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Holding Period Return Calculator

Return from start and end values

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$
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Dividends or interest paid out to you during the period (not reinvested).

Your results

Holding period return

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Annualized return

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Total gain

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Price change–
Price return–
Income return–
Holding period in years–

Link returns from several periods

Combine monthly, quarterly or yearly returns into one holding period return. Each period's return compounds on the previous ones.

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Return in each period

Use a minus sign for a loss. Blank boxes are skipped.

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Linked results

Holding period return

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Annualized return

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Ending amount

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Periods linked–
Average return per period (geometric)–
Simple sum of the returns–
PeriodReturnReturn to dateValue

Results are estimates for educational purposes and are not financial, tax or legal advice.

Work out the total return over the time you held an investment, including income, either from its beginning and ending values or by linking monthly, quarterly or yearly returns, and convert it to an annual rate. Next, open the free pivot point calculator and enter your own details to see an estimate in seconds.