3 & 5 Year Average Annual IRR Calculations

Boatnmaniac

When I had Quicken 2016 (and with earlier versions) and there was insufficient historical securities holdings data to calculate the average annual 3-yr and 5-yr IRR's, Quicken would show "N/A" in those columns in the Portfolio view.  That was logical and not confusing. 

When I upgraded to subscription a little over a year ago I noticed Quicken now shows the 1-yr IRR number in those 3-yr and 5-yr columns. 

It is not only confusing to do that but it contradicts what Quicken Help says should be shown there (Quicken Help indicates it should show "N/A").  I've seen several users make similar comments in Community so I know it's not just me that finds this frustrating.

Can we get this fixed so "N/A" shows up, again?

Boatnmaniac

I should have also noted that when there is enough data to calculate the 3-yr annual avg IRR but not enough to calculate the 5-yr annual avg IRR Quicken will simply roll forward the 3-yr IRR number into the 5-yr column instead of putting "N/A" there.  This requested fix should also be applied to this scenario, too.

Mike Craig

This is exactly my experience. Quicken 2017 did not return results for which the time period did not exist.

Boatnmaniac

Mike Craig - If you want this changed, please use the voting button above.  The more people who vote for it, the more likely Quicken will address it.