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Islamic Global Sunk Fund Licensed by the Kuwaiti CMA (LUIS/F/DI/2019/0087)29 November 2021 Fund Objective & Strategy The Fund seeks to generate positive returns on the long term with a balanced risk

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How to fill out annualized since inception return

01

Step 1: Calculate the total return of the investment since inception by subtracting the initial investment value from the current value.

02

Step 2: Determine the number of years the investment has been held.

03

Step 3: Divide the total return by the number of years to get the annualized return.

04

Step 4: Convert the annualized return into a percentage by multiplying by 100.

Who needs annualized since inception return?

01

Investors who want to compare the performance of different investments over a period of time.

02

Financial analysts who are evaluating the historical performance of a portfolio.

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What is annualized since inception return?

Annualized since inception return is a measure that shows the average return on an investment each year since it was first created or launched.

Who is required to file annualized since inception return?

Investment funds and financial institutions are typically required to file annualized since inception return.

How to fill out annualized since inception return?

To fill out annualized since inception return, you need to gather all the necessary financial data and calculate the average return for each year since the investment's inception.

What is the purpose of annualized since inception return?

The purpose of annualized since inception return is to provide investors and regulators with an idea of how well an investment has performed over time.

What information must be reported on annualized since inception return?

Annualized since inception return typically includes the average return on investment each year, the total return since inception, and any relevant financial data.

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