Annualized Total Returns Since Inception (Daily) Chart

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
September 16, 2026 --
September 15, 2026 --
September 14, 2026 --
September 11, 2026 --
September 10, 2026 --
September 09, 2026 --
September 08, 2026 --
September 04, 2026 --
October 07, 2019 --
October 04, 2019 --
October 03, 2019 --
October 02, 2019 --
October 01, 2019 --
September 30, 2019 --
September 27, 2019 --
September 26, 2019 --
September 25, 2019 --
September 24, 2019 --
September 23, 2019 --
September 20, 2019 --
September 19, 2019 --
September 18, 2019 --
September 17, 2019 --
September 16, 2019 --
September 13, 2019 --
Date Value
September 12, 2019 --
September 11, 2019 --
September 10, 2019 --
September 09, 2019 --
September 06, 2019 --
September 05, 2019 --
September 04, 2019 --
September 03, 2019 --
August 30, 2019 --
August 29, 2019 --
August 28, 2019 --
August 27, 2019 --
August 26, 2019 --
August 23, 2019 --
August 22, 2019 --
August 21, 2019 --
August 20, 2019 --
August 19, 2019 --
August 16, 2019 --
August 15, 2019 --
August 14, 2019 --
August 13, 2019 --
August 12, 2019 --
August 09, 2019 --
August 08, 2019 --

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:LU0941649823", "annualized_daily_all_time_total_return")
Last 5 Data Points: =YCS("M:LU0941649823", "annualized_daily_all_time_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.