Manually Entering Annual Return
What happens if I set a return manually for an investment?
If you manually enter an annual return for an investment account, that number will replace the return normally pulled from the asset class or holdings you’ve assigned.
For example, if you have assigned your account the “Growth Stocks” asset class, overriding the return means the system will ignore the default return for Growth Stocks and use the number you entered instead.
Keep in mind, if you manually add a return:
- Changing the asset class or holdings won’t change your manual return.
- The asset class is still used when retrieving standard deviations and correlations for Monte Carlo.
- If you reset the return back to the default, it will once again adjust automatically based on the asset class or holdings assigned.
