Computing annual holding period return


1) 2 twenty-year old bonds are the same in all respects except that 1 permits the issuer to call bond in return for= $1,000 cash at any time after 5 years whereas other contains no call provisions. Will the yield to maturity on two bonds vary? If so, which will be higher?

2) Information about 3 securities given below.

           Beginning-of-year price   End-of-year Price  Interest/dividend paid
Stock 1    $42.50                               $46.47                  $1.50
Stock 2     $1.25                                 $1.36                   $0.00
Stock 3   $1,020                                $1,048                  $41.00

i) Suppose interest and dividends are paid annually, compute the annual holding period return on each security.

ii) In the year, management of Stock 2 spent $10 million, or $0.50 per share, repurchasing 7.7million of company’s shares. How if at all, does this information affect computation of holding period return on Stock 2?

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Finance Basics: Computing annual holding period return
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