Year-to-Date (YTD) Definition

Year-to-date refers to the period beginning on the first day of the current calendar year up to the present date.

What is Year-to-Date?

YTD figures are commonly used to measure performance, such as returns or economic data, over the current year so far.

It allows for consistent comparison of progress at any point during the year.

A portfolio up 8% YTD has gained 8% in value since the start of the current calendar year.

Yield is the income generated by an investment, typically expressed as a percentage of its price or original investment.

A yield curve is a line plotting interest rates of bonds with equal credit quality but different maturities.