Why does the YTD Annual Return show an inaccurate percentage?

craig.
craig. Member ✭✭✭
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.

Best Answers

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Try setting the end of the YTD period to be 12/31.  What you're getting is an extrapolation of part year returns.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • craig.
    craig. Member ✭✭✭
    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?
This discussion has been closed.