Tool Slick

Holding Period Return Calculator

Holding Period Return Calculator is used to calculate the Holding Period Return of an asset, investment or portfolio

All processing happens on the client-side, locally in your browser. No data is uploaded.

Beginning value of investment amount
Ending value of investment amount
Income received from investment amount
Holding Period Return
75.00%

History

  • 2018-05-22Tool Launched

Background

What does Holding Period Return mean?
Holding period return is the return from holding an asset or a portfolio of assets. It is also referred to as holding period yield, generally expressed as a percentage.
Formula
Holding Period Return = Income + (End Value – Initial Value) / Initial Value
Example

Let’s find the Holding Period Return for an investor, who bought a stock at $50, a year ago and received $5 in dividends over the year. Now, if the stock is trading at $60, then according to the formula;

  • Holding Period Return = [5 + (60 – 50)] / 50
  • = 30%