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What is Yield?

The return generated by an investment over a specific period, usually expressed as an annual percentage.

Yield
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What is Yield?

Yield (rendimento) is the percentage return that an investment generates in relation to its price. The most common is the Dividend Yield (DY), which shows how much a stock or FII pays in dividends per year compared to its current price.

Fórmula

Dividend Yield = (Dividends paid in the last 12 months ÷ Current price) × 100

Exemplo

  • Stock costs R$ 50
  • Paid R$ 4 in dividends in the last year
  • DY = 4 ÷ 50 × 100 = 8% per year

What is a good Yield?

RangeInterpretation
0-3%Low (company reinvests profits)
3-6%Moderate (balance)
6-10%High (good payer)
10%+Very high (may be unsustainable)

Cuidados

  • Very high Yield may indicate that the price has fallen (company with problems)
  • Past Yield does not guarantee future Yield
  • Companies can cut dividends at any time
  • Compare Yield with companies in the same sector

Yield em FIIs

Real Estate Investment Funds (FIIs) usually have higher yields than stocks (0.7-1% per month). They are popular among those seeking monthly income.

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