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Quicken Classic for Windows
Investing (Windows)
Why does the YTD Annual Return show an inaccurate percentage?
craig.
The YTD annual returns for my stocks & mutual funds show outrageous returns, in excess of 4 times the actual percentage difference from the first of the year.
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q_lurker
craig
said:
If it is supposed to be YTD, why is Quicken extrapolating anything?
It is YTD, annualized. To get an annualized value from a shorter (less than a year) period, the calculation effectively extrapolates.
Jim_Harman
In other words in a YTD report it is assuming that the performance so far this year will continue for the rest of the year. That is a good assumption for CD but probably not for a stock fund .
For a non annualized performance number, look at the ROI column in the investing performance views.
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NotACPA
Try setting the end of the YTD period to be 12/31. What you're getting is an extrapolation of part year returns.
craig.
I'm just using the Avg. Annual Return (%) YTD from Quicken's Customize Current View, letting quicken set and perform whatever calculations needed. If it is supposed to be YTD, why is Quicken extrapolating anything?
q_lurker
craig
said:
If it is supposed to be YTD, why is Quicken extrapolating anything?
It is YTD, annualized. To get an annualized value from a shorter (less than a year) period, the calculation effectively extrapolates.
Jim_Harman
In other words in a YTD report it is assuming that the performance so far this year will continue for the rest of the year. That is a good assumption for CD but probably not for a stock fund .
For a non annualized performance number, look at the ROI column in the investing performance views.
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