YTD return

[pappyd]

Hi All : How can you calculate YTD return?Not a one year return but the return from Jan 1 of that year? Thanks for any help Pappy

[Mark]

Hello pappyd,

There are several ways:

1) Create a Portfolio Performance report, and set the date range to YTD. The "Yield" column is the last column in this report, and is displaying your ROI yield for the date range of the report.

2) You can also use a Custom report, and add this field: ROI yield (between). Set the date range of the report to YTD.

3) You can also look at the yields displayed above the graphs, and set the graph date range to YTD. The "GPH" yield term is equal to the graph date range.