What Is Year to Date (YTD)?

Year to date (YTD) refers to the period extending from the beginning of the year to the present. In business, note that the beginning of the year is not always January 1; many companies have fiscal years beginning at other times.

YTD Example

Let's assume Company ABC's fiscal year began on January 1st and that today is April 30th. During this time, Company ABC recorded the following revenues:

January - $1,000,000
February - $1,000,000
March - $1,500,000
April - $2,000,000

By adding the revenue from the beginning of Company ABC's fiscal year to the present, we can calculate that Company ABC's year-to-date revenue is $5,500,000.

Why Year to Date (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, as well as the fact that holidays sometimes fall on different dates, may distort year-to-date comparisons.

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Paul Tracy
Paul Tracy

Paul has been a respected figure in the financial markets for more than two decades. Prior to starting InvestingAnswers, Paul founded and managed one of the most influential investment research firms in America, with more than 3 million monthly readers.

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