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
IMET’s first IAWA Conference was a valuable opportunity to listen, learn, and connect with Illinois wastewater professionals while gaining a better understanding of the communities they serve.
The IAWA Conference: Listening, Learning and Serving Illinois Communities
Read moreIMET has updated its online Reference Materials, reviewed key Illinois public funds legislation, and refreshed links to GFOA best practices to ensure participants have access to current, useful resources as of September 2026.
Updated IMET Reference Material - September 2026
Read moreClick on the link below to read the latest IMET Monthly Newsletter:
IMET AUGUST 2026 Monthly Newsletter
Read moreThe August 2026 Market Overview provides the latest updates on economic growth, inflation, employment, and Federal Reserve rate expectations.
Read more