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, read our economic update, and see the June 2024 fund performance.
Read moreIn this month's newsletter view our upcoming schedule for conferences and events, read our economic update, and see the May 2024 fund performance.
Read moreIn this month's newsletter view our upcoming schedule for conferences and events, read our economic update, and see the April 2024 fund performance.
Read moreIn this month's newsletter, read how the IMET Core Fund is favorably positioned in the current environment, review our economic update, and see the March 2024 fund performance.
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