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 2021. Start Trial.
Date Value
September 16, 2026 --
September 15, 2026 --
September 14, 2026 --
September 11, 2026 --
July 28, 2021 --
July 27, 2021 --
July 26, 2021 --
July 23, 2021 --
July 22, 2021 --
July 21, 2021 --
July 20, 2021 --
July 19, 2021 --
July 16, 2021 --
July 15, 2021 --
July 14, 2021 --
July 13, 2021 --
Date Value
July 12, 2021 --
July 09, 2021 --
July 08, 2021 --
July 07, 2021 --
July 06, 2021 --
July 02, 2021 --
July 01, 2021 --
June 30, 2021 --
June 29, 2021 --
June 28, 2021 --
June 25, 2021 --
June 24, 2021 --
June 22, 2021 --
June 21, 2021 --
June 18, 2021 --

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:LU2108482402", "annualized_daily_all_time_total_return")
Last 5 Data Points: =YCS("M:LU2108482402", "annualized_daily_all_time_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.