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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

Equity ETF

An exchange-traded fund that is comprised of a set of stocks.

Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.

Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.

Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.

Clean price

The quoted price of a gilt, which excludes accrued interest

Rate of Return

Profit on an investment, expressed as a percentage of the investment.

Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.

Year to Date (YTD)

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

Time Value of Money

The concept that money you have now is more valuable than the same sum in the future.

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