Holding Period Return Calculator

Return over a holding period.

Holding period return (%) 25

Step-by-step with your numbers:

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.

FAQ

Annualize?

Use annualized return for multi-year periods.