Why is Investment Performance YTD report NOT year to date?

corndog638
corndog638 Member ✭✭
edited July 2022 in Reports (Windows)
This report, when filtered by security, seems to be an IRR projection for the current calendar year. How do I get the current ugly news and not the projected disaster?

Best Answer

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Answer ✓
    This report, when filtered by security, seems to be an IRR projection for the current calendar year. How do I get the current ugly news and not the projected disaster?
    Change the period from YTD to the full year (1/1 to 12/31). That will effectively eliminate the extrapolation from the partial year to the annualized full-year value. 

Answers

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Answer ✓
    This report, when filtered by security, seems to be an IRR projection for the current calendar year. How do I get the current ugly news and not the projected disaster?
    Change the period from YTD to the full year (1/1 to 12/31). That will effectively eliminate the extrapolation from the partial year to the annualized full-year value. 
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