When you invest what is the difference between "YTD" and "1 Year Return"? Explain each.
2006-09-15 10:31:23 · 6 answers · asked by westphalia1 2 in Business & Finance ➔ Investing
One year return is the last 365 days from where they measured it last. Some are rolling like Sep 15, 2005 - Sep14, 2006, and others may report it Sep 1, 2005 to Aug 31, 2006. But in any event, it's a full year.
With YTD returns, you compare the reporting date (like today), with the price as of the close on Dec 31 of the prior year.
That's why in the paper you hear a lot about YTD, gold is up, oil is up, housing is down ytd, etc.
Although many investors like to know what their 1 yr (and 3 and 5) returns are, a lot of institutional money tracks how things are doing YTD since eventually, they get rated on a calendar basis. So their benchmark is Dec 31st!
Hope that helps!
2006-09-15 10:52:30 · answer #1 · answered by Yada Yada Yada 7 · 1⤊ 0⤋
1 year, is the return for 1 whole year...regardless of what date it starts.
YTD means the return between Jan 1st and today. At the end of March, for example, that would be a return during the last 3 months, while at end of Sept, that would be for the last 9 months.
On Dec 31st, the 2 equal each other.
2006-09-15 10:40:18 · answer #2 · answered by Bonnie G 4 · 0⤊ 0⤋
Simply put YTD is the return starting from Jan 1st and 1 Year Return is the return of the last 52 weeks.
2006-09-15 12:39:00 · answer #3 · answered by rajatharjani 4 · 1⤊ 0⤋
A 1 year return is the annualized return, the YTD return is the return over a shorter period of time. To determine the annual return on a ytd scenerio. you take the amount of "interest" divide by the time ( say 9 months) then multiple by 1 year to arrive a the 1 year return. this assumes that the investment will continue to perform in the same manner over the entire year as it did during the YTD period
A 1year return (aka annual return) is shown as a percentage rate of return. i.e if you invest $1,000. and receive back $1,100.00 (priciple + interest) you received a 10% annual return.
Now, say you received the same amount over a 9 month period: ytd. To determine the annual rate or 1 year rate, you take the $100/9 *12 and divide by the $1,000.00 (= $133.33, or 13.33% annual return)
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2006-09-15 10:43:30 · answer #4 · answered by NW_iq_140 2 · 0⤊ 0⤋
YTD is from Jan. 1 up until that point (the point that the YTD is dated). 1 year return is how the investment performed the previous year (Jan.1-Dec.31)
2006-09-15 10:35:41 · answer #5 · answered by lsrh02 1 · 0⤊ 0⤋
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2015-09-06 21:06:12 · answer #6 · answered by helal 2 · 0⤊ 0⤋