How do I view my Average Annual Return (IRR)?
View my average annual return (IRR)
The Average Annual Return snapshot shows the average annual return (also known as IRR) for your investment holdings. Indexes shown in this snapshot are those included in your Security List. This feature is not available in Canada.
To learn about how this important and widely used investment performance indicator is calculated in Quicken, see Understanding the investment performance calculations used in Quicken.
View average annual return (IRR) in the Investing tab
- Click the Investing tab.
- If necessary, click the Performance button at the top of the page. (Quicken Premier, Home & Business, and Rental Property only)
- On this page, the Average Annual Return snapshot (Quicken Premier, Home & Business, and Rental Property only) expresses your total return as an annualized figure.
- Filter the accounts and securities included in the snapshot by using the Show Accounts and Choose Securities options at the top of the window. (Optional)
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.
For an expanded definition of average annual return, see Understand the investment performance calculations used in Quicken.
View average annual return (IRR) in the Portfolio window
- Click the Investing tab.
- If necessary, click the Portfolio button at the top of the page.
- Click Options > Customize current view.
- In the Available Columns list, click to select any of the Av. Annual Return columns (1, 3, or 5 year) that you wish you add to the current view.
- Click Add to add the selected column to the Displayed Columns list on the right.
- Click OK.
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.
For an expanded definition of average annual return, see Understand the investment performance calculations used in Quicken.