Holding Period Return

 Holding Period Return is defined as the return an investor makes over a period of time.



Holding Period Return (HPR) = (PE - PB + D) / PB
  • PE is the price at the end of the investment
  • PB is the price at the beginning of the investment
  • D is cash received, for example, dividends.
Please refer to the Holding Period Return worksheet in Rate of Return.xls.

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Bank Discount Yield

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