Holding Period Return/Yield


Holding Period Return/Yield
The total return received from holding an asset or portfolio of assets. Holding period return/yield is calculated as the sum of all income and capital growth divided by the value at the beginning of the period being measured.

Holding Period Return/Yield

Holding period return is a very basic way to measure how much return you have obtained on a particular investment. This calculation is on a per-dollar-invested basis, rather than a time basis, which makes it difficult to compare returns on different investments with different time frames. When making comparisons such as this, the annualized calculation shown above should be used.


Investment dictionary. . 2012.