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, read about upcoming conferences and events IMET will be attending, read our economic update, and view the August 2023 fund performance.
Read moreIn this month's newsletter, read about upcoming conferences and events IMET will be attending, find links to our most recent articles, read our economic update, and view the July 2023 fund performance.
Read moreMore changes to MMFs
To learn more about the Fitch downgrades follow the link below.
Read moreWhy and what does it mean?
To learn more about the Fitch downgrades follow the link below.
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