It gave you what you asked for, not necessarily what you wanted.TromboneAl said:It's not rocket science -- but apparently Quicken can't handle this.
Nords said:It gave you what you asked for, not necessarily what you wanted.
Quicken's performance numbers on some reports are an annualized internal rate of return (IRR). What you're looking at is the % your investment would have been up if it continued that rocket sled through 31 Dec 06.
If you go to the "Investing Center's" "Portfolio Display" (which may also be CTRL-U on your version of Quicken), click the Options button and Customize, you can select ROI%YTD which should give you a better number... like 10%.
Quicken's performance numbers on some reports are an annualized internal rate of return (IRR). What you're looking at is the % your investment would have been up if it continued that rocket sled through 31 Dec 06.
I did ($27,172.33 - 24,665.27)/$24,665.27 x 365 / (31+28+17) = 48.8% which, for daily compounding instead of monthly, is closer by a hand grenade.TromboneAl said:That's how I'd like it to work. I always like to deal in annualized returns.
I didn't say that!!! Just not on this one particular calculation...TromboneAl said:It's good to know that Quicken isn't just making random mistakes.
LOL! said:Fuzzy math, HFWR? Or your RWR is not the same as my RWR which is up about 15% YTD.
That's a great return.mslulu2 said:my calculation: 11% ytd
Cute n Fuzzy Bun'ny said:Best:target retirement 2045 (5.33%) with windsor II (4.84) right behind it.
Worst: Vanguard high yield corporate (1.5%)