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In Investing Tab, what is formula for Gain/Loss figure in Portfolio?

In Investing Tab, does the Gain/Loss figure in Portfolio account for cash divs or reinvested divs?

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  • vitreousvitreous Member
    Is there a Quicken parameter that would include cash dividends over time in the calculated overall gain from stocks and mutual funds?
  • vitreousvitreous Member
    Is there a Quicken parameter that would include cash dividends over time in the overall gain from stocks and mutual funds?
  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    vitreous said:
    Is there a Quicken parameter that would include cash dividends over time in the calculated overall gain from stocks and mutual funds?
    Yes, that is the Avg Annual Return columns in the Investing Portfolio views or the Investment Performance Report.
    -- Jim QWin Premier subscription
  • q_lurkerq_lurker SuperUser ✭✭✭✭✭
    The Average Annual Return figures (portfolio view or Investing Performance Report) do include effects of dividends (and similar income), and are presented as a percent return, whereas Gain/Loss is a dollar amount figure. 

    Return (in various forms via portfolio views) is also a dollar figure and will include dividends and similar income.  It will also include the Realized gain/loss from sales of shares of a security.  So it is not the "return" on the current shares held, but rather the return on the shares owned at some time during the relevant period. 

    IMO, Average Annual Return is the best universal measure of investment performance that Quicken offers.        
  • SherlockSherlock SuperUser ✭✭✭✭✭
    If you haven't already, you may want to review the built-in documentation on the topic: press F1



    Quicken user since 1997
    Premier on Windows 10
  • vitreousvitreous Member
    Do you know why "Return % 5 Year" has values only for Mutual Funds in Portfolio view? Value are there for common stocks.
    Thank you.
  • FrankxFrankx SuperUser ✭✭✭✭✭
    My understanding is that Quicken downloads that data from third party financial information provider and that those figures are static - i.e. they are not calculated based on  (or related in any way to) your investment transactions.

    Frankx


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