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Customizable Holding Period Returns

Can Quicken calculate simple Holding Period Returns for an Account from a specified Start Date to a specificed End Date? Investment Performance Reports do this, but using Annualized IRR as the performance metric. I can see ROI, which appears to be a Holding Period Return (by security and/or Account) in the Portfolio View, for any specified "As of" or End Date, but I can't specify the Start Date for that as well. So perhaps it isn't possible (or am I missing something)?

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Answers

  • gwwilliams3
    gwwilliams3 Member ✭✭
    Yes, I can calculate it manually from that report: (Beginning Value + Net Change in Value)/Beginning Value. Thanks.
  • gwwilliams3
    gwwilliams3 Member ✭✭
    Or rather: Net Change in Value/Beginning Value. Sorry about that!
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