Quick Answer: What Is A Good YTD Rate Of Return?

How do you calculate YTD income?

Multiply your net earnings per pay period times the number of pay periods leading up to a particular date in order to find your net year-to-date income.

For example, if at the end of March you have received net income of $2,083.33 per pay period, multiply 6 by 2,083.33 to get a net year-to-date figure of $12,499.98..

What is a rolling monthly average?

A 12-month rolling average, or moving average, is simply a series of 12-month averages over multiple consecutive 12-month periods. This statistical tool can help you gauge the overall direction of a series of monthly data, because it smooths out the effects of month-to-month changes.

How do you calculate average monthly?

Divide the current total by the total number of days in the month that have passed so far. Then multiply by the total number of days in the month. If you are only looking for a projection for the year I would recommend this: Divide the sum you have for the current year * 365 so far in the data by days to date.

Which ETFs have the highest return on investment?

100 Highest 5 Year ETF ReturnsSymbolName5-Year ReturnTANInvesco Solar ETF193.19%PTFInvesco DWA Technology Momentum ETF190.77%IXNiShares Global Tech ETF186.51%SPXLDirexion Daily S&P 500 Bull 3X Shares184.44%74 more rows

What is YTD return rate?

YTD return is the amount of profit (or loss) realized by an investment since the first trading day of the current calendar year. YTD calculations are commonly used by investors and analysts to assess the performance of a portfolio or to compare the recent performance of a number of stocks.

What is a good rate of return on 401k?

That being said, although each 401(k) plan is different, contributions accumulated within your plan, which are diversified among stock, bond, and cash investments, can provide an average annual return ranging from 5% to 8%.

Does Year to date include current pay?

Year-to-date payroll is the amount of money spent on payroll from the beginning of the year (calendar or fiscal) to the current payroll date. YTD is calculated based on your employees’ gross incomes. Gross income is the amount an employee earns before taxes and deductions are taken out.

What ETF has the best returns?

Ten best-performing ETFs this year:ProShares Long Online/Short Stores ETF (CLIX)WisdomTree Cloud Computing Fund (WCLD)ARK Genomic Revolution ETF (ARKG)ProShares VIX Mid-Term Futures ETF (VIXM)iPath S&P 500 Dynamic VIX ETN (XVZ)iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX)More items…•

Is a high YTD good?

YTD Return. This percentage represents the capital appreciation of your investments. Someone with a higher YTD return from their portfolio has a more aggressive approach to investing. The investor is more focused on stocks gaining value rather than paying back a dividend to its investors.

How do you calculate YTD average?

Divide the total of the daily ending balances by the number of days in the period. For example, if the total of your ending balances is $12,000 and you are 62 days into your annual cycle, your YTD average checking account balance is $193.54.