Portfolio View Values

vitreous
vitreous Quicken Windows 2017 Member ✭✭
in Investing (Windows)
Are Average Annual Return figures in Portfolio view based on my actual transactions or are they based on average returns for securities for the designated period?

Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Average annual returns are annualized and based on your transactions. The values should be the same as the Investment Performance Report for the same period.
    QWin Premier subscription

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