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
1.58%
3.23%
14.45%
12.79%
20.90%
13.75%
13.85%
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As of December 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
-5.51%
30.13%
17.28%
27.91%
-18.18%
24.85%
23.43%
16.21%
As of December 16, 2025.

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