Calculating Holding Period Return
Holding period return is a metric that is used to measure the total returns of an asset or portfolio over a given time period, and is expressed as a percentage.Formula
Holding Period Return = [(Ending Value - Beginning Value + Dividends + Interest) / Beginning Value] x 100How do I calculate the holding period return?
Holding period return is an important metric to help investors measure their returns on an investment. It is calculated by taking the total return earned on the asset or portfolio over the time it is held, expressed as a percentage. This can be easily calculated using the following formula: Holding Period Return = [(Ending Value - Beginning Value + Dividends + Interest) / Beginning Value] x 100. Investors can use spreadsheet programs such as Sourcetable to easily calculate their holding period return.
What is Holding Period Return?
Holding period return is the total return earned on an asset or portfolio over a specified period of time. It is expressed as a percentage.
Key Points
How do I calculate holding period return?
Holding Period Return = [(Ending Value - Beginning Value + Dividends + Interest) / Beginning Value] x 100
Holding period return is expressed as a percentage
Holding period return is the rate of return of an asset or portfolio over a specific period of time expressed as a percentage. This percentage is calculated by taking the total returns from the asset or portfolio over the period and dividing it by the beginning value.
Holding period return is calculated using total returns from the asset or portfolio
Total returns from an asset or portfolio include any income received plus any capital gains or losses. This means that the holding period return not only accounts for income received, but also for the appreciation or depreciation of the asset or portfolio. This provides a more accurate measure of the performance of the asset or portfolio over a certain period of time.
