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Historical Yield

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Historical yield
A measure of a mutual fund's yield over a specific period of time, e.g., 1 year, 2 year, 5 year, or year to date.

Historical Yield
A mutual fund's yield over a given period of time. The historical yield may be measured over one, two or even five years. It provides a reference for the mutual fund's current performance. For example, if the yield in year five is 4%, one might compare it to the historical yield in years one through four to see whether or not 4% is a good return on that particular mutual fund.

historical yield
The yield that a money market mutual fund has provided during a specified period. Investors frequently compare historical yields among firms when trying to select a fund to purchase. Historical yields are more useful when comparing funds than when estimating future yields.


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Past "Money Matters" columns have covered using historical yield data to properly calibrate the "grid.
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