Holding Period Returns - Annualized
Based on Income and Capital Gains Earned
The holding period return is one of the simplest measures of investment performance and shows the percentage by which the value of the investment/asset has grown for a particular period. The calculator below provides yield information for one transaction from beginning to end. The calculator will not provide yield information for investments in which additional principal amounts have been added to the original investment principal during the holding period.
Recent News
The Fall 2025 Market Overview highlights steady economic growth, moderate inflation, and the Federal Reserve’s gradual shift toward rate cuts following the September adjustment. IMET Performance reflects how these market conditions influenced the Core and Convenience Series during the period.
Market Overview and IMET Performance - Fall 2025
Read moreThis article explains the Federal Reserve’s October 29, 2025, 0.25% rate cut to a 3.75%–4.00% target range—the second cut of the year—signaling a gradual easing path amid policy uncertainty, with balance sheet runoff ending December 1 to support liquidity.
Fed Eases Rates Again — What It Means for Public Funds Investors
Read moreIn this edition of the IMET Participant Spotlight, we feature Johnson County Treasurer Mitch McClellan, who shares how IMET has helped diversify the County’s investment portfolio and strengthen its financial foundation.
IMET PARTICIPANT SPOTLIGHT HIGHLIGHTS: JOHNSON COUNTY
Read moreClick on the link below to read the latest IMET Monthly Newsletter:
IMET October 2025 - Monthly Newsletter
Read more