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

More terms

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

Growth stocks

These are stocks in companies that are considered to be “growing”. These companies may be delivering new products and services, or entering new markets.

Custodian bank

Learn what a custodian bank is.

Accrued interest

The interest earned on a gilt since the last dividend date. When buying a gilt, the buyer pays the accrued interest at the time of a transaction to the seller in addition to the clean price of the gilt

Annualised Rate of Return

The average annual return an investor sees over a set period of time.

Investment Return

The amount of money made or lost from an investment. Usually expressed as a percentage.

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.

Collective investment scheme

Learn what's a collective investment scheme

Equity

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

Freetrade does not provide investment advice and individual investors should make their own decisions or seek professional advice. The value of investments can go down as well as up and you may receive back less than your original investment. Freetrade is a trading name of Freetrade Limited, which is a member firm of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales (no. 09797821).

Holding Period Return