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.
Recent News
Effective immediately, the Government Finance Officers Association (GFOA) is asking all industry affiliates to immediately stop using the common four-letter acronym most often associated with the Comprehensive Annual Financial Report. Instead, GFOA recommends referring to the report by either the full name or by using a shortened format that does not include the four-letter acronym. For instance, the “Annual Report” would be acceptable.
Read moreThe IMET 2020 Annual Report is now available
Read moreIMET February 2021 Monthly Newsletter
Read more