Skip to main content

YTD Return

العائد منذ بداية العام

How much a fund's value has changed from the start of the current year to its latest price.

Year-to-date (YTD) return measures a fund's performance from the start of the current calendar year to its latest published price. It is the most quoted number in financial news because it directly answers "how has this fund done this year?".

It is computed from the change in unit price: if a unit was SAR 10 at the end of December and is SAR 10.65 today, the YTD return is 6.5%. It is not annualized — 6.5% in June does not mean 13% by year end.

Its main limitation is that it covers a short and variable window: in February it reflects two months, in November eleven. On its own it cannot judge a fund's quality — a high-risk fund may top the YTD table in a rising year and sit at the bottom the next.

Use it as a quick pulse on the current year, and look at 3- and 5-year returns plus risk measures before forming a full picture.

Numeric Example

A Saudi equity fund's unit price was SAR 10.00 on December 31 and reached SAR 10.65 in mid-June. YTD return = (10.65 − 10.00) ÷ 10.00 = 6.5%. Had the price fallen to SAR 9.60, the YTD return would be −4%.

For educational and informational purposes only — not investment advice. Past performance does not guarantee future results.