On Jul 15, 8:08 pm, "Art McClinton" <art.mcclin...[at]cox.net> wrote:
- quote -

Thanks for your reply. That would seem to be the logical use of the
function. However, I'm using Money 2007 and don't observe that
behavior to be true at least with Mutual Fund purchsaes.

No matter what I change the value to, the return calculations are the
same. If it were to work as you describe, changing the value would
change the YTD return calculation if there were any purchases in the
current year.

Jeff

What it does (and I have seen it in Money 2007) is not report the
performance on any security that you have held for less than the period of
time. Thus if you leave it at the default and buy a stock today, you will
not see the performance reported until you have held it for 90 days. Thus
the first time it will show in the report is 3 months from now.

If you are incrementally buying a stock or mutual fund then it will not
count any purchases within the last 90 days when calculating the
performance.

Art

"Jeff M" <jamacq[at]gmail.com> wrote in message
news:1184513593.591854.243320[at]n2g2000hse.googlegroups.com...
- quote -

I've been trying to analyze the return calculations that MS Money
provides in both the Portfolio Manager and also the Performance by
Investment Account.

One curious thing that I've come across and had previously not paid
attention to is a feature in the Performance by Investment Account.
If you click on "Customize' for this report, under the "Rows &
Columns" tab there is a customizable setting called "Do not show
performance based on data of less than: xx days." It defaults to 90
days.

Does anyone know if this feature actually does anything? I've tried
changing the setting to various quantities like 365, 180, 1, and 0 and
cannot find any difference in the resulting return calculations.


Jeff