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Subject Author Date
Average Annualized return calculation in quicken premiere 2007 phughes200 01-08-2007
Posted by phughes200 on January 8, 2007, 5:19 pm
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 I have a stock that I purchase 400 shares for 10,485. Five years later
it is worth 1,208. The 5 year lost is 9,277 or 88.5%. Quicken reports a
annualized return of -35.62%. How is this calculated? I would have
thought it would have been a simple calculation of:

((beginning value + earnings -ending value)/(beginning value +
earnings))/#years

In the above example, the 5 year annualized return would be -17.7%

So how does quicken come up with -35.62%?


Posted by John Pollard on January 8, 2007, 8:39 pm
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 phughes200@hotmail.com wrote:
> I have a stock that I purchase 400 shares for 10,485.
> Five years later it is worth 1,208. The 5 year lost is
> 9,277 or 88.5%. Quicken reports a annualized return of
> -35.62%. How is this calculated? I would have thought it
> would have been a simple calculation of:
>
> ((beginning value + earnings -ending value)/(beginning
> value + earnings))/#years
>
> In the above example, the 5 year annualized return would
> be -17.7%
>
> So how does quicken come up with -35.62%?

Look up the particular value you are seeing in Quicken Help.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by phughes200 on January 8, 2007, 9:52 pm
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Thanks. I did. I deleted this post but you saw my post before I was
able to delete it.

John Pollard wrote:
> phughes200@hotmail.com wrote:
> > I have a stock that I purchase 400 shares for 10,485.
> > Five years later it is worth 1,208. The 5 year lost is
> > 9,277 or 88.5%. Quicken reports a annualized return of
> > -35.62%. How is this calculated? I would have thought it
> > would have been a simple calculation of:
> >
> > ((beginning value + earnings -ending value)/(beginning
> > value + earnings))/#years
> >
> > In the above example, the 5 year annualized return would
> > be -17.7%
> >
> > So how does quicken come up with -35.62%?
>
> Look up the particular value you are seeing in Quicken Help.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup


Posted by Andrew on January 8, 2007, 10:45 pm
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phughes200@hotmail.com wrote:
> Thanks. I did. I deleted this post but you saw my post before I was
> able to delete it.

It's still there! Curious, how do you think you can delete a post to a
non-moderated NG once you hit SEND? I didn't think that's possible....once
it's in the NG, it's there for eternity.

--
-------------------------------------------------------------
Regards -

- Andrew



Posted by phughes200 on January 9, 2007, 11:42 pm
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Andrew wrote:
> phughes200@hotmail.com wrote:
> > Thanks. I did. I deleted this post but you saw my post before I was
> > able to delete it.
>
> It's still there! Curious, how do you think you can delete a post to a
> non-moderated NG once you hit SEND? I didn't think that's possible....once
> it's in the NG, it's there for eternity.
>
> --
> -------------------------------------------------------------
> Regards -
>
> - Andrew

Andrew,

As I understand it, the author can delete his own message by clicking
on the view options button. My orginal post is no longer visible. Yes
it does exist somewhere on a server or archive. Since someone answered
my post before I could delete it, you can see my post embedded in the
answer.


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