Yield (12m)
Shows the last 12 months of income from an open position compared with its current value.
Yield (12m) looks at income from an open position over the last year, such as dividends or coupons, and compares it with the position's current market value. It is similar to asking how much rent an apartment paid compared with what it is worth today.
The metric helps separate income from price movement. A position can have a positive yield while its market price is down, or no yield while its price has risen.
A low or zero value means little or no matched income in the last 12 months. Very high yield needs caution: it can come from a special payment, a falling price, or a data match that deserves checking. It is not a promise that the next 12 months will pay the same amount.
Example: an open bond or stock position is worth $8,000 today and paid $240 of coupons or dividends over the last 12 months. Yield is $240 / $8,000 = 3%. If the market value falls to $6,000 with the same $240 income, the displayed yield becomes 4%, even though income did not increase.
How we compute it
For each open position we sum matched dividends and coupons over the trailing 12 months, converted into account currency. Yield equals that income divided by the position's current market value; if value or reliable symbol matching is missing, the row is not given a yield.