Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '252000.001874.78

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Basic Info

The S&P 500 Value Index measures the performance of the large-cap value sector in the US equity market drawn from the S&P 500 Index (^SPX). It is a float-adjusted market cap index, which uses the ratios of book value, earnings, and sales to price to measure value. Rebalancing occurs quarterly in March, June, September, and December. This index was launched on May 30th, 1992.
Core Index Name S&P 500 Value
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
5.86%
-2.87%
-3.69%
4.51%
11.55%
15.84%
9.77%
11.28%
As of May 15, 2025. Returns for periods of 1 year and above are annualized.
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Annual Performance

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-8.95%
31.93%
1.36%
24.90%
-5.22%
22.23%
12.29%
0.12%
As of May 16, 2025.

Basic Info

The S&P 500 Value Index measures the performance of the large-cap value sector in the US equity market drawn from the S&P 500 Index (^SPX). It is a float-adjusted market cap index, which uses the ratios of book value, earnings, and sales to price to measure value. Rebalancing occurs quarterly in March, June, September, and December. This index was launched on May 30th, 1992.
Core Index Name S&P 500 Value
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

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