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Holding Period Return Calculator

LAST UPDATE: September 1st, 2018

Calculator

What is Holding Period Return?

Holding period return is simply the return over the time that an investment is held.

Formula

Holding Period Return = ((income + ending value – initial value) / initial value) x 100%

Example

A company has an income of $500, initial value of $4,000, and ending value of $6,000.

Holding Period Return = (($500 + $6,000 – $4,000) / $4,000) x 100% = ($2,500 / $4,000) x 100% = 0.625 x 100% = 62.5%

Therefore, this company has a holding period return of 62.5%.

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