Year To Date. The period from the beginning of the current calendar year to the present date. YTD returns show how an investment has performed since January 1st.
← Back to Glossary
Y
YTD
FIRE PlanningPortfolio Management
Related terms
80C Deduction
Section 80C of the Income Tax Act allows deductions up to Rs 1.5 lakh per year for investments in ELSS mutual funds, PPF, EPF, NPS, and other specified instruments.
Average Price
The weighted average cost at which you purchased shares of a stock, calculated by dividing total cost by total quantity. Used for P&L calculations in UseMoney.
Beta
A measure of a stock's volatility relative to the overall market. Beta of 1 means the stock moves with the market; above 1 means more volatile; below 1 means less volatile.
CAGR
Compound Annual Growth Rate. The annualized rate of return that smooths out volatility, showing how an investment would have grown if it grew at a steady rate.
Corpus
The total accumulated amount of money in an investment portfolio or fund. In FIRE planning, the target corpus is the amount needed to sustain retirement expenses.
Demat Account
A dematerialized account that holds shares and securities in electronic form, eliminating the need for physical certificates. Required to trade on Indian stock exchanges.