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| These performance measures | Are based on |
|---|---|
| Amount Invested, Amount Invested 1-/3-/ 5-Year, Amount Invested YTD, Amount Reinvested, Cost Basis, Currency, Name, Shares, Ticker Symbol | Your transactions |
| Amount Invested (%), Avg. Annual Return (%) 1-/3-/ 5-Year, Avg. Annual Return (%) YTD, Cost Basis (%), Average Cost Basis per Per Share, Gain/Loss, Day Gain/Loss, Gain/Loss 1-/3-/12-Month, Gain/Loss (%), Day Gain/Loss (%), Gain/Loss (%), 1-/3-/12-Month, Market Value, Market Value (%), Realized Gain/Loss, Return, Return 1-/3-/ 5-Year, Return YTD, Return (%), Return (%) 1-/3-/ 5-Year, Return (%) YTD, ROI (%), ROI (%) 1-/3-/ 5-Year, ROI (%) YTD | Quicken calculations (based on your transactions) |
| Income, Income (%), Yield on Investment (Estimated), Yield on Investment (%) | Income (based on your transactions) |
| Estimated Income | Quicken calculations (based on number of shares and user-entered value in Tools menu > Security List > Edit > Other Info) |
| Annual Dividend, Dividend, Dividend Date, Dividend Yield, Return, Return 1-/3-/ 5-Year, Return YTD | Income (downloaded) |
| 52-Week Range, Average Volume, Bid/Ask, Price Day Change, Price Day Change (%), Prev Close, Day High, Day Low, Day Open, Day Range, Quote/Price, Time, Ticker Trend, Volume | Prices and trends (downloaded) |
| Debt/equity, EPS, Market Capitalization, Morningstar Risk, Rating, Return, P/E ratio, PEG ratio, Price/Book, Price/Sales, ROE, Shares Outstanding | Fundamentals (downloaded) |
| Fund Average P/E, Fund Category, Fund Category P/E, Fund Category Rank, Fund Category Rank 1-/3-/ 5-Year, Fund Category Rank YTD, Industry, Industry Day Change (%), Industry Change (%) 1-/3-/ 5-Year, Industry Change (%) YTD, Industry Debt/Equity, Industry P/E, Industry PEG, Industry Price/Sales, Industry ROE | Benchmarks (downloaded) |
| Shares, Granted Mkt Value, Market Value, Shares Granted, Shares Not Yet Vested, Unvested Market Value | Employee stock option grants (ESOGs) |
| After-Tax Gain, Break-Even Price, Days To Next Period, Gain/Loss, Holding Period, Tax Savings Next Period | Tax implications |
Industry YTD and Return (%) YTD are based on downloaded data and are not affected by changes in the As of date option.
| Info | ||
|---|---|---|
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The following terms will be different in the Canadian releases of Quicken. Canada: "Cheque" / United States: "Check" |