Level Chart

Basic Info

N/A
Core Index Name S&P 1500
Return Type Net Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Price Return S&P 1500
Total Return S&P 1500 Total Return

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
2.12%
3.90%
11.60%
18.16%
21.77%
13.42%
14.81%
13.22%
As of January 09, 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
30.13%
17.28%
27.91%
-18.18%
24.85%
23.43%
16.56%
2.02%
As of January 11, 2026.

Basic Info

N/A
Core Index Name S&P 1500
Return Type Net Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Price Return S&P 1500
Total Return S&P 1500 Total Return