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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..

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Volatility

A measure of how much the prices of an asset or index vary over time.
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Over-The-Counter (OTC)

A security that is sold outside of an exchange.
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Net asset value

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

We look at what is a depository and what role they play in keeping markets work.
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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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Professional Client

An investor that is able to meet several regulatory criteria.
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Net Asset Value (NAV)

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

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