Level Chart

Basic Info

N/A
Core Index Name S&P 400
Return Type Net Total Return
Currency Code GBP
Category Hedge Type Hedged

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
5.63%
9.26%
12.10%
9.87%
11.32%
7.76%
10.30%
9.26%
As of January 16, 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
22.36%
9.80%
23.59%
-15.53%
13.97%
12.91%
7.16%
6.13%
As of January 18, 2026.

Basic Info

N/A
Core Index Name S&P 400
Return Type Net Total Return
Currency Code GBP
Category Hedge Type Hedged