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

Internal Rate of Return (IRR)

A means of calculating the potential future return on an investment.
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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Spot Rate

The currency exchange rate a bank quotes, valid with immediate effect.
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Equity ETF

An exchange-traded fund that is comprised of a set of stocks.
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ESG investing

ESG is a hot topic right now for investors. Understand what ESG investing is all about and how you can use it to diversify your portfolio.
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Volatility

A measure of how much the prices of an asset or index vary over time.
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Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.
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Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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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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