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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Income statement

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

Income from an investment as a percentage of its current price.
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Fundamentals

The data or information that is likely to impact a company's stock price.
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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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Coupon

Also called a dividend, this is the fixed annual interest paid to gilt holders. It’s usually paid in two equal, semi-annual instalments and expressed as a percentage of the nominal value of the gilt.
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Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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Maturity value

What's the maturity value of a bond?
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Dividends

Find out what dividends are and how they can contribute to the growth of your investment portfolio.
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SPAC

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