Holding Period Return Calculator

Your details

What you paid per share, or the starting value of the whole position.
The current or sale price per share, or the ending value of the position.
Total dividends, coupons, or other distributions collected per share while you held the asset.
Whole years you held the investment. Combine with months for partial periods.
Additional months on top of the years above (0 to 11). Used to annualize the return.
Leave at 1 if your prices are total position values. Set the share count to see total dollar profit.
Currency
Holding period return (total)Gain
24%
Annualized return (per year)24%
Capital gain yield20%
Dividend / income yield4%
Total dollar profit$240.00
Ending value (incl. income)$1,240.00
Capital gain20%
Income4%
Total HPR24%

Total HPR of 24%, about 24% a year.

  • Price change contributed 20% and income added 4%.
  • Spread over 1 year, that is about 24% per year, the figure to use when comparing investments held for different lengths of time.
  • Your total dollar profit on the position is 240.
  • Including dividends matters: reinvested income is often a large share of long-run stock returns.

Next stepUse the annualized rate, not the raw HPR, when you stack this holding up against others.

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