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 2019. Start Trial.
Date Value
August 26, 2026 --
August 19, 2026 --
August 12, 2026 --
August 05, 2026 --
July 29, 2026 --
July 22, 2026 --
July 15, 2026 --
July 08, 2026 --
July 01, 2026 --
June 24, 2026 --
June 17, 2026 --
June 10, 2026 --
June 03, 2026 --
May 27, 2026 --
May 26, 2026 --
May 22, 2026 --
May 20, 2026 --
May 13, 2026 --
May 06, 2026 --
April 29, 2026 --
April 22, 2026 --
April 15, 2026 --
April 08, 2026 --
April 07, 2026 --
April 06, 2026 --
Date Value
April 03, 2026 --
April 02, 2026 --
April 01, 2026 --
March 31, 2026 --
March 30, 2026 --
March 27, 2026 --
March 26, 2026 --
March 25, 2026 --
March 24, 2026 --
March 23, 2026 --
March 20, 2026 --
March 19, 2026 --
March 18, 2026 --
March 17, 2026 --
March 16, 2026 --
March 13, 2026 --
March 12, 2026 --
March 11, 2026 --
March 10, 2026 --
March 09, 2026 --
March 06, 2026 --
March 05, 2026 --
March 04, 2026 --
March 03, 2026 --
March 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

Annualized Total Returns Since Inception (Daily) Excel Add-In Codes

View Annualized Total Returns Since Inception (Daily) Excel Add-In Codes
Start Trial
Metric Code: annualized_daily_all_time_total_return
Latest Data Point: =YCP("M:LU1840470121", "annualized_daily_all_time_total_return")
Last 5 Data Points: =YCS("M:LU1840470121", "annualized_daily_all_time_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.