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

Bond

Learn what a bond is

Accounting standards

The rules a company follows when preparing financial statements.

Yield curve

A graphical representation of interest rates over time

52-week high/low

The highest, or lowest, price a share has traded at in a passing year.

Geometric Mean Return

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

Maturity date

The date on which a gilt is redeemed and the gilt holder receives the repayment of the nominal amount and final dividend or coupon payment.

Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.

Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).

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.

Year to Date (YTD)