Holding Period Return Calculator

Calculate the total return on an investment over your holding period including capital gains and income.

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Important Financial Disclaimer

This calculator provides estimates based on standard financial formulas from verified references. Results are for informational and educational purposes only and should not be considered as professional financial, investment, or tax advice.

For important financial decisions such as loans, investments, mortgages, retirement planning, or tax matters, please consult with qualified financial advisors, certified financial planners, or licensed tax professionals who can review your specific situation.

Calculations may not account for all variables specific to your circumstances, local regulations, or current market conditions. Always verify results and consult professionals before making financial commitments.

Not a substitute for professional financial advice

Investment Details

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$
$

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%
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