Year to Date (YTD)


A weighted average is a statistical measure that accounts for the influence of different factors by assigning appropriate weights to each element in a set. The weights reflect the importance or relevance of each element, resulting in a more accurate average than a simple arithmetic mean.


Start Date: Identify the starting point of the calendar year.

End Date: Measure performance up to the current date.

Calculation: Subtract the starting value from the current value and express the result as a percentage or absolute change.


Performance Tracking: YTD is commonly used to assess how well an investment or financial metric is performing over a specific timeframe.

Benchmarking: Enables comparison of performance against benchmarks or industry standards.


Stock Performance: If a stock starts the year at ₹50 and is currently trading at ₹60, the YTD return is 20%.

Sales Growth: If a company’s sales were ₹1 million at the beginning of the year and are now $₹1.2 million, the YTD sales growth is 20%.


Why is YTD used in finance?

YTD provides a clear and concise way to evaluate the performance of investments, financial instruments, or business metrics over a standardized time period.

Can YTD be negative?

Yes, if the current value is lower than the starting value, the YTD performance can be negative, indicating a decline.

Does YTD consider dividends or interest earned?

Yes, YTD returns for investments like stocks often include dividends or interest earned during the period.

How is YTD different from other time-based performance metrics?

YTD specifically focuses on performance from the beginning of the calendar year until the current date, providing a standardized timeframe for assessment.


Year to Date (YTD) is a valuable metric in finance for tracking the performance of investments or financial indicators over a set period within the calendar year. Widely used for assessment and benchmarking, YTD offers a snapshot of how well an entity has performed up to the present date.