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Holding Period Yield (HPY) Calculator

Holding Period Yield (HPY) Calculator

The Holding Period Yield Calculator is used to calculate the holding period return (HPR) of an investment. 

Holding period yield is the total return received from holding an asset or portfolio of assets over a period of time, known as the holding period, generally expressed as a percentage. Holding period yield is calculated on the basis of total returns from the asset or portfolio (income plus changes in value). It is particularly useful for comparing returns between investments held for different periods of time.

How to use Holding Period Yield (HPY) Calculator

In finance, holding period yield (HPY) is a rate of return on an asset, investment or portfolio over a particular investment period. HPY is the sum of income and capital gains divided by the asset value at the beginning of the period, often expressed as a percentage. It is one of the simplest measures of investment performance.


The holding period yield (HPY) calculation formula is as follows:

HPY = (Income + Ending Value – Beginning Value) / Beginning Value

Benefits of Using Holding Period Yield (HPY) Calculator

Holding Period Yield (HPY) Calculator is a great tool that can help you make a better decision. This calculator shows you your holding period yield (HPY) of an investment.  

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