yup - they additional funds were added toward the very end of the 1yr period.
-------- Avg Annual Rate of Return.
SO - created Perf Last 12mo report from 5/2013 to 5/2014 and looking at one example mutual fund - Begin Invest = $61k Bought = $8k Ending Invest = $69k
Market Value = $88k Quicken Avg Ann Return = 30%
How do you get 30% from those numbers ?
Here's another one - from an IRA I just setup.... Begin = $0 Add = $4,500 Ending = $4,500 Market = $4,576 Avg Ann Return = 26%
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tnx - yes, these were all involving recent mutual fund additions for 2014. and the Quicken report was -
Investment Performace with a data range of - Last 12 months -
First example - Begin 5/5/13 End 5/4/14 - the $8k was added 3/3/14
Second example - Begin 5/5/13 End 5/4/14 - the $4,500 was used to create the IRA on 4/7/14
Would just like the pointers to replicate the Quicken calcs of 30% and 26%