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investment-metrics

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S&P 500 YTD: What Year-to-Date Performance Means and How to Use It

The S&P 500 year-to-date (YTD) captures total return, including price changes and reinvested dividends, from January 1 through the most recent available date. It reflects both e...

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S&P 500 10-year return: what it means and how to interpret it

The S&P 500 10-year return measures the total performance of the 500 largest U.S. public companies over a decade, expressed as a compound annual growth rate (CAGR) including rei...

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