In: Finance
Initial value = 100 * 101.9 = 10,190
Ending value = 100 * 94.51 = 9,451
Dividends = 5.62 * 100 = 562
Holding period return = [(Ending value + dividends - beginning value) / beginning value] * 100
Holding period return = [(9,451 + 562 - 10,190) / 10,190] * 100
Holding period return = -1.74%