Why does the YTD Annual Return show an inaccurate percentage?
craig.
Member ✭✭✭
The YTD annual returns for my stocks & mutual funds show outrageous returns, in excess of 4 times the actual percentage difference from the first of the year.
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Best Answers
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In other words in a YTD report it is assuming that the performance so far this year will continue for the rest of the year. That is a good assumption for CD but probably not for a stock fund .
For a non annualized performance number, look at the ROI column in the investing performance views.QWin Premier subscription6
Answers
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Try setting the end of the YTD period to be 12/31. What you're getting is an extrapolation of part year returns.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
I'm just using the Avg. Annual Return (%) YTD from Quicken's Customize Current View, letting quicken set and perform whatever calculations needed. If it is supposed to be YTD, why is Quicken extrapolating anything?0
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In other words in a YTD report it is assuming that the performance so far this year will continue for the rest of the year. That is a good assumption for CD but probably not for a stock fund .
For a non annualized performance number, look at the ROI column in the investing performance views.QWin Premier subscription6
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