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Holding Period Return

Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..

The amount of money generated by an asset during the time that it was held by an investor..

More terms

Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.
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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.
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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
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Net Income (NI)

The money a firm is left with from sales after subtracting taxes and different business costs.
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Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.
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Venture Capital Trust (VCT)

A listed company run by a fund manager, investing mainly in private companies.e.
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Maturity value

What's the maturity value of a bond?
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Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
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