Returns & Performance
Holding-Period Return
Definition
What is Holding-Period Return?
Total gain or loss during the time an investmentAn asset or commitment of money made with the expectation of future income, growth, or both. is held, including income.
Example in practice
How This Looks in Practice
A ₦100 asset rises to ₦108 and pays ₦4, producing a 12% holding-period return.
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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.