How to Calculate Holding Period Return
Calculate holding period return including income and capital appreciation for any investment.
The Formula
HPR = (endValue - beginValue + income) / beginValue * 100The holding period return formula uses the mathematical relationship: HPR = (endValue - beginValue + income) / beginValue * 100. Each variable in the formula represents a measurable quantity that affects the final result.
Step-by-Step Method
- 1Identify all input values needed for the holding period return calculation.
- 2Substitute your known values into the formula: HPR = (endValue - beginValue + income) / beginValue * 100.
- 3Perform the arithmetic operations in the correct order (PEMDAS/BODMAS).
- 4Check that your result has the correct units and is within a reasonable range.
- 5Verify using the interactive Holding Period Return Calculator to confirm your answer.
Related Topics
holding period returnHPRinvestment return
Use the Interactive Calculator
Skip the manual math — get instant results with our free Holding Period Return calculator.