What is the 'holding period return'? Definition & meaning

More terms

Spot Rate

The currency exchange rate a bank quotes, valid with immediate effect.

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.

Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.

Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.

Income statement

A summary of a company's income and expenses over a set period of time.

Fixed Income

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

Yield curve

A graphical representation of interest rates over time

Maturity date

The date on which a gilt is redeemed and the gilt holder receives the repayment of the nominal amount and final dividend or coupon payment.

S&P 500

Find out what is the definition of the S&P 500 index.

Holding Period Return