Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Why does the YTD Annual Return show an inaccurate percentage?

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 SuperUser, Windows Beta Beta
    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 DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    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.