Holding-period return includes both price change and investment income.
Holding Period Return Calculator
Form
Results
Dividend yield
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Holding period return
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Table of Contents
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What is Holding Period Return?
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How to Use This Calculator
- Enter or select Bought price, Current price, Dividend income per share.
- Check the unit beside each measurement. For a percentage or rate, use the scale and time period stated in the form.
- Choose Calculate, then compare the output with the formula and example below. If you change a value or option, calculate again to update the result.
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Formula Used
HPR = (ending price−starting price+income)/starting price × 100
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Variables Explained
| Input | What it means |
|---|---|
| Bought price | The original purchase price used as the return calculation’s baseline. |
| Current price | The comparison price at the later valuation date. |
| Dividend income per share | An investment-income payment; the perpetuity formula uses the next expected payment. |
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Worked Example
A share bought at 40, now worth 44 and paying 2 in dividends returned 15%.
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Why Use This Calculator?
Compare the result with the underlying statement, budget or proposed transaction. It is most useful when every amount uses the same reporting period and the same accounting definition.
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Common Mistakes
- This is the return over the holding period, not automatically an annual return.
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Frequently Asked Questions
Should I use monthly or annual figures?
Use one consistent period for every amount and rate in the relationship. If a form specifies an annual rate or a monthly amount, follow that label rather than mixing time periods.
Does the result include fees and tax?
Only the costs and taxes represented by the inputs and formula are included. A real transaction can include other charges, so compare the estimate with the underlying agreement or statement.
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Sources & References
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