# Holding Period Return (HPR): Formula & Examples

Instructions:

question 1 of 3

### The holding period return for an investment includes:

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### 2. Jacks HPR for a mutual fund is 75% over a five year period. His annualized HPR would be:

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This quiz and its attached worksheet allow you to measure your knowledge of holding period return (HPR). See if you can explain what this investing metric is and figure out the HPR for different examples.

## Quiz & Worksheet Goals

Use these quiz questions to make sure you can:

• Explain what the HPR includes
• Use the HPR formula in different scenarios
• Account for dividends in HPR
• Determine annualized HPR
• Recall the variables used to figure out HPR

## Skills Practiced

• Critical thinking - apply relevant concepts to examine information about HPR in a different light
• Problem solving - use acquired knowledge to solve HPR practice problems
• Information recall - access the knowledge you've gained regarding what variables are included in the HPR formula
• Knowledge application - use your knowledge to answer questions about the HPR of different stocks and bonds