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Glossary

Yield

Definition

Yield is the income an investment pays — interest or dividends — expressed as an annual percentage of its price.

A bond paying $40 a year on a $1,000 price yields 4%; a stock paying $2 in dividends at $50 yields 4% as well. Yield is only part of total return, which adds price change — a fund can yield 5% and still lose money, or yield 1% and gain 20%.

Why it matters in practice

Yield is genuinely useful for comparing cash and bond options, where income is most of the return. It becomes dangerous as a shopping criterion: an unusually high yield is usually payment for risk — credit risk in bonds, a falling price in stocks — not free income, and "reaching for yield" is a classic way conservative investors end up in risky assets. Spending only the yield is also no safety rule; total return and sustainable withdrawal rate are the sounder frame.

Related terms: Dividend · Bond · Money Market Fund · Real Return

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.