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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

Unit Trusts

A collective investment scheme the investors pay money into in exchange for units. The money is invested in a diversified portfolio of assets.
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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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Bull market

We explain what a 'bull market' means
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Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.
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Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.
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NYSE

The world's largest stock exchange. Wall St HQ.
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Stock Exchange

A physical/digital place where stockbrokers and traders can buy and sell securities.
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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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Hedge Fund

Investment funds that are often associated with riskier and shorter-term trading strategies.
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