Re: Quarterly vs. annual return.

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Posted by Harry Teder on January 06, 2007 at 14:18:40:

In Reply to: Re: Quarterly vs. annual return. posted by Mark on January 04, 2007 at 18:12:05:

: : OK, so how doI find the % gain in each quarter, and then for the year? The Custom report for 4th quarter and for all of 2006 shows the same exact numbers, clearly not correct?

: Hi Harry,

: This is because you are using %Gain (end). This %gain goes from the investment's inception (first purchase), up through the ending report date. This field ignores the report starting date. You will get the same number for any given ending date, no matter what the starting date. If you want the %gain just between the starting/ending report dates, use the %Gain (btw) field instead.

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software
Thank you. Next item: on my quarterly Report, several stocks display a $ amount for Gain(end), but NA for %Gain(end) as well as for %Gain(btw).If there is an amount, why is % NA? These are liquidated stocks, BTW.

Replies:

• Re: Quarterly vs. annual return. Mark 09:56:23 01/07/07 (2)
  • Re: Quarterly vs. annual return. Harry Teder 11:48:35 01/09/07 (1)
    • Re: Quarterly vs. annual return. Mark 12:00:40 01/09/07 (0)