What is 'Year to Date (YTD)'? | Freetrade Dictionary

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

More terms

Capital

Learn what financial capital means

Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.

Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.

OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.

Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.

Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.

Unicorn

A startup valued at over £1 billion. They are rare, hence the name.

Depository

We look at what is a depository and what role they play in keeping markets work.

Leverage

A method of trading using borrowed money that usually involves a very high level of risk.

Year to Date (YTD)