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Year to Date (YTD)

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

A period of time that starts with the first day of the current calendar year and ends with today.

More terms

Income statement

A summary of a company's income and expenses over a set period of time.

Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.

Technical Analysis

Examining price movements of shares and other assets, and trying to predict how they will move in the future.

Oligopoly

A situation in which a market or industry is controlled by a small group of companies.

Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.

Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..

Yield to maturity (YTM)

What is yield to maturity and why is it useful?

Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.

Securities

Bonds and stocks.

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