Returns & Performance

Year-to-Date Return

Definition

What is Year-to-Date Return?

The investment return from the start of the current calendar year to the stated measurement date.

Example in practice

A unit price rising from $10 on 1 January to $10.80 gives an 8% price return year to date.

Keep learning

The complete investment result from price changes plus income, assuming distributions are included.

The profit made when an asset or fund unit is sold for more than its cost.

A payment made from a company's profits to eligible shareholders.

The recurring fee paid from fund assets to the fund manager for managing the portfolio.

Think you know your investing terms?

Put your knowledge to the test with a quick quiz.