XP is a holding company. Through its subsidiaries, Co. provides financial products and services in Brazil. Co. provides its clients with two types of offerings, its financial advisory services and its open financial product platform including: Suite of XP Advisory Services, which are comprised of services such as XP Investimentos, XP Private, XP Investments and XP Issuer Services; Open Product Platform, which provides its clients with the access to investment products in the market such as equity and fixed income securities, mutual and hedge funds, structured products, life insurance and others; and Customer Service, which is designed to provide its clients and partners with client service. The XP YTD return is shown above.
The YTD Return on the XP 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 XP 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 XP 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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