db X-Trackers 2040 Target Date Fund seeks to track the performance of the Zacks 2040 Lifecycle Index (the Underlying Index). The Fund is an exchange traded funds, which is managed to track the Underlying Index developed for investors, which have invested with the specific target year of 2040. The Underlying Index is consisted of securities from three asset classes: international equities, domestic equities, and fixed income, and is designed to represent a portfolio of securities to outperform the Lipper Mixed-Asset Target 2030+ Index. As of May 31 2013, the Fund's total assets and investment portfolio totaled $30,134,267 and $29,943,507, respectively. The TDV average annual return since 2019 is shown above.
The Average Annual Return on the TDV average annual return since 2019 page and across the coverage universe of our site,
is a measure of the annualized return over the past ten years (or specified start date) for a given investment
(up to the end of prior trading session recorded). Arguably, choosing ten years for a measurement
period is on the one hand completely arbitrary, but on the other hand provides a sufficiently long window
to capture long-term trends.
Thus, researching Average Annual Returns is good practice for investors — whether TDV average annual return since 2019 or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's annualized return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the TDV average annual return calculation with any dividends reinvested as applicable (on ex-dates).
|
Free TDV Email Alerts:
Video: Don't Forget Dividends in Average Annual Return!
