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Price Change & Dividend Holding Return Calculator

Combine price appreciation and dividends over a holding period.

  • Formula & worked example
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Calculator inputs

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How to use this calculator

  1. Enter the known values in the units shown. Results update as you type.
  2. Edit a calculated value to solve backwards, or lock a value to hold it fixed.
  3. Use the worked example to check the method. Reset restores the starting fields.

Use the result with context

Results are estimates for planning and education. Confirm rates, taxes, fees, and legal requirements with the relevant institution or a qualified professional before making a financial decision.

Formula and method

A purchase price of 100, ending price of 110 and dividends of 5 per share produce a 10% price gain plus a 5% dividend return, for 15% overall.

Holding return = (ending price − purchase price + dividends per share) ÷ purchase price

Worked example

Enter these known values and leave the other values blank.

Bought price
100 USD
Current price
110 USD
Dividend income per share
5 USD
Capital gains yield
10 %
Dividend yield
5 %
Holding period return
15 %

Assumptions and limitations

  • The result covers the entire holding period you enter. It does not annualize the return or model dividend reinvestment. Use a consistent share basis and account separately for fees, taxes and corporate actions.
  • Use consistent periods, currency and accounting definitions. The result follows the stated formula and the figures you supply.

Common questions

Is this an annual return?

The result covers the entire holding period you enter. It does not annualize the return or model dividend reinvestment. Use a consistent share basis and account separately for fees, taxes and corporate actions.

References

The calculation equations, inverse formulas, units, and input rules were imported from this source. Bookify provides the interface and equation solver.

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