Investment Terms

Investment Terms

Worksheet • 30 min of learning

Here's how Investment Terms aligns with curriculum standards in Connecticut. Use the filters to change the location, set of standards, and grade level.

Financial Literacy Standards

9.3: Investing

12.2: Investors earn investment returns from price changes and annual cash flows (such as interest, dividends or rent). The nominal annual rate of return is the annual total dollar benefit as a percentage of the beginning price.

Standards
Defined by Standards for Personal Finance: NGPF 9th-12th Grades and align with Investment Terms
12.2.a: Describe the different types of annual cash flows that can be received by investors.

12.13: Investors often compare the performance of their investments against a benchmark, such as a diversified stock or bond index.

Standards
Defined by Standards for Personal Finance: NGPF 9th-12th Grades and align with Investment Terms
12.13.c: Discuss the advantages of investing in an exchange-traded fund (ETF) that tracks a market index rather than investing in actively managed mutual funds or individual stocks and bonds.