Income from Investments
Investment income. To 2018-Q4 included trading profits (a124). From 2019-Q1 to 2020-Q4 included trading account interest (is0004). From 2021-Q1 onward, just a120.
investment_income · A figure a credit union files
Definition
Three versions. Release v2026.2.27 covers Q1 2019 to Q2 2026, so its figures break at Q1 2021. Why account codes change
- Q1 2021
IS0004is no longer read. The series breaks here: a figure before it and one after are not read from the same accounts. - Q1 2019
IS0004replaces124. This change falls in the release’s first quarter, so the release’s series do not span it.
3 accounts, 2 of which a change of definition adds, drops or turns round.
| Account | NCUA's description, on the current form | Version 1until Q4 2018 · before the release | Version 2Q1 2019 to Q4 2020 | Version 3from Q1 2021 |
|---|---|---|---|---|
120 | Income from Investments (Including Interest and Dividends) | added | added | added |
IS0004 | Not on the current form Replaces 124 from Q1 2019Not read from Q1 2021 | not read | added | not read |
124 | Not on the current form Replaced by IS0004 from Q1 2019 | added | not read | not read |
The callseries expressions
- Version 3, from Q1 2021
a120- Version 2, Q1 2019 to Q4 2020
a120 + is0004- Version 1, until Q4 2018
a120 + a124
The form’s account 120 is a120 in an expression and in the release’s files.
The release publishes no peer figures for this measure.
About the series
- Code
investment_income· currency- Coverage
- Q1 2019 to Q2 2026: the cycles 2019-03-31 to 2026-06-30
- NCUA
- NCUA's Financial Performance Report has a line defined by the same accounts. How the engine compares them
- Ratios
- Yield on Average Investments
yield_on_avg_investments
- Yield on Average Investments
- How to cite it
- QuarterCall Callseries, series
investment_income, release v2026.2.27.
NCUA’s descriptions are the current Call Report form’s wording.
Source: NCUA Call Report; definitions from the catalogue of release v2026.2.27.
QuarterCall publishes analysis of publicly available NCUA Call Report data. Nothing here is investment, financial, or membership advice.