Year to Date (YTD)

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

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

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S&P 500

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

An exchange-traded fund that is comprised of a set of stocks.
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NYSE

The world's largest stock exchange. Wall St HQ.
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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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Interest Rate

The amount a lender charges for lending your money, or a borrower pays you for borrowing your money.
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Conventional gilts

Gilts where the dividends and principal repayments are fixed in nominal terms. This is as opposed to an index-linked gilt where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI).
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Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.
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