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Category: R

Round Lot

Definition A Round Lot in finance refers to a standard number of units of a particular asset – typically stocks or bonds – that is

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Rollover

Definition In finance, a rollover refers to the process of moving funds from one investment option or account to another. Typically, this term is used

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Roth 401(k)

Definition A Roth 401(k) is a type of retirement savings plan that allows employees to contribute a portion of their wages after taxes. Unlike a

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Roll Back

Definition Roll back in finance refers to a reduction or decrease in a market price, value, rate, or any other measurable phenomenon. This term is

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Roth IRA

Definition A Roth IRA (Individual Retirement Account) is a special type of retirement plan under U.S. law that is generally not taxed, provided certain conditions

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Rollover Risk

Definition Rollover risk is the potential challenge faced by investors when they must refinance or reinvest at potentially unfavorable rates upon the expiration of a

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Roll-Down Return

Definition Roll-Down Return is a financial term primarily used in the bond market to explain the potential return that may be generated as a bond

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Roll Forward

Definition In finance, roll forward refers to the process of extending the expiration or maturity of an options, futures contracts, or other short-term interest rates

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Roll Yield

Definition Roll yield refers to the amount gained or lost due to the price difference between expiring futures contracts and the forthcoming contract, while maintaining

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Rolling Returns

Definition Rolling Returns are the annualized average returns of an investment over a certain period of time. They are computed for a specific interval by

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