Overview

Year to Date (YTD) refers to the period of time from the beginning of the current year up until a specific date of the same year. Financial analysts and accountants often use YTD figures in financial reporting and analysis, and one of the most frequently calculated figures is the year-to-date return on sales (or costs, earnings, stock returns, portfolio, etc.).

The formula for calculating the YTD return on sales with reference to the calendar year is:

Year to Date Return = Sales on Specified Date / Sales at the Beginning of Calendar Year - 1

Reviews Add a review
No reviews yet

More From Corporate Finance Institute®

Browse our top rated business templates. See All
REIT Financial Model Template
10,352
28
This REIT financial model template acts as a guideline for modeling a real estate investment trust (REIT). This model will…
Energy Industry Comps Template Energy Industry Comps Template
9,296
660
This energy industry comps template provides a guideline and example of what a comparables universe would look like for a…
Financial Institution Dividend Discount Model
10,501
864
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
Loan Payment Calculator
9,769
957
The loan payment calculator allows users to determine the principal and interest payment each month until the full balance of…
DDM - Excel Dividend Discount Model Template
14,589
2064
The dividend discount model template allows investors to value a company base on future dividend payments. This is based on…
Non-directional trading strategy template Non-directional Trading Strategies Template
9,115
262
The non-directional trading strategies template allow users to determine the profit when buying options. This template focuses on non-directional strategies…
See All