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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Date Value
September 17, 2026 --
September 16, 2026 --
September 15, 2026 --
September 14, 2026 --
September 11, 2026 --
September 10, 2026 --
September 09, 2026 --
September 08, 2026 --
September 07, 2026 --
September 04, 2026 --
September 03, 2026 --
September 02, 2026 --
September 01, 2026 --
August 31, 2026 --
August 28, 2026 --
October 29, 2015 --
October 28, 2015 --
October 27, 2015 --
October 26, 2015 --
October 23, 2015 --
October 22, 2015 --
October 21, 2015 --
October 20, 2015 --
October 19, 2015 --
October 16, 2015 --
Date Value
October 15, 2015 --
October 14, 2015 --
October 13, 2015 --
October 12, 2015 --
October 09, 2015 --
October 08, 2015 --
October 07, 2015 --
October 06, 2015 --
October 05, 2015 --
October 02, 2015 --
October 01, 2015 --
September 30, 2015 --
September 29, 2015 --
September 28, 2015 --
September 25, 2015 --
September 24, 2015 --
September 23, 2015 --
September 22, 2015 --
September 21, 2015 --
September 18, 2015 --
September 17, 2015 --
September 16, 2015 --
September 15, 2015 --
September 14, 2015 --
September 11, 2015 --

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:LU0423407823", "annualized_daily_all_time_total_return")
Last 5 Data Points: =YCS("M:LU0423407823", "annualized_daily_all_time_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.