Annualized Total Returns Since Inception (Daily) Chart

Sep '18
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Historical Annualized Total Returns Since Inception (Daily) Data

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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) Excel Add-In Codes

View Annualized Total Returns Since Inception (Daily) Excel Add-In Codes
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Metric Code: annualized_daily_all_time_total_return
Latest Data Point: =YCP("M:IE00BH47R040", "annualized_daily_all_time_total_return")
Last 5 Data Points: =YCS("M:IE00BH47R040", "annualized_daily_all_time_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.