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How to get return (%) on my investment including all dates

Ajay

Under the Investing tab, is there a way to get the average annualized return for ALL dates since the date of investing. I can use ARR only for a specific number of years (1, 3, 5) but not for the dates I started investing in.

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Jim_Harman

I think you will find that if the start date is prior to your initial investment, the AAR is computed from the initial investment date.

For example if you have held a security for 1.5 years, the 3 and 5 year returns will be the same.

If you want to see the AAR for a date range other then the fixed ranges in the Portfolio view, you can set a custom date range in the Investing > Investment Performance report.

Jim_Harman

Also you must be careful about the names of the various performance measures in Quicken. Return (%) is not the same as Avg. Annual Return (%).

Ajay

Thanks @Jim_Harman. I am currently using the "Investment Performance Report" to achieve this but it would be great if AAR can show it under the "Investing > Performance" and "Investing > Portfolio" tab for a quick glance rather than generating the report.

Ajay

Jim_Harman said:

Also you must be careful about the names of the various performance measures in Quicken. Return (%) is not the same as Avg. Annual Return (%).

Got it.

q_lurker

Ajay said:

Under the Investing tab, is there a way to get the average annualized return for ALL dates since the date of investing. I can use ARR only for a specific number of years (1, 3, 5) but not for the dates I started investing in.

I suggest you vote up this idea:
https://community.quicken.com/discussion/7875558/investment-portfolio-view-include-arr-for-all-dates

Ajay

@q_lurker , done.