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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

American Depository Receipt (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.

Leverage

A method of trading using borrowed money that usually involves a very high level of risk.

LSE

London Stock Exchange, which was founded in 1571 and now has a market cap of almost $5 trillion.

Maturity value

What's the maturity value of a bond?

Net Asset Value (NAV)

The value of a company's assets relative to the number of shares it has.

Bond

Learn what a bond is

Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.

UK Treasury bill

A debt instrument issued by the UK government with a maturity of less than one year.

Total Return

This is the measurement of a fund’s performance in a specific period.

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