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 MARCH 2023 Monthly Newsletter
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In this month's newsletter, you will get a reminder to register for the IMET Annual Participant Meeting happening March 21st at the NIU Conference Center in Naperville, read Sofia's perspective on inflation in Sofia's Spot, and get an economic update and a performance overview for February for IMET funds.

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IMET FEBRUARY 2023 Monthly Newsletter
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In this month's monthly newsletter, you will learn about and be able to register for the IMET Annual Participant Meeting happening March 21st in Naperville, learn about the Arbitrage Rebate Calculation webinar presented by Ice Miller on February 22nd at 10am CST, read about IMET Funds Performance, see all the upcoming events IMET will be participating in the coming months, review the latest economic update, and view the performance report for January 2023. 

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IMET JANUARY 2023 Monthly Newsletter
January 13, 2023

In this month's monthly newsletter, you will learn about IMET's Annual Participant Meeting coming this March, read about IMET Funds Performance, see all the upcoming events IMET will be participating in for the beginning of the new year, review the latest economic update, learn about some of IMET's additional services, and view the performance report for December 2022. 

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IMET DECEMBER 2022 Monthly Newsletter
December 12, 2022

In this month's monthly newsletter, you will see IMET's Holiday Schedule, learn about IMET's Annual Participant Meeting coming March 2023, read about IMET Funds Performance, see all the upcoming events IMET will be participating in the remainder of the year, review the latest economic update, learn about some of IMET's additional services, and view the performance report for November 2022. 

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