Gain/Loss 12-month and Avg. Return (%) 1 - Year are Incorrect

TPerk100
TPerk100 Member ✭✭✭
edited November 2018 in Investing (Windows)
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.

Comments

This discussion has been closed.