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 JULY 2022 Monthly Newsletter
July 12, 2022

In this month's monthly newsletter, you will be able to read about the IMTA Annual Summer Conference that took place in Springfield, see all the upcoming events IMET will be participating in, review the latest economic update, and view the performance report for June 2022. 

Read more
IMET June 2022 Monthly Newsletter
June 09, 2022

In this month's monthly newsletter, you will be introduced to IMETs new Associate Director, see the upcoming events IMET will be participating in, review the latest economic update, and view the performance report for May 2022.  

Read more
Meet Ethan Lord
June 08, 2022

We are excited to introduce Ethan Lord, our new Associate Director, who will be working out of Edwardsville.

Read more
IMET May 2022 Monthly Newsletter
May 13, 2022

Read more
View All News