Glossary of Financial Terms
30-Day SEC Yield
30-Day SEC Yield represents net inv…
Active Share
Active Share measures the percenta…
Alpha
Alpha measures risk-adjusted...
Annual Portfolio Turnover
Annual Portfolio Turnover meas...
Debt to Equity Ratio
Debt to Equity is a company’s...
Dividend Yield
Dividend Yield is the ratio of...
Downside Capture Ratio (Down Capture)
Down Capture measures the perc...
Duration
A measure of a bond’s price se...
Earnings Per Share (EPS)
EPS is a company’s net profit...
EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization)
EBITDA is a measure of a compa...
Effective Duration
Effective Duration measures th...
EPS Growth Rate
EPS Growth Rate is the forecas...
Equity
Equity is ownership of a comp...
Price-to-Book Ratio (P/B)
P/B is the ratio of current sh...
Price-to-Cash Flow Ratio (P/CF)
P/CF is the price divided by c...
Price-to-Earnings Ratio (P/E)
P/E is the ratio of a stock's...
Return on Assets (ROA)
ROA measures net income relati...
Return on Equity (ROE)
ROE is a measure of how much p...
Sales Growth
Sales Growth is the compound a...
Sharpe Ratio
Sharpe Ratio measures return r...
Spread
Spread is the difference betwe...
Standard Deviation
Standard Deviation measures di...
Total Portfolio Yield
Total Portfolio Yield is the a...
Tracking Error
Tracking Error measures the va...