059,196.32 0.24% 1.00 0.22 2.38 12.65 1.00 3.37
DUMMYACCOUNT84 Investment0902 37,981,645.00 0.24% - 0.38 - 0.38 50.92 59.26 - 0.38 82.54 66.23 40.92 24.99
DUMMYACCOUNT85 Investment1202 37,952,173.63 0.24% 1.00 1.00 1.00 1.00 1.00 - 41.55
DUMMYACCOUNT86 Investment2702 37,562,286.00 0.24% 1.00 - 0.44 27.49 80.30 - 0.44 46.59 70.87 63.12
DUMMYACCOUNT87 Investment2002 35,821,148.00 0.23% 1.00 1.00 14.48 37.46 1.00 57.95 27.66 15.87 26.44
DUMMYACCOUNT88 Investment0102 33,755,640.11 0.22% 1.33 0.39 - 3.33 - 9.01 0.39 - 19.83 - 13.74
DUMMYACCOUNT89 Investment0002 33,128,086.61 0.21% 1.20 0.79 - 4.29 - 13.06 - 0.23
DUMMYACCOUNT90 Investment0302 31,680,197.67 0.20% 1.00 0.94 - 0.85 0.27 1.00 - 22.57 - 21.98
DUMMYACCOUNT91 Investment7802 31,379,957.00 0.20% 1.00 - 46.48 1.00
DUMMYACCOUNT92 Investment7102 31,220,565.00 0.20% 1.00 - 10.74 - 38.28 - 10.74
DUMMYACCOUNT93 Investment6402 29,636,964.57 0.19%

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