Why is Investment Performance YTD report NOT year to date?

corndog638 Quicken Windows 2017 Member ✭✭

June 2022 edited July 2022 in Reports (Windows)

This report, when filtered by security, seems to be an IRR projection for the current calendar year. How do I get the current ugly news and not the projected disaster?

Tagged:

• Investment Reports

0

Best Answer

• 

  q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

  June 2022 Answer ✓

  corndog638 said:

  This report, when filtered by security, seems to be an IRR projection for the current calendar year. How do I get the current ugly news and not the projected disaster?

  Change the period from YTD to the full year (1/1 to 12/31). That will effectively eliminate the extrapolation from the partial year to the annualized full-year value. 

  1

Answers

• 

  q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

  June 2022 Answer ✓

  corndog638 said:

  This report, when filtered by security, seems to be an IRR projection for the current calendar year. How do I get the current ugly news and not the projected disaster?

  Change the period from YTD to the full year (1/1 to 12/31). That will effectively eliminate the extrapolation from the partial year to the annualized full-year value. 

  1

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