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Following takes the price of a Cisco share five years before 12/28/21 and joins that cost (cost5yrago) to the stream of dividends during the five-year period ending 12/28/21 (ciscodiv) with the closing price on that date (quotenow). Then using that cashflow stream (cashflow), it calculates an effective time-value rate for that cashflow.
(*ThisobtainstheCiscoquotefromfiveyearspastandnegatesit*)quote5yrago=FinancialData["CSCO",{{2021-5,12,28},{2021-5,12,28}},Method->"Legacy"];cost5yrago={{quote5yrago[[1,1]],quote5yrago[[1,2]](-1)}};(*ThisobtainsadateslistofdividendspaidbyCiscosincefiveyearsago*)ciscodiv=FinancialData["CSCO","Dividend",{{2021-5,12,28},{2021,12,28}},Method->"Legacy"];(*ThisobtainstheCiscoclosingpricetoday,whichis12/28/21*)quotenow=FinancialData["CSCO",{2021,12,28},Method->"Legacy"];(*Thisjoinsthethreelistsaboveintoadatedcashflowlist*)cashflow=Join[cost5yrago,ciscodiv,quotenow];(*Thiscalculatestheeffective(annual)interestrateofthecashflow*)FindRoot[TimeValue[Cashflow[cashflow],r,{2021,12,28}]==0,{r,0}];(*Thisreturnstheresultwithanexplanationofcontext*)StringForm["For Cisco stock on 12/28/21, my Quicken (Ver R37.62, Build 27.1.37.62) Investing tab shows, \"Average Annual Return (%) 5-Year\" = 13.5 and \"ROI (%) 5-Year\" = 82.3. But Mathematica shows the effective rate of return from a share of Cisco bought five years before 12/28/21 is `` or just under 20 percent.",r]/.result//TraditionalForm
Out[]//TraditionalForm=
For Cisco stock on 12/28/21, my Quicken (Ver R37.62, Build 27.1.37.62) Investing tab shows, Average Annual Return (%) 5-Year = 13.5 and ROI (%) 5-Year = 82.3. But Mathematica shows the effective rate of return from a share of Cisco bought five years before 12/28/21 is 0.195499 or just under 20 percent.