How to Calculate Year-to-Date

Year-to-date refers to the time period from Jan. 1 to the current day. It is commonly used in calculating returns as well as financial statement analysis. Comparing year-to-date figures to past periods allows analysts to compare the company's performance over time.

Instructions

1. List all of the months, beginning with January to the current month.

2. Write the sales figure next to each month. For the current month, write the amount of sales accumulated during the month so far until the current ending day.

3. Add all of the sales data from January to the current month. This is the year-to-date sales the company has generated.

References

• Investopedia