Holding Period Return (HPR): Formula & Examples


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question 1 of 3

The holding period return for an investment includes:

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1. Freda inherited stock that was worth $3,000 when she inherited it three years ago. Today, it is worth $5,000 and she received $50 per year in dividend income. What is her holding period return for this stock?

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

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About This Quiz & Worksheet

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

Additional Learning

You can learn more about this type of investing tool by reviewing the lesson titled Holding Period Return(HPR): Formula & Examples. This lesson explains:

  • The HPR formula and alternative HPR formula
  • Benefits to investors of using HPR
  • How to compare stock or fund performance using HPR