gain % vs total return vs high divs

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ps56k 16 years ago

In looking at our Investing tab portfolio holdings, I usually review the % gain to see how things are doing. This reflects the stock/fund price gain/loss, which usually indicates how the investment is performing.

However - in a couple of situations, this is not the total truth - as in high divs -

Is there another way to see how the "total return" of investments - to get a better picture of how things are totally performing ?

In certain cases, the price may not fluctuate hardly at all, and the performance is totally with the divs.

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ps56k 16 years ago

forgot - two examples would be money market fund - fixed price of $1.00 along with high yield bond funds or high yield stocks.

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Mr.Jan 16 years ago

I use the returns with is the internal rate of return. It takes total return including dividends paid and accounts for the time value of money. It does not work well for investments under a year and it does not take into account dividends expected but not paid.

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ps56k 16 years ago

I use the returns with is the internal rate of return. It takes total return including dividends paid and accounts for the time value of money. It does not work well for investments under a year and it does not take into account dividends expected but not paid.

------- Where can I see that - IRR with Quicken 2009 ?

On my Investing -> account display screen with the holdings, I have the dropdown for -> Value, Recent Perf, Historical Perf, and Tax Implications and the display is not customizable....

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ps56k 16 years ago

hmmm - I have Q2009 dlx - Here is the info I found -

Click on Investing tab - Click on Portfolio view tab - this shows all invesntments, and the Show box has a dropdown for Value I may have Customized this at some point, as the Average Annual Return is shown as column 8

tnx -

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gain % vs total return vs high divs

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