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Average annual return
Year to date return
Maximum drawdown
Sharpe ratio
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Lowest annual return
Highest annual return
Market cap
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Price free cash flow
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Technical
1 year momentum
6 month momentum
3 month momentum
Quality
Gross margin
ROIC
ROA
ROE
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Payout ratio
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Health
Quick ratio
Debt to equity
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.