Amanda Stanhaus

Tag: return

Average Annual Return

An unskewed interpretation of an annual return. Sum up all annual returns and divide by # of years.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Dividend

A company or mutual fund’s pocket change that it throws at shareholders every few months. A slice of the returns! Common, but not mandatory.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Expected Return

The amount of money projected to be made. Expectations do not always become reality. Remember that amazing first date and awful second.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Expense Ratio

The cost of running the mutual fund divided by the the assets of the fund. It can potentially be beneficial to own a mutual fund with a low expense ratio, it can increase my return.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Index Investing

Returns are based on market returns. Watch out, it’s expensive to recreate the index.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Investment Objective

Goal. I want those shoes. I want this rate of return.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Return

How much additional $$ my investment earned post-purchase.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Total Return

Count it all! Optional: throw, dance and roll in it.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Yield

Return on an investment.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)