Yield and return both measure an investment's financial value over a set period of time, but do it using different metrics. Yield is the amount an investment earns during a time period, usually reflected as a percentage. Return is how much an investment earns or loses over time, reflected as the difference in the holding's dollar value. The yield is forward-looking and the return is backward-looking.
I have an retirement account in vanguard sp500 index fund from my prior enployer. no additional money. no touch at all.
$415K in Jan 2014
$930K in Jan 2024.
It said $366k from market gain and $134K from income return ( i think it is from dividend), total personal investment return $500K.
Rate of return: 15.7%---What? it took 10 years to double, that should be 7% rate of return, right?
Yield and return both measure an investment's financial value over a set period of time, but do it using different metrics. Yield is the amount an investment earns during a time period, usually reflected as a percentage. Return is how much an investment earns or loses over time, reflected as the difference in the holding's dollar value. The yield is forward-looking and the return is backward-looking.