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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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Leverage

A method of trading using borrowed money that usually involves a very high level of risk.
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Custodian bank

Learn what a custodian bank is.
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SPAC

Find our what a SPAc or special purpose acquisition company is.
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Running yield

The annual interest payment (dividend) divided by the current market price of a bond.
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Net asset value

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

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

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