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Position & P/L · Homework calculator

Holding-period return and CAGR

Simple return and optional CAGR on a PSX holding. Dividends optional.

Score guide

Plain-English read on your result

You type rates

Fees & tax - not frozen in code

Educational only

Not a broker ticket or FBR filing

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Formula

Simple % ≈ (end + dividends − start) ÷ start × 100. CAGR ≈ (end/start)^(1/years) − 1.

Classroom: 100,000 → 130,000 over 2 years, 4,000 dividends

Simple return includes dividends. CAGR uses start and end value only in this worksheet.

Your inputs

Type numbers - results update live

Result

Homework

Fill the fields on the left to see classroom math and a plain-English read of your number.

Understand your number

Total return from start to end value plus dividends you typed.

Typical homework range: Compare to KSE benchmark homework and to inflation - context matters.

Score guide

RangeLabel
NegativeLost vs start
0%-10%Modest gain
Over ~20%/yr simpleStrong period
  • Negative - End value below start - study period and whether dividend offset helped.
  • 0%-10% - Positive homework return - check if it beat sitting in savings or an index.
  • Over ~20%/yr simple - Unusually good stretch - ask if repeatable or one lucky cycle.

Past return does not repeat automatically.

Related with these numbers: Trade P/L in PKR · Position as % of cash · Distance to daily circuit

Past return is not expected future return.

FAQ

Is the result a buy or sell signal?

No. It is classroom arithmetic. Compare with filings and a licensed broker before any real order.

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Stay on the high-volume path: market today → stock list → company share price → beginners / metrics - tip check when a forward arrives.

Holding Period Return Calculator | Pehle Samjho