Dow Jones Year to Date Return for 2025 -9.94% As of the market close on 2025-04-04 Historical Returns Component Returns Data Details Dow Jones YTD return as of the most recent market close. The 2025 price return is calculated using the price change from the latest market close to the ...
How to Calculate YTD Return YTD return is a numerical figure that investors use to see how much an investment has gained or lost since the start of the current year. As YTD sums up data from the first day of the current year to today, this number changes daily or monthly. ...
Therefore, as of the current date in August 2023, MSFT’s stock price has increased over 40% since January 1, 2023. To calculate the YTD return, subtract the starting period value from the current period value, and divide the resulting figure by the starting year value. In the final step...
Year to Date Calculation Formula The year to date formula can be shown in two ways. They are as follows: or Year to Date Types Year to Date Returns The amount of profit an investment has generated since the start of the current year is referred to as the YTD return. YTD return data ...
[Date] <= _endDate ) ) VAR _year = SELECTEDVALUE ( Amount[Year] ) VAR _valueYTD = CALCULATE ( SUM ( Amount[Budget amount] ), FILTER ( Amount, Amount[Year] = _year ) ) RETURN SWITCH ( SELECTEDVALUE ( Choice[choice] ), "MTD", IF ( ISFILTERED ( Amount[Month...
Therefore, by holding the portfolio from January 1 to August, Colin’s year-to-date return on his portfolio is 8.117%. The year to date calculation for other months is similar – only the numerator will change. For example, the year to date return up to March will be: ...
Year to date price returns of the individual companies in the S&P 500 Index. The return is calculated using the closing price of the last trading day of the previous year. Year-to-date returns as of the market close price on 04/28/2025. S&P 500 Data S&P 500 Historical Returns S&P ...
Annualizing makes it easier to compare returns or charges over different periods. For example, if your portfolio rose 8% in value last year and is up 4% by June of the following year, you won’t be able to tell if you’re on track to beat last year’s return unless you convert th...
Step 1:Obtain the portfolio's current value and its beginning value at the start of the year. Step 2:Subtract the portfolio's value at the start of the year, such as Jan. 1, from the portfolio's current value. The result is the YTD return indollars. ...
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