How do I calculate holding period return for bonds, common stock and mutual funds?
The first investment is a bond which was purchased on May 10, 2004, and the purchase price was $20,000 the bond was later sold on May 12, 2005, the sales proceeds were $19,500. Interest on the bond from May 10, 2004 to May 12, 2005, was $2,100.
The second investment was Common stock which was purchased on December 16, 2004, at a cost of $106,000 and sold on December 18, 2005, the stock was sold for $86,456 and a total of $456.00 was received in dividends.
The final investment was a mutual fund which was purchased on January 1, 2004, at a cost of $8,000 and sold one year later with the proceeds being equal to $8,100 the dividends were $654.00 and the capital gains dividends were $1,000.
What is the holding period return of the bond the common stock and the mutual fund
