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Time-Weighted Rate of Return (TWRR)

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.

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

More terms

Fixed Income

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

Account balance

The amount of money a user has stored in a financial repository.

Over-The-Counter (OTC)

A security that is sold outside of an exchange.

Year to Date (YTD)

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

NASDAQ

A US stock exchange specialising in the shares of technology companies.

S&P 500

Find out what is the definition of the S&P 500 index.

Technical Analysis

Examining price movements of shares and other assets, and trying to predict how they will move in the future.

Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.

Costs and Charges

The money you pay when investing.

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