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Oncle Boris is offline Oncle Boris
Prince
Once in a brown moon
Aug 2001
time: 00:36
  Old Post 22-06-2005 20:59
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Quick English question Support Apolyton, buy Civilization 2

I'm making portfolio performance reports for English clients. Which phrasing is the best to express the following idea: "return (in %) of the current year (starting Jan. 1st)".

Should I say:

a)current year yield
b)return of the current year
c)current year return
d)something else

DanS is offline DanS
Emperor
Kickball Capital of the World
Jan 1970
time: 00:36
  Old Post 22-06-2005 21:02 Visit DanS's homepage!
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"Year-to-date return" or similar.

Japher is offline Japher
Prince
Ook! Ook! Ack! Ack! Ack!
Jun 2002
time: 05:36
  Old Post 22-06-2005 21:02
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Support Apolyton or Terrorists Win

Seeing as corporate years do not necessarily coincide with calender years I would say something like;

For the year starting January 1st the current return is x%.

I don't know about using yield if it is a return as I don't think the 2 are interchangable. As a return generally refers to a "payback" ala ROI. Where as a yeild is more like a "payout" ala dividend.

Ben Kenobi is offline Ben Kenobi
Emperor
McGregornobi!
Oct 2002
time: 21:36
  Old Post 22-06-2005 21:13
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Inflate your Upload Space

Year to date over fiscal year.

Year to date is from January to December, and Fiscal year is from May to April.

Japher is offline Japher
Prince
Ook! Ook! Ack! Ack! Ack!
Jun 2002
time: 05:36
  Old Post 22-06-2005 21:18
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Good call Ben

Kontiki is offline Kontiki
Settler
Canada
Aug 2001
time: 00:36
  Old Post 22-06-2005 21:18
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Lose 30 kilos (of popups)

Fiscal year is whatever the organization decides it's going to be.

Kontiki is offline Kontiki
Settler
Canada
Aug 2001
time: 00:36
  Old Post 22-06-2005 21:20
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Tired of ads?

For laypeople, YTD is likely assumed to be Jan. 1 onward, but you may want to explicitly clarify that.

DaShi is offline DaShi
Prince
The Taste of Japan
Sep 2000
time: 05:36
  Old Post 22-06-2005 21:30
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Tired of ads?

"you'll get your money once I have it."

Oncle Boris is offline Oncle Boris
Prince
Once in a brown moon
Aug 2001
time: 00:36
  Old Post 22-06-2005 21:48
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Get a bigger avatar today!

We're using calendar years for this report, so I take it that "year-to-date return" is fine?

Thanks for the answers

Hueij is offline Hueij
Emperor
Kokonino Kounty
May 1999
time: 06:36
  Old Post 22-06-2005 22:05
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Flemish what???

Oncle Boris is offline Oncle Boris
Prince
Once in a brown moon
Aug 2001
time: 00:36
  Old Post 22-06-2005 22:10
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Increase Your PM Length



Not sure about the spelling though

Hueij is offline Hueij
Emperor
Kokonino Kounty
May 1999
time: 06:36
  Old Post 22-06-2005 22:13
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The spelling is okay, the meaning is not so nice though...

Ben Kenobi is offline Ben Kenobi
Emperor
McGregornobi!
Oct 2002
time: 21:36
  Old Post 22-06-2005 22:21
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Yeah, I've actually run into the difference between those terms in some of my statistics. One of my questions is if my data gets distorted because one set uses fiscal year, and another the year to date.

Oncle Boris is offline Oncle Boris
Prince
Once in a brown moon
Aug 2001
time: 00:36
  Old Post 23-06-2005 00:06
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Avatar Enlargement: We've got the solution

So, BK, your job involves running into flikkers?

DanS is offline DanS
Emperor
Kickball Capital of the World
Jan 1970
time: 00:36
  Old Post 23-06-2005 00:13 Visit DanS's homepage!
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OB: Yes, that's fine. Can be shortened to "YTD return," depending on how formal the document is.

Good luck.

Ben Kenobi is offline Ben Kenobi
Emperor
McGregornobi!
Oct 2002
time: 21:36
  Old Post 23-06-2005 00:40
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No, it wasn't a job. This was research on my own initiative.

Sorting out reports on Canadian MSP statements. The difference in the two filing periods, means the statistics overlap, and cause me all sorts of problems.

Hueij is offline Hueij
Emperor
Kokonino Kounty
May 1999
time: 06:36
  Old Post 23-06-2005 00:43
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quote:
Originally posted by Oncle Boris
So, BK, your job involves running into flikkers?

His religion forbids that

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