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

Capital

Learn what financial capital means
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Ponzi Scheme

A form of fraud designed to lure new investors, and pays the earlier backers by using the new investors' money.
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Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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52-week high/low

The highest, or lowest, price a share has traded at in a passing year.
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Depository

We look at what is a depository and what role they play in keeping markets work.
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index-linked gilts

Gilts where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI). This is as opposed to a conventional gilt, where the dividends and principal repayments are fixed in nominal terms.
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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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Earnings per share

We look at what earnings per share mean and how to calculate it
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