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 Net Total Return
Currency Code USD
Category Hedge Type Not Hedged

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
10.36%
6.83%
12.25%
21.40%
14.59%
11.81%
9.58%
10.15%
As of February 25, 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
23.83%
-1.72%
16.39%
0.34%
-8.32%
22.01%
15.46%
10.45%
As of February 26, 2026.

Basic Info

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