Money: Why Is the Annualized Percent Return So Large (175919)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 97
  • Microsoft Money 2000 Business and Personal
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
This article was previously published under Q175919

SYMPTOMS

When you look at the Perfomance View of investments in Microsoft Money 98 and later, or at one of the Performance reports in Microsoft Money 5.0 and later, you may see some large values for the Annualized Percent(%) Return.

CAUSE

This can be caused by an Add Shares transactions for that investment.

An Add Shares transaction has no price, so the effective cost basis is zero.

This can also happen if you only have recent transactions for this investment where your purchase price is significantly below the current price.

MORE INFORMATION

The more information Money has available the more accurate the Annualized Percent Return calculations will be.

For additional information on how Money calculates the Annualized Percent(%) Return, please see the following article in the Microsoft Knowledge Base:

131664 Invest Performance Calculated Using Internal Rate of Return

Modification Type:MajorLast Reviewed:1/5/2005
Keywords:kbonline kbprb KB175919
©2004 Microsoft Corporation. All rights reserved.