Returns & Performance
Holding Period
Definition
What is Holding Period?
The length of time an investment is owned.
Example in practice
How This Looks in Practice
The investor's holding period runs from purchase to sale.
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Related Terms
Returns & Performance
Total Return
The complete investment result from price changes plus income, assuming distributions are included.
Returns & PerformanceCapital Gain
The profit made when an asset or fund unit is sold for more than its cost.
Returns & PerformanceDividend
A payment made from a company's profits to eligible shareholders.
Costs & FeesManagement Fee
The recurring fee paid from fund assets to the fund manager for managing the portfolio.