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

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