Convert a holding-period return to a yearly rate.
Annualised
16.59%
Holding period
2.47 yr
With these inputs, annualised comes to 16.59%. Holding period works out to 2.47 yr. The result assumes total return stays at 46%.
| Input | −10% | Now | +10% |
|---|---|---|---|
| Total return | 15.08% | 16.59% | 18.06% |
| Days held | 18.59% | 16.59% | 14.97% |
Save this set of inputs, change something, then save again to compare the outcomes side by side.
Convert a holding-period return to a yearly rate.
With the defaults above, annualised works out at 16.59%.