The year to date return indicates the return of the strategy from the beginning of the this year to the current date.
Expressed as a percentage, this metric gives the investor an indication of the short term momentum of the strategy.
Strategy
Value
Technical
Quality
Dividend
Health
Persona
Year to Date Return
Definition
The year to date return indicates the return of the strategy from the beginning of the this year to the current date.
Expressed as a percentage, this metric gives the investor an indication of the short term momentum of the strategy.
Strategy
Value
Technical
Quality
Dividend
Health
Persona