|
 |
||
 |
| This dictionary contains: 24549 financial terms |
 |
Annual report
|
|
Annual reportThere 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.
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.
Basis
The price an investor pays for a security plus any out-of-pocket expenses. It is used to determine capital gains or losses for tax purposes when the stock is sold.
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 rate of return
The 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.
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 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
The 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.
Annual report
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.
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.
Basis
The price an investor pays for a security plus any out-of-pocket expenses. It is used to determine capital gains or losses for tax purposes when the stock is sold.
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 rate of return
The 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.
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 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
The 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.
Annual report
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.
We thank you for using the Financial Dictionary to search for Annual report. If you have a better definition for Annual report than the one presented here, please let us know by making use of the suggest a term option. This definition of Annual report may be disputed by other professionals. Our attempt is to provide easy definitions on Annual report and any other medical topic for the public at large.
This dictionary contains 24549 terms.
|
|