Indices for Growth of 10,000 graph

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MattT
MattT Member ✭✭✭✭
edited June 9 in Investing (Windows)

Are there any other indices or benchmarks available for display on the "Growth of $10,000" graph, such as a Bond index, or slightly more complicated, benchmarks for 70/30, 60/40, 50/50 investment profiles? While interesting to compare your performance to the major stock market indices, it's doubtful many portfolios consist solely of holdings in only DJIA, S&P or NASDAQ, but rather a combination, plus, likely some bonds, mutual funds, etc.

I'm certain that if no others exist, this idea would be of low interest to the Quicken developers as there's likely much less interest in something potentially useful versus the human outcry there must have been for increasing the line spacing of displayed downloaded transactions.

Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited June 9 Answer ✓
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    There is quite a long list of indexes you can add to Quicken, some more useful than others. Go to Tools > Security List then click on Add security. In the dialog that opens, click on the Indices tab to see them.

    One that I use frequently is index:SPXT, which is the S&P 500 index including reinvested dividends. The standard INX does not include dividends, despite what it says on screen in Quicken. Add it to the Watch List so prices will download.

    Also you can define any security with a valid ticker as an index and use it as a benchmark by setting the security type to Market index. For example I use VBIAX, the Vanguard Balanced Index fund, which is a 60/40 fund of US stocks and bonds. This does not include dividends, which account for about 2% per year of total return.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited June 9 Answer ✓
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    There is quite a long list of indexes you can add to Quicken, some more useful than others. Go to Tools > Security List then click on Add security. In the dialog that opens, click on the Indices tab to see them.

    One that I use frequently is index:SPXT, which is the S&P 500 index including reinvested dividends. The standard INX does not include dividends, despite what it says on screen in Quicken. Add it to the Watch List so prices will download.

    Also you can define any security with a valid ticker as an index and use it as a benchmark by setting the security type to Market index. For example I use VBIAX, the Vanguard Balanced Index fund, which is a 60/40 fund of US stocks and bonds. This does not include dividends, which account for about 2% per year of total return.

    QWin Premier subscription
  • MattT
    MattT Member ✭✭✭✭
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    Fantastic Jim! Thank you very much. I looked around only a little bit in Preferences and of course found nothing there. For all the years I've had QW, you'd think I would have stumbled onto that at some point, but not the case. Maybe if Quicken made the "Compare with:" a link with a pop-up window briefly outlining just what you did more folks might it useful.

    Thanks again!

  • MattT
    MattT Member ✭✭✭✭
    edited June 9
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    I can't get VBIAX to show up on the Growth…. graph, neither individually nor as one in the pull-down selection that S&P 500 TR INDEX is now located. I edited the VBIAX mutual fund to a market index in Security Details.

    [Edit] Wait, I closed then reopened QW and it appeared.

    Thanks

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    Note these indices are also available on the Investing Portfolio views.

    QWin Premier subscription