# Holding Period Return Calculator

###### Updated: Oct 24, 2018

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

Holding Period Return:
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#### Background Information

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%

### History

May 22, 2018
Tool Launched

Created: May 22, 2018
Online Tool Designed For: Windows, OS X, Android, iOS, Linux