Donnelley Financial Solutions is a risk and compliance solutions company. Co. provides regulatory filing and deal solutions via its software, services and print and distribution solutions to public and private companies, mutual funds and other regulated investment firms. For its capital markets clients, Co. provides solutions that allow public companies to comply with applicable U.S. Securities and Exchange Commission regulations. Co.'s operating segments are: Capital Markets - Software Solutions, Capital Markets - Compliance and Communications Management, Investment Companies - Software Solutions, and Investment Companies - Compliance and Communications Management. The DFIN YTD return is shown above.
The YTD Return on the DFIN 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 DFIN 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 DFIN 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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