Year to Date (YTD)

The difference between a company's revenue and the cost to produce its goods/services, divided by revenue.

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

The period after an IPO when insiders have to sit on their hands and can’t sell their shares.

Understand what compound interest means and how it's calculated

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

The average annual return an investor sees over a set period of time.

This is the measurement of a fund’s performance in a specific period.

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.

Trading outside of a stock exchange's opening hours.