Holding Period Return Calculator
Calculate holding period return from initial value, end value, and optional dividends. HPR = (End - Initial + Dividends) / Initial.
Use the Holding Period Return Calculator
Enter initial value, end value, and optional dividends. Holding period return (%) is calculated.
Inputs
Initial value, end value, optional dividends received during the period.
Results
Holding period return (%)
12%
HPR = (End value - Initial value + Dividends) / Initial value. Total return over the holding period.
How this calculator works
HPR = (End value - Initial value + Dividends) / Initial value, expressed as a percentage.
How to interpret your results
HPR is the total return over the period. It is not annualised; for that use CAGR or annualised return.
FAQs
What is holding period return?▾
Total return over the period: (End value - Initial value + Dividends) / Initial value, as a percentage.
Which inputs matter most?▾
Initial and end value. Add dividends if received during the period.
When would I use this?▾
To measure total return for a single holding period; to compare with benchmark or target.
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