We show you how to calculate compound interest in Excel at different rate of interests, like semi-annually, quarterly, monthly, etc.

Year-to-date (YTD) return is the amount of profit or loss on investments during the year. Learn how to calculate YTD return and discover its importance.

Year-to-date, or YTD, annualization can help put an investment's performance in a context that's easier to understand and compare with other investment opportunities.

Percentages aren't always easy to calculate, but one of the best tools in Excel's toolbox is calculating percentages for you. Here's how to do it.

How to Calculate YTD Annualization Credit: 2. Convert this to the YTD return percentage by dividing the YTD return you found in the first step by the initial investment, and then multiply by 100.