Quicken: Algorithm for Avg Annual Return 1 yr (et al) Figures ?

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Post Reply
Topic Author
phxjcc
Posts: 1329
Joined: Thu Aug 23, 2018 3:47 pm

Quicken: Algorithm for Avg Annual Return 1 yr (et al) Figures ?

Post by phxjcc »

Anyone here have any insight on what the heck Quicken does to get these numbers?

I can't get them to foot.

eg. (real numbers a/o this morning)
Stock 108.89% (holdings) increase in 5 years...Avg Annual Return 1 yr 49.13%

VOO 156.37% (holdings) increase in 5 years... Avg Annual Return 1 yr 25.42%

I am not the sharpest tack in the box (I had to take Diffy Q's twice), but I can do arithmetic and this does not make sense to me.

Because if I look at this column, I should sell the VOO and buy the stock--and in so doing have 30% less money.

Thanks.... :confused
Post Reply