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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

Balance sheet

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

Exchange-Traded Fund (ETF)

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.

Total Return

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

Geometric Mean Return

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

Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.

Capital

Learn what financial capital means

Beta

Learn what Beta stands for in finance.

Bed & ISA

Understand what Bed and ISA is and how it works

Yield to maturity (YTM)

What is yield to maturity and why is it useful?

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