FactSet Research Systems Inc., together with its subsidiaries, is a global financial digital platform and enterprise solutions provider. Co. provides financial data and market intelligence on securities, companies, industries and people to enable its clients to research investment ideas, as well as to analyze, monitor and manage their portfolios. Co.'s products and services include workstations, portfolio analytics and enterprise solutions. Its workflow solutions include research and advisory, analytics and trading, and content and technology solutions (CTS). The FDS YTD return is shown above.
The YTD Return on the FDS 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 FDS 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 FDS 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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