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| This dictionary contains: 24549 financial terms |
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Annual rate of return
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Annual rate of returnThe effective, or true annual rate of return. The APY is the rate actually earned or paid in one year, taking into account the effect of compounding.
RELATED TERMS--------------------------------------
Return
The change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.
Account
1) In the context of bookkeeping, refers to the ledger pages upon which various assets, liabilities, income, and expenses are represented. 2) In the context of investment banking, refers to the status of securities sold and owned or the relationship between parties to an underwriting syndicate. 3) In the context of securities, the relationship between a client and a broker/dealer firm allowing the firm's employee to be the client's buying and selling agent.
Compounding
The process of accumulating the time value of money forward in time.
SIMILAR TERMS--------------------------------------
Annual exclusion
Date on which particular news concerning a given company is announced to the public.
Annual fund operating expenses
A tax rule allowing the deduction of certain income from taxation.
Annual General Meeting (AGM)
An annual meeting called by the directors of a company that allow shareholders to stay informed and involved with company decisions and workings.
Annual meeting
For investment companies, the management fee and "other expenses," including the expenses for maintaining shareholder records, providing shareholders with financial statements, and providing custodial and accounting services.
Annual percentage rate (APR)
Meeting of stockholders held once a year at which the managers of a company report to the stockholders on the year's results.
Annual percentage yield (APY)
The periodic rate times the number of periods in a year.
Annual report
There are many ways of calculating the annual rate of return. If the rate of return is calculated on a monthly basis, we sometimes multiply this by 12 to express an annual rate of return.
Annualized gain
Is the yearly statement of financial condition for a financial organization. It includes balance sheet and income statement items.
Annualized holding-period return
If stock X appreciates 1.5% in one month, the annualized gain for that stock over a twelve month period is (12 x 1.5%) = 18%. Compounded over the 12 month period, the gain is (1.015)^12 -1 = 19.6%.
Annuitant
The annual rate of return that when compounded times generates the same t-period holding return as actually occurred from period 1 to period t.
Annuitize
Is the party receiving annuity payments.
Annuity
To commence a series of payments from the capital that has accumulated in an annuity. The payments may be a fixed amount, for a fixed period of time, or for a lifetime.
Annuity certain
A tax sheltering vehicle. An unsecured contract between the company and the annuitant(s) that grows deferred-free and is used to provide for one's later years.
Annuity due
An annuity that pays a specific amount on a monthly basis for a set amount of time.
Annuity factor
An annuity with n payments, where the first payment is made at time t = 0, and the last payment is made at time t = n - 1.
Annuity in arrears
Present value of $1 paid for each of t periods.
Annuity starting date
An annuity with a first payment one full period hence, rather than immediately.
PREVIOUS AND NEXT TERMS--------------------------------------
Annual exclusion
Date on which particular news concerning a given company is announced to the public.
Annual fund operating expenses
A tax rule allowing the deduction of certain income from taxation.
Annual meeting
For investment companies, the management fee and "other expenses," including the expenses for maintaining shareholder records, providing shareholders with financial statements, and providing custodial and accounting services.
Annual percentage rate (APR)
Meeting of stockholders held once a year at which the managers of a company report to the stockholders on the year's results.
Annual percentage yield (APY)
The periodic rate times the number of periods in a year.
Annual rate of return
Annual report
There are many ways of calculating the annual rate of return. If the rate of return is calculated on a monthly basis, we sometimes multiply this by 12 to express an annual rate of return.
Annualized gain
Is the yearly statement of financial condition for a financial organization. It includes balance sheet and income statement items.
Annualized holding-period return
If stock X appreciates 1.5% in one month, the annualized gain for that stock over a twelve month period is (12 x 1.5%) = 18%. Compounded over the 12 month period, the gain is (1.015)^12 -1 = 19.6%.
Annuitant
The annual rate of return that when compounded times generates the same t-period holding return as actually occurred from period 1 to period t.
Annuitize
Is the party receiving annuity payments.
RELATED TERMS--------------------------------------
Return
The change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.
Account
1) In the context of bookkeeping, refers to the ledger pages upon which various assets, liabilities, income, and expenses are represented. 2) In the context of investment banking, refers to the status of securities sold and owned or the relationship between parties to an underwriting syndicate. 3) In the context of securities, the relationship between a client and a broker/dealer firm allowing the firm's employee to be the client's buying and selling agent.
Compounding
The process of accumulating the time value of money forward in time.
SIMILAR TERMS--------------------------------------
Annual exclusion
Date on which particular news concerning a given company is announced to the public.
Annual fund operating expenses
A tax rule allowing the deduction of certain income from taxation.
Annual General Meeting (AGM)
An annual meeting called by the directors of a company that allow shareholders to stay informed and involved with company decisions and workings.
Annual meeting
For investment companies, the management fee and "other expenses," including the expenses for maintaining shareholder records, providing shareholders with financial statements, and providing custodial and accounting services.
Annual percentage rate (APR)
Meeting of stockholders held once a year at which the managers of a company report to the stockholders on the year's results.
Annual percentage yield (APY)
The periodic rate times the number of periods in a year.
Annual report
There are many ways of calculating the annual rate of return. If the rate of return is calculated on a monthly basis, we sometimes multiply this by 12 to express an annual rate of return.
Annualized gain
Is the yearly statement of financial condition for a financial organization. It includes balance sheet and income statement items.
Annualized holding-period return
If stock X appreciates 1.5% in one month, the annualized gain for that stock over a twelve month period is (12 x 1.5%) = 18%. Compounded over the 12 month period, the gain is (1.015)^12 -1 = 19.6%.
Annuitant
The annual rate of return that when compounded times generates the same t-period holding return as actually occurred from period 1 to period t.
Annuitize
Is the party receiving annuity payments.
Annuity
To commence a series of payments from the capital that has accumulated in an annuity. The payments may be a fixed amount, for a fixed period of time, or for a lifetime.
Annuity certain
A tax sheltering vehicle. An unsecured contract between the company and the annuitant(s) that grows deferred-free and is used to provide for one's later years.
Annuity due
An annuity that pays a specific amount on a monthly basis for a set amount of time.
Annuity factor
An annuity with n payments, where the first payment is made at time t = 0, and the last payment is made at time t = n - 1.
Annuity in arrears
Present value of $1 paid for each of t periods.
Annuity starting date
An annuity with a first payment one full period hence, rather than immediately.
PREVIOUS AND NEXT TERMS--------------------------------------
Annual exclusion
Date on which particular news concerning a given company is announced to the public.
Annual fund operating expenses
A tax rule allowing the deduction of certain income from taxation.
Annual meeting
For investment companies, the management fee and "other expenses," including the expenses for maintaining shareholder records, providing shareholders with financial statements, and providing custodial and accounting services.
Annual percentage rate (APR)
Meeting of stockholders held once a year at which the managers of a company report to the stockholders on the year's results.
Annual percentage yield (APY)
The periodic rate times the number of periods in a year.
Annual rate of return
Annual report
There are many ways of calculating the annual rate of return. If the rate of return is calculated on a monthly basis, we sometimes multiply this by 12 to express an annual rate of return.
Annualized gain
Is the yearly statement of financial condition for a financial organization. It includes balance sheet and income statement items.
Annualized holding-period return
If stock X appreciates 1.5% in one month, the annualized gain for that stock over a twelve month period is (12 x 1.5%) = 18%. Compounded over the 12 month period, the gain is (1.015)^12 -1 = 19.6%.
Annuitant
The annual rate of return that when compounded times generates the same t-period holding return as actually occurred from period 1 to period t.
Annuitize
Is the party receiving annuity payments.
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This dictionary contains 24549 terms.
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