How do I compare the performance of my portfolio to industry benchmarks


  • The Growth of $10,000 snapshot shows the change in value over time of $10,000 invested in selected accounts versus $10,000 invested in one or more market indexes. This type of comparison is similar to that shown in many mutual fund reports, and is a general indicator of how well the securities you own are performing compared with relevant market segments. It is not intended to be a dynamic, real-time assessment of the value of your accounts.
  • By default, the Growth of $10,000 snapshot displays the S&P 500, the NASDAQ, the Dow Jones Industrials, and the Russell 2000 indexes.
  • To display additional indexes, first add the index to your Security List.

1. Click the Investing tab.

2. If necessary, click the Performance button at the top of the page. (Quicken Premier, Home & Business, and Rental Property only)

3. Scroll the window until you see the Growth of $10,000 snapshot.

  • Use the options on the Performance page to filter this snapshot by account, date, and security.
  • Use the check boxes in the snapshot to select market indexes to include in the graph. You may first need to download prices for market indexes. Make sure you download prices for the same (or larger) time span as the graph in the snapshot (two years, five years, and so on).

4.Add additional indexes.

Notes

Quicken relies on accurate and complete data to derive reliable performance measures. To view certain performance measures, it may be necessary first to replace placeholder entries with complete historical data.  


This feature requires Quicken Premier, Home & Business, or Rental Property Manager. Learn how you can upgrade Quicken in minutes.

 

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