Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

IRR after quarterly withdrawal from account

Unknown
Unknown Member
edited July 2018 in Investing (Windows)
Running Quicken 2016. I've got a deferred comp account with Vanguard.  Taking quarterly withdrawals over five years.  After the first withdrawal, Quicken is reporting a negative IRR on the account.  Looks like Quicken is reducing the value of the account (due to quarterly withdrawal) like the market went down.  How do I get this reported accurately?

Comments

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited May 2018
    More info needed.  

    Where are you getting this IRR value -- portfolio view or Avg Ann Return report?
    For what period of time?
    What about for other time periods?
    Do the Beginning Mkt Value and Ending Mkt Value appear correct?
    Are there other transactions besides the withdrawal?
    Are there multiple securities?
    How was the withdrawal processed - sale of security and cash out as separate transactions?
Sign In or Register to comment.

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories