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Calculation of outyear investment security returns
Larry Tripp
Member ✭
I just recently transitioned from Quicken 2013 to a subscription. In the 2013 version, the outyear security returns (3 and 5 yr) were shown as N/A if the security had not been held for that period of time. In the subscription version the outyear returns are shown as the same as the 1 year return when the security has not been held for 3 or 5 years.
Is there a way to reset the calculation method so that 3 and 5 year returns are not calculated when the security has been held for a shorter period?
Is there a way to reset the calculation method so that 3 and 5 year returns are not calculated when the security has been held for a shorter period?
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Answers
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I'm not able to reproduce the issue you've described. Outyear security returns are still being shown as N/A if the security had not been held for that period of time.
Perhaps you're referring to the IRR? If so, I believe the change was introduced in Quicken 2018 and there is no option to disable it. I think the IRR calculation is correct.0
