Returns & Performance
Year-to-Date Return
Definition
What is Year-to-Date Return?
The investmentAn asset or commitment of money made with the expectation of future income, growth, or both. return from the start of the current calendar year to the stated measurement date.
Example in practice
How This Looks in Practice
A unit price rising from $10 on 1 January to $10.80 gives an 8% price return year to date.
Keep learning
Related Terms
Returns & Performance
Total Return
The complete investment result from price changes plus income, assuming distributions are included.
Returns & PerformanceCapital Gain
The profit made when an asset or fund unit is sold for more than its cost.
Returns & PerformanceDividend
A payment made from a company's profits to eligible shareholders.
Costs & FeesManagement Fee
The recurring fee paid from fund assets to the fund manager for managing the portfolio.