Investment Performance--Returns Year to Date

Gary R

I never realized that the Investment Performance Report included dividends and interest received. The Returns Year to Date also include dividends and interest received.

I found this out today when I logged on to my Fidelity and Vanguard accounts and compared the performance numbers on the brokerage accounts with market gains plus interest and dividends. They actually agreed with my Quicken performance returns.

Quicken Kristina

Hello @Gary R,

Thank you for coming to the Community to share your discovery! If you'd like to see additional information about how Quicken shows investment performance, please read this help article.

Thank you!