Returns & Performance
Holding-Period Return
Definition
What is Holding-Period Return?
Total gain or loss during the time an investment is held, including income.
Example in practice
How This Looks in Practice
Keep learning
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.