Annualized Total Returns Since Inception (Daily) Chart

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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Annualized Total Returns Since Inception (Daily) Data

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Date Value
August 09, 2023 --
August 08, 2023 --
August 04, 2023 --
August 03, 2023 --
August 02, 2023 --
August 01, 2023 --
July 31, 2023 --
July 28, 2023 --
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July 24, 2023 --
July 21, 2023 --
July 20, 2023 --
July 19, 2023 --
July 18, 2023 --
July 17, 2023 --
July 14, 2023 --
July 13, 2023 --
July 12, 2023 --
July 11, 2023 --
July 10, 2023 --
July 07, 2023 --
July 06, 2023 --
July 05, 2023 --
Date Value
July 04, 2023 --
June 30, 2023 --
June 29, 2023 --
June 28, 2023 --
June 27, 2023 --
June 26, 2023 --
June 23, 2023 --
June 22, 2023 --
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June 19, 2023 --
June 16, 2023 --
June 15, 2023 --
June 14, 2023 --
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June 09, 2023 --
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June 06, 2023 --
June 05, 2023 --
June 02, 2023 --
June 01, 2023 --
May 31, 2023 --
May 30, 2023 --

Annualized Total Returns Definition

Annualized Total Returns represent the compound annual growth rate (CAGR) of an investment over a specified period, assuming all income—such as dividends, interest, and capital gains distributions—is reinvested. This metric captures the full effect of both price appreciation and income generated by the investment, offering a comprehensive measure of performance.

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Annualized Total Returns Since Inception (Daily) Range, Past 5 Years

View Annualized Total Returns Since Inception (Daily) Range, Past 5 Years
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Annualized Total Returns Since Inception (Daily) Benchmarks