Performance Metrics
Detailed Returns

5Y Return (ann.)

Definition

The five years annualized return represents the compound annual growth rate (CAGR) of an investment over the past five years.

Formula

5Y=(Ending ValueBeginning Value)151\text{5Y} = \left(\frac{{\text{{Ending Value}}}}{{\text{{Beginning Value}}}}\right)^{\frac{1}{5}} - 1

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