Holding Period Returns - Annualized

Based on Beginning/Ending Investment Values

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.


Initial Investment Value*
Ending Investment Value*
Beginning Date*
Ending Date*
Result:

Recent News

IMET AUGUST 2025 Monthly Newsletter
August 19, 2025

Click on the link below to read the latest IMET Monthly Newsletter:

IMET August 2025 Monthly Newsletter

Read more
Get involved with IMET! Serve on the IMET Board of Trustees!
August 12, 2025

The IMET Board of Trustees is soliciting interest from eligible IMET participants who would like to serve as a trustee of the IMET Board. One board position is now open as of August 11th, 2025. For more information click on the link below:  

Get involved with IMET! Serve on the IMET Board of Trustees!

Read more
Summer Projections Heading Into Fall
July 30, 2025

This article discusses the Federal Reserve’s current rate stance and how the IMET Core Fund offers Illinois public agencies a safe, liquid, and flexible investment option amid uncertainty heading into fall.

Summer Projections Heading Into Fall

Read more
IMET JULY 2025 Monthly Newsletter
July 15, 2025

Click on the link below to read the latest IMET Monthly Newsletter:

IMET July 2025 Monthly Newsletter

Read more
View All News