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Year to Date (YTD)

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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Money weighted rate of return

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

The amount of money made or lost from an investment. Usually expressed as a percentage.
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LSE

London Stock Exchange, which was founded in 1571 and now has a market cap of almost $5 trillion.
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Dirty price

The total price payable on the purchase of a gilt. It’s calculated as the clean price plus accrued interest.
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Income statement

A summary of a company's income and expenses over a set period of time.
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Growth stocks

These are stocks in companies that are considered to be “growing”. These companies may be delivering new products and services, or entering new markets.
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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Real Estate Investment Trust (REIT)

An investment trust specialised in investing in commercial property such as parking garages or GP offices.
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Net Income (NI)

The money a firm is left with from sales after subtracting taxes and different business costs.
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