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.
Recent News
In this month's newsletter view our upcoming schedule for conferences and events, check out the link to our other recent articles, read our economic update, and see the August 2024 fund performance.
Read moreIn this month's newsletter view our upcoming schedule for conferences and events, check out the link to our other recent articles, read our economic update, and see the July 2024 fund performance.
Read moreThis article gives a refresher for the GFOA's Best Practices as it pertains to managing public funds. Even though you may know them well, it is always helpful to review (one might call that a Best Practice). The article can be found here: Refresher: GFOA Best Practices for Managing Public Funds
Read moreThis article breaks down Cash Flow Forecasting (CFF). It focuses in on what CFF is, what CFF is not, and where to start.
The article can be found here: Navigating Fiscal Waters: The Art of Cash Flow Forecasting for Financial Stewardship
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