How can I find this % based on all to date? I only see up to 5 years in the performance view.
Thanks Alan
How can I find this % based on all to date? I only see up to 5 years in the performance view.
Thanks Alan
Run an Investment Performance report for the period you want. It's the same calculation as the Avg Annual Return you see in Portfolio View, only you set the period you want.
Tom Young
Have something to add? Share your thoughts — no account required.
Ask the community — no account required