on the investing page - how is avg annual return calculated? (windows classic on pc)

Question

this is what Q shows for MIAZX

only had the fund for two  months - system shows -5.06 1 yr and 5 yr return.

this is what Morningstar shows

market value/cost shows a 1.6% loss to date (2 months) so I am confused as to how Q comes up with -5.06    %

leonard kearney · Answer

agree, thank you.

q_lurker · Answer

Primarily, Quicken is extrapolating your actual 2-month loss to a 12-month (annual) value.  Since you do not have 5-years of data, it repeats what it has from the shorter period (a poor choice in my opinion).