Year-to-date, or YTD, annualization can help put an investment's performance in a context that's easier to understand and compare with other investment opportunities. For example, a 5% return over ...

Whenever you make investments, you typically place the money in any of a range of different assets and earn returns for different periods of time. For instance, you might invest in shares of stock and ...

In this article, we'll go through: 1. What a cumulative return is and how to calculate it. 2. What the annualized return is, why it comes in handy, and how to calculate it. What is a cumulative return ...

Credit: 2. Convert this to the YTD return percentage by dividing the YTD return you found in the first step by the initial investment, and then multiply by 100. First, your YTD return is ...