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Portfolio View Values

Are Average Annual Return figures in Portfolio view based on my actual transactions or are they based on average returns for securities for the designated period?


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Average annual returns are annualized and based on your transactions. The values should be the same as the Investment Performance Report for the same period.
    QWin Premier subscription
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