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Holding Period Return

Measure the total return earned on an investment over any custom holding period, including price gains and income received.

Investment Details

Results

Holding Period Return
Total Return Amount
Annualized Return

Capital Gain

Income Return

Enter investment details to calculate holding period return

Return Breakdown

Capital Appreciation

Initial Value:
Final Value:
Capital Gain:

Income Component

Dividends/Income:
Yield on Cost:

Time Analysis

Holding Period:
In Years:

How Holding Period Return Works

Basic HPR Formula

HPR = [(Final Value + Dividends - Initial Value) / Initial Value] × 100

Annualized HPR Formula

Annualized HPR = [(1 + HPR)^(1/years) - 1] × 100

Key Components

  • Capital Appreciation: Change in asset value
  • Income: Dividends, interest, or distributions
  • Time Period: Length of investment holding
  • Annualization: Converting to yearly equivalent

Example Scenarios

Stock Investment

Scenario: Bought 100 shares at $50, sold at $60 after 1.5 years

  • • Initial Value: $5,000
  • • Final Value: $6,000
  • • Dividends: $150
  • • HPR: 23%
  • • Annualized: 14.5%

Bond Investment

Scenario: Bond held for 2 years with regular coupon payments

  • • Initial Value: $10,000
  • • Final Value: $10,200
  • • Interest: $800
  • • HPR: 10%
  • • Annualized: 4.9%

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