How it works
Holding-period return = (sale proceeds + income − costs − initial investment) / initial investment × 100.
Input definitions
- Initial investment including buy fees
- Enter the value in the labeled unit.
- Sale proceeds before exit fees
- Enter the value in the labeled unit.
- Cash income received
- Enter the value in the labeled unit.
- Exit and other costs
- Enter the value in the labeled unit.
A worked example
- Initial investment including buy fees
- 1000
- Sale proceeds before exit fees
- 1100
- Cash income received
- 50
- Exit and other costs
- 10
Assumptions & limits
Planning model using the rates, cash flows and periods entered. Examples are illustrative, not market quotes or personalised financial advice. Taxes, inflation and transaction costs are excluded unless explicitly entered.
Sources & review
Maintained by AnsRio. Methods and examples use automated checks; this does not imply independent professional certification.
Method updated 2026-10-18. Content checked against the stated method and examples. Our verification approach.
Common questions
Is this an annualised return?
No. It is the return over the entire holding period. Annualising requires the exact duration and cash-flow timing.
How does Holding-period return after costs work?
Holding-period return = (sale proceeds + income − costs − initial investment) / initial investment × 100.
What should I check before using Holding-period return after costs?
Planning model using the rates, cash flows and periods entered. Examples are illustrative, not market quotes or personalised financial advice. Taxes, inflation and transaction costs are excluded unless explicitly entered.