Holding Period Returns - Annualized
Based on Income and Capital Gains Earned
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
A fun Halloween themed article discussing safety, liquidity, and yield within the current market and the future outlook. Beware the Haunted Markets: Local Government Investing in Spooky Times
Read moreClick on the link below to read the latest IMET Monthly Newsletter:
IMET October 2024 Monthly Newsletter
Read moreThis article discusses the important aspects of transparency and accountability in public funds management. The aspects discussed are the principles, structure, reporting, audits, as well as standards and requirements. Transparency and Accountability in Public Fund Management
Read moreIn this month's newsletter view our upcoming schedule for conferences and events, check out the link to our other recent articles, read our economic update, and see the August 2024 fund performance.
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