Holding Period Return Calculator
Calculate the total return on an investment over your holding period including capital gains and income.
Investment Details
$
$
$
HPR Formula: (End Value - Start Value + Income) / Start Value
Holding Period Return
+30.00%
Over 2.50 years
Annualized Return
+11.07%
Total Return
$30.00
Return Components
Capital Gain$25.00 (25.00%)
Income Return5.00%
Total HPR+30.00%
Periodic Returns
Daily Return0.0288%
Monthly Return0.878%
Annual Return11.07%