What this calculator does
Holding period return works out total return from an investment, combining price change and income received. Enter your own figures above and the answer updates as you type: nothing is fixed in the code, so the result reflects exactly the numbers you supply.
The formula this calculator evaluates is printed under the tool and explained below, so you can check the working by hand or reuse it in a spreadsheet.
The formula
FormulaHPR = (Ending price − Bought price) / Bought price + Income per share / Bought price
The inputs explained
| Field | What to enter |
|---|---|
| Bought price per share ($) | A number, measured in your currency. Starts at 100. |
| Current (or sold) price per share ($) | A number, measured in your currency. Starts at 120. |
| Income received per share (dividends etc.) ($) | A number, measured in your currency. Starts at 7.5. |
Worked examples
Every figure in the tables below is produced by this page’s own calculator at build time, so the numbers and the tool always agree. Select any row to load that scenario.
How the answer changes with bought price per share
Every other input is held at the calculator’s starting values while bought price per share varies. Select any row to load that scenario into the calculator.