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
Click on the link below to read the latest IMET Monthly Newsletter:
IMET July 2026 - Monthly Newsletter
Read moreBased on GFOA best practices, this article explains how public agencies can evaluate investment portfolio performance and use a scorecard to track safety, liquidity, return, and overall policy objectives.
Reporting on the Performance of Public Investment Portfolios
Read moreIMET celebrates Executive Director Sofia Anastopoulos and the steady leadership, professionalism, and dedication she has provided throughout her 10 years of service to IMET.
Celebrating 10 Years of Leadership: Sofia Anastopoulos Marks a Decade with IMET
Read moreLearn how the Village of Woodridge and Finance Director John Harrington use IMET to support reserves, liquidity, and investment diversification.
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