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 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 --
March 17, 2022 --
March 16, 2022 --
March 15, 2022 --
March 14, 2022 --
March 11, 2022 --
March 10, 2022 --
March 09, 2022 --
March 08, 2022 --
March 07, 2022 --
March 04, 2022 --
March 03, 2022 --
Date Value
March 02, 2022 --
March 01, 2022 --
February 28, 2022 --
February 25, 2022 --
February 24, 2022 --
February 22, 2022 --
February 21, 2022 --
February 18, 2022 --
February 17, 2022 --
February 16, 2022 --
February 15, 2022 --
February 14, 2022 --
February 10, 2022 --
February 09, 2022 --
February 08, 2022 --
February 07, 2022 --
February 04, 2022 --
February 03, 2022 --
February 02, 2022 --
February 01, 2022 --
January 31, 2022 --
January 28, 2022 --
January 27, 2022 --
January 26, 2022 --
January 25, 2022 --

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) Benchmarks

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:LU1861474135", "annualized_daily_all_time_total_return")
Last 5 Data Points: =YCS("M:LU1861474135", "annualized_daily_all_time_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.