Level Chart

Basic Info

N/A
Core Index Name S&P 500 Value
Return Type Net Total Return
Currency Code GBP
Category Hedge Type Not Hedged

Total Return Performance

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
-1.17%
2.55%
9.14%
3.98%
10.88%
12.59%
11.95%
11.79%
As of January 02, 2026. Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
Start Trial

Annual Performance

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
25.87%
-2.59%
25.23%
5.99%
14.63%
13.52%
4.77%
-0.03%
As of January 03, 2026.

Basic Info

N/A
Core Index Name S&P 500 Value
Return Type Net Total Return
Currency Code GBP
Category Hedge Type Not Hedged