What are 'fundamentals'? Definition & meaning

More terms

Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.

Quick ratio

Learn what quick ratio stands for in financial terms and how to calculate it.

Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.

Accrued interest

The interest earned on a gilt since the last dividend date. When buying a gilt, the buyer pays the accrued interest at the time of a transaction to the seller in addition to the clean price of the gilt

Alpha

The percentage by which an investor outperforms a relevant benchmark.

Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.

Junk Bond

A form of debt investment that carries higher risk because of the likelihood that the issuer will default.

Fundamentals