Holding Period Return

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Finance

Calculate total return on an investment over a holding period.

Formula

HPR = (End Value − Start Value + Income) / Start Value × 100%
  • HPR = (End Value − Start Value + Income) / Start Value × 100% — for reference only.

Holding Period Return

Holding Period Return calculation.

Frequently asked questions

How is Holding Period Return calculated?
HPR = (End Value − Start Value + Income) / Start Value × 100%