Why doesn't Return % YTD show at the account or view level

Ellary Kahan

Why doesn't Return % YTD show at the account or view level? It's there for each security and total Return and Return % are also at both levels.

Jim_Harman

Quicken's Return (%) values are downloaded with the quote data and do not reflect your personal performance, thus they are not meaningful at the account level.

For performance periods of less than one year, I recommend you use the ROI (%) numbers.

For more info, see
https://www.quicken.com/support/about-key-investment-performance-calculations-used-quicken
or the in-product Help (search for "Investment performance")

Jim_Harman

Quicken's Return (%) values are downloaded with the quote data and do not reflect your personal performance, thus they are not meaningful at the account level.

For performance periods of less than one year, I recommend you use the ROI (%) numbers.

For more info, see
https://www.quicken.com/support/about-key-investment-performance-calculations-used-quicken
or the in-product Help (search for "Investment performance")