The invest perform report shows the "Annual Average Return". Is there a way to view return YTD % ?

doris233

The investment performance report shows the "Annual Average Return" which is the IRR. Is there a way view an absolute period to date percentage return?

Jim_Harman

Right, Investing > Portfolio.

Next to Show: pick the view you want to customize.
Click the Customize button and you will see a long list of columns. Pick for example ROI (%) YTD then click Add and OK. You can also select which accounts and securities to include in the view.

What I meant is that all of the ROI (%) columns are the straight percentage return, not annualized.

Jim_Harman

You can set a shorter period in the investment performance report, but the IRR is annualized so it assumes for example that YTD changes will continue for the rest of the year.

I prefer the ROI (%) numbers for shorter periods.

doris233

Thanks, I would like to see Period to date changes in a percent without having it annualize. Is there a way to view that number in any report?

Jim_Harman

In the Portfolio views, there is a column for non-annualized ROI (%) YTD where the ending date defaults to today. Changing the As of date changes the ending date.

If you want a different starting date, click on the Options gear then Portfolio preferences and set the starting date. Then the plain ROI (%) column will show the number for that period. Note that Quicken remembers this starting date so to avoid confusion in the future you may want to change it back to the default of Earliest to Date when you are done.

You can print or export this data by selecting File > Print Portfolio or clicking Ctrl-P.

There is some disagreement about whether the ROI (%) numbers are useful for groups of securities when there is trading activity during the period. See this discussion:
https://community.quicken.com/discussion/7864889/account-level-amount-invested-and-roi-are-calculated-incorrectly-when-a-security-is-sold

doris233

The portfolio view is under the investing tab, right? Also I don't see an option for non-annualized ROI (%) under the options; customize view? Can you advise? Thanks so much

Jim_Harman

Right, Investing > Portfolio.

Next to Show: pick the view you want to customize.
Click the Customize button and you will see a long list of columns. Pick for example ROI (%) YTD then click Add and OK. You can also select which accounts and securities to include in the view.

What I meant is that all of the ROI (%) columns are the straight percentage return, not annualized.

doris233

Thank you, would be nice if it that option was available in investment performance reports.

Jim_Harman

One other note on this: If you set the date range for the Investing Performance report to Annual and Current Year, it will do the IRR calculation assuming that the selected securities are unchanged for the rest of the year.

This is basically the same as the YTD non-annualized change and is often a better assumption than the YTD calculation, which assumes that the YTD trend will continue for the rest of the year.

doris233

Thanks, by annual, you mean yearly and then current year. I don't see an annual option. This worked though. I guess if I look at a full year (ie: last year) it will show actual as well. Would be also nice to look at actual as the year progress by quarter.
Thanks again

Jim_Harman

Sorry, yes - yearly and current year. You could also choose Last 12 months which should match the Avg. Annual Return (%) 1-year column in the Investing > Portfolio views. Make sure the security and account selections are the same in both places. 

You can get the same YTD result in the Portfolio views by setting the As of date to 12/31/2020 and looking at the Avg. Annual Return (%) 1-year column.