Clearwater Analytics Holdings as a holding company. Through its subsidiaries, Co. provides investment accounting and reporting, performance measurement, compliance monitoring and risk analytics solutions for asset managers, insurance companies and other corporations. Co.'s software aggregates, reconciles and validates data from daily data feeds and securities that have been modeled across various currencies, asset classes and countries. Co.'s Clearwater Prism solution is a modular, software-as-a-service-based data and reporting platform for investment data. The Clearwater Prism solution enables access to data feeds from accounting, compliance, performance and risk systems. The CWAN YTD return is shown above.
The YTD Return on the CWAN YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether CWAN YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the CWAN YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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