BondStats
Learn / Formula / Holding Period Return
RETURNS

Holding Period Return

Measures total return over the actual holding period.

Formula

HPR = (Income + P1 - P0)/P0

Variables: Income; initial price P0; ending price P1

What it means

Measures total return over the actual holding period.

Example

Buying at 98, receiving 2 income and selling at 101 gives HPR of about 5.10%.

How to interpret it

This concept should be read together with its market convention, measurement horizon and underlying instrument. BondStats presents it as an analytical reference rather than investment advice; instrument documentation and primary market rules remain authoritative.

BondStats reference content is independently written. Mathematical relationships, abbreviations and market conventions are presented for educational and analytical use.