Holding Period Return

Calculate returns over specific holding periods.

Initial Investment Value ($)

Final Investment Value ($)

Dividends/Income Received ($)

Holding Period

Holding Period Return

Total Return Amount

Annualized Return

Capital Gain

Income Return

Enter investment details to calculate holding period return

Initial Value:

Final Value:

Capital Gain:

Dividends/Income:

Yield on Cost:

Holding Period:

In Years:

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

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

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

Scenario: Bond held for 2 years with regular coupon payments

Get Results of Holding Period Return via Email

Save your calculations and get detailed breakdowns