![]() Do this by dividing the total return by the share price at the start of the year. In this example, the total return per share is $11. If the mutual fund distributions equaled $1 per share over the course of the year, add that to the share price increase. To gauge the fund’s total return for the year, add the value of any distributions, such as dividends and capital gains, made during the past 12 months. For example, if the share price of XYZ Fund was $50 on the first trading day of the year and $60 on the last trading day in December, the share price increased by $10. Simply subtract the value of the share price when the year started from its present share price. Year to Date Exampleįiguring the YTD return requires three basic pieces of information: the fund price on the first trading day of the year, how many distributions the fund made over the course of the year and the fund’s current share price. ![]() The latter involves the earnings the investment generates over a specific time period. Don’t confuse the performance year to date with the performance yield to date. The YTD return is among the easiest ways to assess the performance of any mutual fund or security. The YTD return for your mutual fund, or any investment involving securities, is the profit generated since the start of the year.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |