Why is Investment Performance YTD report NOT year to date?

corndog638

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?

q_lurker

corndog638 said:

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. 

q_lurker

corndog638 said:

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.