Why does the YTD Annual Return show an inaccurate percentage?

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


  • NotACPA
    NotACPA 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?
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