Level Chart

Basic Info

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

Total Return Performance

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
3.19%
7.10%
11.67%
4.95%
11.18%
13.34%
13.68%
12.68%
As of January 16, 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
26.84%
-1.77%
26.05%
6.72%
15.34%
14.30%
5.39%
3.00%
As of January 19, 2026.

Basic Info

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