Investment performance

When an investment is held for less than a year, Quicken should NOT annualize performance, it is meaningless to see an annualized performance. SEC requires this for mutual fund performance
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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    The ROI (%) columns in the Investing > Performance views are not annualized and are a good measure of short term performance. They do have some limitations, however, which we could discuss if you are interested.

    Also, for YTD performance you can set the date range in the Investing Performance Report to Yearly and Current year. Because Quicken assumes the share price will be constant for the rest of the year, you will get a non annualized result.
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