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How do I fix errors in Portfolio view of Mutual funds
Ben12
Member ✭✭
On many of my American funds the Average Annual return for 1 year, 5 year and 10 year are identical in Investing/Portfolio/mutual funds. This clearly is an error. Any ideas on how to fix?
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Best Answers
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Jim_Harman
SuperUser ✭✭✭✭✭
This a result of Quicken's Internal Rate of Return (IRR) calculation behind the Average Annual Return.
A few years ago the Portfolio views showed N/A if you did not hold the security at the start of the analysis period, but now it shows the result of the calculation, which is technically correct but may be confusing.-- Jim QWin Premier subscription5 -
Jim_Harman
SuperUser ✭✭✭✭✭
If you want to see the returns of your securities without regard to your transaction history, you should use the Return (%) columns, which use downloaded data and should match Morningstar's data for mutual funds.
Unfortunately this data is sometimes missing or out of date for stocks and ETFs.-- Jim QWin Premier subscription5
Answers
A few years ago the Portfolio views showed N/A if you did not hold the security at the start of the analysis period, but now it shows the result of the calculation, which is technically correct but may be confusing.
Unfortunately this data is sometimes missing or out of date for stocks and ETFs.