Saturday, August 20, 2011

Diff between Year to date and One year Return?

Please clearfy the term trailing returns "Year-to-date"


What is the basic difference between "1-year-Return" and "Year to date" return".


Thanks & Regards,
Surinder Singh
Certified Financial Advisor LIC of India | Wealth Management Consultant,  
#1312/9, PhaseXI, Mohali -160062 PUNJAB, INDIA| +919814186640invest.grow.secure@gmail.com


3 comments:

DreamNRealise said...

Year to date - is the return from the begenning of the calender yr. ie. 1st January of a year to the current date in the same year. fir eg. in 2011 return from 1st Jan ro 19th August is the year to date return.
One year return would be the point to point return from 20th August 2010 to 19th August 2011.

Nayan Shah said...

Yes, This is correct.

Anonymous said...

Dear, DreamNRealise

Thanks for guidance.

Surender Singh