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YTD Meaning

Year-to-date (YTD) refers to the period from the start of the current calendar year up to the present date. Investors and analysts use YTD metrics to assess the performance of assets, portfolios, or companies over that timeframe.

YTD returns help gauge how investments are performing relative to annual targets, benchmarks, or previous years.

When calculating YTD performance, it is important to consider whether to use calendar year or fiscal year, depending on context.

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