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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Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.
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S&P 500

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

Learn what's a collective investment scheme
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Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.
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Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
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NYSE

The world's largest stock exchange. Wall St HQ.
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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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Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
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Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.
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