2021 Investment Rate of Return: Quicken vs. Fidelity
What are some of the factors that would cause the Fidelity and Quicken rates of return to differ? I have a number of Fidelity accounts and the rates of return on the Fidelity website agree with the Quicken values (Investment Account Performance - Last Year) in some instances but not all. Here are some examples for Quicken (Fidelity): 27.27% (27.27%); 26.64% (26.40%); 3.24% (2.18%); 16.92% (13.06%); 3.77% (4.68%).
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