Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.

A document issued by an investment fund to help investors determine if it's the right fund for them.

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Year to Date (YTD)

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

A mathematical test used to determine whether a claim is true or false.
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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Accounting standards

The rules a company follows when preparing financial statements.
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Zero coupon bonds

What is a zero coupon bond?
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Securities

Bonds and stocks.
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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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Running yield

The annual interest payment (dividend) divided by the current market price of a bond.
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W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.
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