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Author: BGPenhollo Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76384  
Subject: Re: Trouble with Quicken and my IRA Date: 11/22/1999 6:04 PM
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dswhite posted..

"My problem is with Quicken 2000, the somewhat-off-topic subject of this posting. I've entered in the data as best I could, and it correctly shows that I spent $2000 on 15.971 shares of VFINX at $125.23 each. It also shows its correct current value - $2024.16 .

But whereas the Fool and Yahoo both show the correct return on my investment so far (1.21%), I can't for the life of me figure out how to get Quicken to tell me that. I can get the following information from it:"

I would need to know the date you purchased the shares and the date the value was $2024.16.

The 1.21% is gain to date. I suspect that 199+% is the annualized gain which means that if you were to continually receive 1.21% return for the time period you did show the gain and extrapolate it for the year
then you'd have 199%. This is a guess. That's why I am asking for the dates.

I also suspect because I have not recently check VFINX that the 7.58% is the yield YTD (Year to date) for VFINX or the yield TTM (Trailing 12 months - not usually given) or the yield for the last 4 qtrs.

Hope this helps.

BGP
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