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YTD
(Year-to-Date)
YTD measures performance from the start of the current year to the present date, allowing periodic assessment without waiting for year-end. Financial statements, investment returns, and tax calculations commonly use YTD figures for timely analysis.
A "YTD return" shows an investment's gain/loss since January 1 (e.g., "S&P500 up 8% YTD"). Businesses track YTD revenue against annual targets, while employees monitor YTD earnings on pay stubs. YTD differs from YoY (comparing full periods) and MoM (single month changes). In volatile markets, YTD returns can swing dramatically - crypto exchanges highlight "YTD +300%" to attract investors, though past performance doesn't guarantee future results. Always verify YTD figures are current and calculated consistently.
A "YTD return" shows an investment's gain/loss since January 1 (e.g., "S&P500 up 8% YTD"). Businesses track YTD revenue against annual targets, while employees monitor YTD earnings on pay stubs. YTD differs from YoY (comparing full periods) and MoM (single month changes). In volatile markets, YTD returns can swing dramatically - crypto exchanges highlight "YTD +300%" to attract investors, though past performance doesn't guarantee future results. Always verify YTD figures are current and calculated consistently.