Finance

Holding Period Return Calculator

Return over a holding period.

Parameters Live Compute
Calculated Output
Holding period return (%) 25
Step-by-Step Breakdown
1. Values used:
2. Beginning value = 1,000 $
3. Ending value = 1,200 $
4. Income received = 50 $
5. Holding period return = 25%
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Total return over a period including dividends/income.

Frequently Asked Questions

Annualize?

Use annualized return for multi-year periods.

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