historical yield

(redirected from Historic Yields)

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.

Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor by David L. Scott. Copyright © 2003 by Houghton Mifflin Company. Published by Houghton Mifflin Company. All rights reserved. All rights reserved.

References in periodicals archive ?

This compares with historic yields of 6.1 percent and 6.5 percent, respectively, for these portfolios.

Outlook 2014: Insurers' investments pay off

Based on historic yields, this multi-media format is showing promise as a leading industry commodity.

New variety of communication emerges

In order for the EU's aid system for arable crops to qualify for the GATT's blue box for subsidies, meaning that it does not directly affect competition in the product and its market price, it had to be designed under a scheme which involves limits on production - a combination of compulsory set aside, base areas, and historic yields. The Commission is claiming that changes to the historic yield level set may require careful legal consideration, and possibly renegotiating the system at GATT's successor organisation, the WTO.

Suspected of trying to ensure full compensation to farmers for intervention price cuts, some Member States are now disputing the reference period used by the Commission to calculate the 'historic yield' of arable crops in a given region - but as it involves GATT commitments, changing the reference period would be a complicated business.