New investment account shows 1, 3, and 5 year average annual return

Brian14
Brian14 Member
edited April 15 in Investing (Windows)
Created a new investment account with multiple mutual funds. This new account was established and investments made within the last month. I would expect the performance report for 1, 3, and 5 year average annual return to state N/A but rather it reports the some percentage (46.31%) for each period. Not sure how the calculation determines the percentage with insufficient data. How do I correct these reports?

Update: I created a test file with the a single brokerage account. I experience the same report with each period calculated and only data available for the last month.

Best Answer

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Accepted Answer
    You are seeing a change in recent years from prior behavior.  Used to be that N/A would show for any period if you did not hold the security at the beginning of the period.  Some (many?) users complained about that policy.  The programmers  altered the approach to show the return from when the security was added (if it was not there at the beginning of the period). 

    Both approaches have their pros and cons, their advocates and detractors.    

Answers

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Accepted Answer
    You are seeing a change in recent years from prior behavior.  Used to be that N/A would show for any period if you did not hold the security at the beginning of the period.  Some (many?) users complained about that policy.  The programmers  altered the approach to show the return from when the security was added (if it was not there at the beginning of the period). 

    Both approaches have their pros and cons, their advocates and detractors.    
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