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 LOC
Category Hedge Type Not Hedged

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
8.82%
6.20%
9.42%
18.71%
14.04%
11.04%
9.59%
10.08%
As of February 23, 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%
8.91%
As of February 24, 2026.

Basic Info

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