Investment Performance- Year to Date report

Chappy
Chappy Member ✭✭
It would be nice if quicken could add this in a column for this report
Determining Percentage Gain or Loss
Take the Beg Mkt Val and subtract the End Mkt Value.
Take the gain or loss from the investment and divide it by the original amount or Beg Mkt Value.
Finally, multiply the result by 100 to arrive at the percentage change in the investment.

To me average annual return % is not of any help

Comments

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    The column "Gain/loss as a percentage of cost basis" in the Portfolio view doesn't do it for you?  Using the Beg Mkt Val and End Mkt Value to derive anything (presumably the "gain or loss" you mention) completely ignores all the activity between those to dates, particularly Buys and Sells, and can be a fairly meaningless number in the face of a lot of activity in the security or Account.
  • Chappy
    Chappy Member ✭✭
    Thank You for your input, unfortunately cost basis is a very inaccurate # for me due to my lack of understanding its concept. So I have been probably inputting my data in correctly for the past 14 years and would be impossible to correct at this point. So the average annual return % seems to works great for previous years, YTD is a bit more tricky like the amount invested YTD.
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