View investment performance

View investment performance

One way to monitor the performance of your investments is to look at their annual percentage return (APR) (Your annual profit on an investment as a percentage of the amount invested. For example, a $1,000 investment that pays $100 in profits over the year has an annual return of 10 percent. This is one way to compare the performance of different investments over the same time period.) or price history, two common measures of investment performance.

To see the annual percentage return for an investment:

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.) click Investments.

2 In the left pane, click Performance View.

YouÆll see all of your investments grouped by investment account. Annual % Return is listed in the far-right column.

To see a graph of an investmentÆs price history:

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.) click Investments.

2 Double-click the investment you want to see. If you hold the investment in multiple accounts, you can click it anywhere it appears.

3 In the left pane, click Price History.

YouÆll see a graph of the price history of this investment for the last 12 months. You can also compare this investmentÆs performance against other investments you track in Money or any market index by clicking an item from either the Compare with Investment list or Compare with Index list.