Holding Period Returns - Annualized

Based on Beginning/Ending Net Asset 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.

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Beginning Net Asset Value*

End Net Asset Value*

Beginning Date*

Ending Date*

Result: