How do I compare the performance of my portfolio to industry benchmarks?

Comparing the performance of a portfolio to industry benchmarks. This feature is not available in Canada.

The Growth of $10,000 snapshot shows the change in value over time of $10,000 invested in selected accounts versus $10,000 invested in one or more market indexes. This type of comparison is similar to that shown in many mutual fund reports, and is a generalindicator of how well the securities you own are performing compared with relevant market segments. It is not intended to be a dynamic, real-time assessment of the value of your accounts.
In calculating the growth of $10,000 invested in the selected Quicken accounts, Quicken subtracts the value of cash (e.g. XIn transactions) or securities (e.g Added transactions) added during the time period selected, and adds the value of cash (e.g. XOut transactions) or securities (e.g. Removed transactions) removed during the time period. This provides a more meaningful comparison to external indexes.
By default, the Growth of $10,000 snapshot displays the S&P 500, the NASDAQ, the Dow Jones Industrials, and the Russell 2000 indexes.
In addition to comparing the Growth of $10,000 to indexes, Quicken allows you to compare to a “Buy and Hold” alternative. The Buy and Hold analysis helps you assess the performance of your historical trading strategy by comparing your actual results to a completely passive strategy.
To calculate the hypothetical value of investments in a Buy and Hold scenario, Quicken retrieves from an external data source the total returns (taking into account dividends, stock splits etc.) of each quoted security (stocks, mutual funds) present in the Selected Accounts at the starting date. For subsequent dates, the hypothetical value is computed by multiplying total return ratios for that date for each quoted security by their pro-rated proportion of the starting cash and securities portfolio. The external total return calculations assumes that dividends and distributions are reinvested.
No returns are imputed to non-quoted securities. By default, a zero return is also imputed to initial cash balances, but you can use “Cash yield” option to select a non-zero imputed yield for cash. Note that for graphs with many data points, Quicken may interpolate (“straight-line”) some of the intermediate data points for the Buy and Hold line on the chart to avoid too lengthy a retrieval time from the external data source.
To display additional indexes, first add the index to your Security List.

Click the Investing tab.
If necessary, click the Performance button at the top of the page. (Quicken Premier, Quicken Home, Business & Rental Property only)
Scroll the window until you see the Growth of $10,000 snapshot.
- Use the options on the Performance page to filter this snapshot by account, date, and security.
- Use the check boxes in the snapshot to select market indexes to include in the graph. You may first need to download prices for market indexes. Make sure you download prices for the same (or larger) time span as the graph in the snapshot (two years, five years, and so on).
Add additional indexes.

Notes

Quicken relies on accurate and complete data to derive reliable performance measures. To view certain performance measures, it may be necessary first to replace placeholder entries with complete historical data.

This feature requires Quicken Premier, Home, Business, & Rental Property. Learn how you can upgrade Quicken in minutes.