Annualized Total Returns Since Inception (Daily) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
View Annualized Total Returns Since Inception (Daily) Chart
Start Trial

Historical Annualized Total Returns Since Inception (Daily) Data

View and export this data back to 2014. Start Trial.
Date Value
August 28, 2026 --
August 21, 2026 --
August 14, 2026 --
August 07, 2026 --
July 31, 2026 --
July 24, 2026 --
July 17, 2026 --
July 10, 2026 --
July 09, 2026 --
July 08, 2026 --
July 07, 2026 --
July 06, 2026 --
July 02, 2026 --
June 30, 2026 --
June 26, 2026 --
June 18, 2026 --
June 12, 2026 --
June 05, 2026 --
May 29, 2026 --
May 22, 2026 --
May 15, 2026 --
May 08, 2026 --
May 01, 2026 --
April 30, 2026 --
April 24, 2026 --
Date Value
April 17, 2026 --
April 10, 2026 --
April 09, 2026 --
April 08, 2026 --
April 07, 2026 --
April 06, 2026 --
April 02, 2026 --
March 31, 2026 --
March 27, 2026 --
March 20, 2026 --
March 13, 2026 --
March 06, 2026 --
February 27, 2026 --
February 20, 2026 --
February 13, 2026 --
February 06, 2026 --
January 30, 2026 --
January 23, 2026 --
January 16, 2026 --
January 09, 2026 --
January 08, 2026 --
January 07, 2026 --
January 06, 2026 --
January 05, 2026 --
January 02, 2026 --

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.

Read full definition.

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

View Annualized Total Returns Since Inception (Daily) Range, Past 5 Years
Start Trial
--
Minimum
--
Maximum
--
Average
--
Median