posted on 09-12-2019
Year to Date (YTD)
Updated September 12, 2019
What Is Year to Date (YTD)?
YTD Example
Let's assume Company XYZ's fiscal year began on January 1 and that today is March 31. During this time, Company XYZ recorded the following:
By adding the revenue from the beginning of Company XYZ's fiscal year to the present, we can calculate that Company XYZ's year-to-date revenue is $4,500,000.
Why YTD Is Important
Year-to-date information is useful in looking for trends or measuring performance against goals.
Comparing year-to-date information among companies with different fiscal-year start dates can distort an analysis: the time included may vary, and seasonal factors may become skewed. It is also important to remember that the extra day in leap years may distort year-to-date comparisons.
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