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Investment Return

Investment Return

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

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

More terms

Custodian bank

Learn what a custodian bank is.
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Running yield

The annual interest payment (dividend) divided by the current market price of a bond.
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Investment Return

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

A situation in which a market or industry is controlled by a small group of companies.
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Maturity value

What's the maturity value of a bond?
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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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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
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Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.
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