Last year, Sue purchased a listed fund that was trading at $42 and had an NTA of $38. Sue sold the fund today when the NTA is $44 and the market price is $43. The fund paid $1 in dividends over the past year. What is the Sue's holding period return?

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The Answer of Last year, Sue purchased a listed fund that was trading at $42 and had an NTA of $38. Sue sold the fund today when the NTA is $44 and the market price is $43. The fund paid $1 in dividends over the past year. What is the Sue's holding period return?

Last Year, Sue Purchased a Listed Fund That Was Trading