Rate of return calculations in Money 2005

#2 01-17-2005, 11:44 AM

Have a look at
http://support.microsoft.com/default...b;en-us;131664 which is a KB
article on how the IRR is calculated (it doesn't state 2005 on it, so may
not be relevant, but could be a useful step).

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

Check http://support.microsoft.com/default...d=fh;EN-GB;mny or
http://money.mvps.org/faq for UK tips and fixes for MS Money. To send
Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"csherman" <csherman[at]discussions.microsoft.com> wrote in message
news:ABA1EB82-B834-4473-AEB6-0409469D0699[at]microsoft.com...
- quote -

> I don't have any watch accounts. Are you saying that "YTD Total Return" and
> "% Rate of Return" are the same? Are they annual IRR?
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, csherman wrote:
> > > > Based on my entire group of investment accounts, Money 2005 reports the
> > > following:
> > > > > 1. In Portfolio Manager, the "YTD Total Return" shown at the bottom of
> > > the
> > > screen is 0.9%.
> > > 2. In the "Performance by Investment Account" report, customized as a
> > > non-sub-totalled, year-to-date report for the same accounts, the "% Rate
> > > of
> > > Return" is 1.24%.
> > > > Try changing Portfolio-> ChangePortfolioView-> ShowWatchAccounts to
> > not show watch accounts.
> > > > > > > > I'm trying to determine my IRR - internal rate of return - and don't
> > > find
> > > either of the above terms defined in Money Help and I don't know what
> > > "YTD
> > > Total Return"and "% Rate of Return" mean or how they differ. Can someone
> > > help
> > > me.
> >

#1 01-15-2005, 09:49 PM

I don't have any watch accounts. Are you saying that "YTD Total Return" and
"% Rate of Return" are the same? Are they annual IRR?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, csherman wrote:
> > Based on my entire group of investment accounts, Money 2005 reports the
> > following:
> > > 1. In Portfolio Manager, the "YTD Total Return" shown at the bottom of the
> > screen is 0.9%.
> > 2. In the "Performance by Investment Account" report, customized as a
> > non-sub-totalled, year-to-date report for the same accounts, the "% Rate of
> > Return" is 1.24%.
> Try changing Portfolio-> ChangePortfolioView-> ShowWatchAccounts to
> not show watch accounts.
> > > I'm trying to determine my IRR - internal rate of return - and don't find
> > either of the above terms defined in Money Help and I don't know what "YTD
> > Total Return"and "% Rate of Return" mean or how they differ. Can someone help
> > me.

01-15-2005, 07:18 PM

In microsoft.public.money, csherman wrote:

- quote -

> Based on my entire group of investment accounts, Money 2005 reports the
> following:
> 1. In Portfolio Manager, the "YTD Total Return" shown at the bottom of the
> screen is 0.9%.
> 2. In the "Performance by Investment Account" report, customized as a
> non-sub-totalled, year-to-date report for the same accounts, the "% Rate of
> Return" is 1.24%.

Try changing Portfolio-> ChangePortfolioView-> ShowWatchAccounts to
not show watch accounts.

- quote -

> I'm trying to determine my IRR - internal rate of return - and don't find
> either of the above terms defined in Money Help and I don't know what "YTD
> Total Return"and "% Rate of Return" mean or how they differ. Can someone help
> me.

#-1 01-15-2005, 05:19 PM

Based on my entire group of investment accounts, Money 2005 reports the
following:

1. In Portfolio Manager, the "YTD Total Return" shown at the bottom of the
screen is 0.9%.
2. In the "Performance by Investment Account" report, customized as a
non-sub-totalled, year-to-date report for the same accounts, the "% Rate of
Return" is 1.24%.

I'm trying to determine my IRR - internal rate of return - and don't find
either of the above terms defined in Money Help and I don't know what "YTD
Total Return"and "% Rate of Return" mean or how they differ. Can someone help
me.

TIA, csherman

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