Returns & Performance
Holding Period
Definition
What is Holding Period?
The length of time an investmentAn asset or commitment of money made with the expectation of future income, growth, or both. is owned.
Example in practice
How This Looks in Practice
The investorA person or organisation that commits capital with the expectation of a financial return.'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.