Evercore is a holding company. Through its subsidiaries, Co. is an investment banking advisory firm. Co. operates through two business segments: Investment Banking, which includes the advisory business through which it provides advice to clients on mergers, acquisitions, divestitures, shareholder activism and other corporate transactions, and the Evercore International Strategy and Investment business through which it provides macroeconomic, policy and fundamental equity research and agency-based equity securities trading; and Investment Management, which includes the wealth management business through which it provides investment advisory, wealth management and fiduciary services. The EVR YTD return is shown above.
The YTD Return on the EVR 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 EVR 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 EVR 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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