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Why is Investment Performance YTD report NOT year to date?

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?

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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.

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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.

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