Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Investing (Windows)
The Investing Average Return for YTD, 1-YR, 3-YR work properly. 5-YR is not working
Randall W. Swan
The 5-YR calculation yields the same number as the 3-YR calculation for all stocks and mutual funds
Find more posts tagged with
Investments
Accepted answers
All comments
Jim_Harman
Have you held these securities for more than 3 years?
For securities purchased after the starting date of the analysis, the performance calculation starts on the purchase date.
Randall W. Swan
Just started. 5 yr avg = 3 yr avg for every stock and mutual fund. Created a new quicken file, same results
Jim_Harman
See my previous reply. If the purchase date in Quicken for a security was say 2 years ago, then the 3-year and 5-year Avg Annual Return will be computed from the purchase date and will be the same.
Randall W. Swan
Yes, I understand that. For about a week, all of my stocks & mutual funds showed the same 3 yr and 5 ry returns, regardless of the time of purchase. A recent update appears to have corrected the issue.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
