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Year to Date (YTD)

Year to Date (YTD) is a time-based metric that measures the performance of an investment, portfolio, or financial metric from the beginning of the calendar year (January 1) to the present date. YTD is commonly used to track the progress of returns, revenue, or other financial measures and allows investors or analysts to assess how well an asset or company is performing over the current year.

Example

If a stock has gained 8% since January 1, and today's date is November 1, the stock’s YTD return is 8%.

Key points

• Measures performance from the start of the calendar year to the current date.

• Used to track financial metrics such as returns, revenue, or growth within a specific year.

• Commonly applied in investment analysis and corporate financial reporting.

Quick Answers to Curious Questions

It shows how much a stock or investment has gained or lost from the start of the calendar year to the present date.

YTD is calculated by measuring the change in a financial metric, such as revenue or stock price, from January 1 to the current date.

It helps gauge how well an investment or financial metric is performing in the current year, allowing for trend analysis and comparison to historical performance.