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 2026. Start Trial.
Date Value
September 17, 2026 --
September 16, 2026 --
September 15, 2026 --
Date Value
September 14, 2026 --
September 11, 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