What is the 'Time-Weighted Rate of Return (TWRR)'? Definition & meaning

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.

More terms

Base rate

What's the base rate?

Volatility

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

Internal Rate of Return (IRR)

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

Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.

Forward pricing

Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.

Rate of Return

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

United States Dollar (USD)

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

American Depository Receipts (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.

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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Time-Weighted Rate of Return (TWRR)