IN PLAIN ENGLISH
How the fund did year by year, good years and bad, which shows how bumpy the ride has been.
FULL DEFINITION
A fund's total return in each full calendar year, January to December.
EXAMPLE
+17.72% in 2025 and −18.17% in 2022 shows a fund that has lost almost a fifth of its value in a bad year.
HOW IT'S CALCULATED
Not calculated by the app. The market data provider's total return for each of the last five full years, with distributions counted as reinvested. The year in progress appears once it ends. Green bars are gains and red bars losses, each drawn relative to the largest move shown.
Educational content only. It is not personal financial advice.