Level Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00

Basic Info

N/A
Core Index Name MSCI US IMI Utilities 25-50
Return Type Price Return
Currency Code LOC
Category Hedge Type Not Hedged

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
9.10%
6.35%
13.03%
25.54%
16.20%
13.49%
11.02%
11.34%
As of February 27, 2026. Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
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Annual Performance

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
25.03%
-0.74%
17.48%
1.24%
-7.37%
23.20%
16.48%
11.31%
As of March 01, 2026.

Basic Info

N/A
Core Index Name MSCI US IMI Utilities 25-50
Return Type Price Return
Currency Code LOC
Category Hedge Type Not Hedged