Finance

Holding Period Return Calculator

Calculate total and annualized return on an investment over your holding period.

Purchase Price ($)

Selling Price ($)

Income Received ($)

Dividends, interest, distributions

Holding Period (years)

Formula:
HPR = (Ending Value − Beginning Value + Income) / Beginning Value
Annualized = (1 + HPR)^(1/years) − 1

Understanding HPR

HPR measures total return including both capital appreciation and income over the entire holding period, regardless of duration. To compare investments held for different periods, use the annualized return.