Gain/Loss 12-month and Avg. Return (%) 1 - Year are Incorrect
TPerk100
Member ✭✭✭
Win 10 Pro, Q17 Premier, but same problem has been with previous versions as well.
Purchased annuity in 2011. Not knowing how to do it any better, I created an investment account named "Annuity." I bought one share of ABC Annuity. The annuity value cannot be downloaded, so I periodically (about once every couple of months) go to Price History and update it with current value.
Problem is that Portfolio View, Gain/Loss 12-Month shows entire gain since 2011 and Avg. Annual Return (%) 1-Year shows total return since 2011.
i suspect I am doing something wrong, but I do not know what it is. Any help will be appreciated.
Purchased annuity in 2011. Not knowing how to do it any better, I created an investment account named "Annuity." I bought one share of ABC Annuity. The annuity value cannot be downloaded, so I periodically (about once every couple of months) go to Price History and update it with current value.
Problem is that Portfolio View, Gain/Loss 12-Month shows entire gain since 2011 and Avg. Annual Return (%) 1-Year shows total return since 2011.
i suspect I am doing something wrong, but I do not know what it is. Any help will be appreciated.
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