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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Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.
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Net asset value

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

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

Learn what Beta stands for in finance.
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Quick ratio

Learn what quick ratio stands for in financial terms and how to calculate it.
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Withholding Tax

A tax deduction made at the source of the payment.
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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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American Depository Receipt (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.
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Net Asset Value (NAV)

The value of a company's assets relative to the number of shares it has.
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