Holding Period Return
Free Holding Period Return calculator with clear step-by-step results.
About Holding Period Return
Holding period return captures price appreciation plus any income over the whole holding period.
Formula
Formula
HPR = (end − start + income) ÷ start × 100
Worked example
With the default values below, Holding Period Return returns Holding Period Return of 25.00%. Change any input above and every figure here is recalculated in your browser.
Inputs used
- Starting priceminimum 0 $
- 100 $
- Ending priceminimum 0 $
- 120 $
- Income receivedminimum 0 $
- 5 $
Results
- Holding Period Return
- 25.00%
- Price Change
- 20.00%
- Income Return
- 5.00%
Step by step
- 1Values used
- 2Formula
- 3Holding Period Return= 25.00
- 4Price Change= 20.00
- 5Income Return= 5.00
Assumptions and limits
- The result is derived only from the 3 inputs listed above. Anything not among them is not part of the calculation.
- In particular, this calculator does not take inflation, tax, fees or charges or compounding frequency into account.
- Figures are rounded for display to 2 decimal places, so totals built from several rounded parts can differ slightly from the unrounded arithmetic.
- This is an estimate for general information and not professional financial, tax or legal advice. See the full disclaimer for the limits that apply to this kind of calculator.
How these calculators are built and tested is described on the Methodology page. If a figure looks wrong, please report it.
Frequently Asked Questions
How does this calculator work?
Holding period return captures price appreciation plus any income over the whole holding period.
Why does this matter?
The result is a total period return, not annualised.