Tracking 401k performance?

JF73 Member ✭✭
edited February 2023 in Investing (Windows)
Is there a way to track the year-over-year performance of my 401(k) account? Under the Investing tab I do see all of the index funds in my 401(k) portfolio, and I see their current Market Value. But how do I see the Market Value Change, or Gain/Loss, over periods of time?


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    In the Investing > Portfolio views, you can use the Customize button to add columns that show various performance measures. 

    The ones I find most useful are the Avg Annual Return (%) 1, 3, and 5 year columns. These do an IRR calculation, taking into account the timing of deposits, withdrawals, distributions, and share value changes.

    The same calculations are available in the Investment Performance Report.
    QWin Premier subscription
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