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Investment report question

zebulon
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Investment report question

Sun Jan 06, 2013 4:14 pm
In the Investment Performance by Account report, we have two columns computing the return: Return on Investment and Annualized Return. Suppose a new investment is made in the middle of the year. An annual report will show that the Annualized Return for this line is double the return on investment. So far so good. However, if an investment is completely sold in the middle of the year, the Return on Investment is zero. The Annualized Return is not. Can anybody explain the rationale behind this? I would expect the Annualized Return to be double the ROI here as well.

Consequently, this makes me wonder about the ROI of partially sold investments. I would certainly not want to see a zero ROI contribution for the part of the shares that was sold. I appreciate your feedback.

EDIT: correction (italics) AR is double the ROI, not half.

Last edited by zebulon on Mon Jan 07, 2013 5:00 pm, edited 1 time in total.
User avatar Hei Ku
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Re: Investment report question

Sun Jan 06, 2013 10:33 pm
Yes, there's probably a bug there. It most likely uses a simple calculation that sets the ROI to zero in case the ending balance is 0.


Hei Ku, proud to be a member of the KMyMoney Development Team since January-2008

 
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