S&P 500 Momentum Index Total Return (^SPXMTR)
4070.04
+25.35
(+0.63%)
USD |
May 16, 20:00
Key Stats
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Basic Info
| The S&P 500 Momentum is designed to measure the performance of 100 securities in the S&P 500 (^SPX) universe that exhibit persistence in their relative performance. The index solely comprises constituents with high risk-adjusted price return momentum, the tendency of investments to exhibit persistence in their relative performance. This index complements the S&P single factor indices and can be used by investors within a strategic allocation portfolio of alternative beta strategies, as well as a tactical strategy when market conditions are favorable. Constituents are weighted by the product of market cap and momentum score. Rebalancing takes place semiannually in March and September. | |
| Core Index Name | S&P 500 Momentum Index |
| Return Type | Total Return |
| Currency Code | USD |
| Category Hedge Type | Not Hedged |
Index Varieties
| Return Types | |
| Net Total Return | S&P 500 Momentum Index Net Total Return |
| Price Return | S&P 500 Momentum Index |
Total Return Performance
As of May 16, 2025.
Returns for periods of 1 year and above are annualized.
Annual Performance
As of May 17, 2025.
Basic Info
| The S&P 500 Momentum is designed to measure the performance of 100 securities in the S&P 500 (^SPX) universe that exhibit persistence in their relative performance. The index solely comprises constituents with high risk-adjusted price return momentum, the tendency of investments to exhibit persistence in their relative performance. This index complements the S&P single factor indices and can be used by investors within a strategic allocation portfolio of alternative beta strategies, as well as a tactical strategy when market conditions are favorable. Constituents are weighted by the product of market cap and momentum score. Rebalancing takes place semiannually in March and September. | |
| Core Index Name | S&P 500 Momentum Index |
| Return Type | Total Return |
| Currency Code | USD |
| Category Hedge Type | Not Hedged |
Index Varieties
| Return Types | |
| Net Total Return | S&P 500 Momentum Index Net Total Return |
| Price Return | S&P 500 Momentum Index |