Level Chart

Basic Info

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

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
2.66%
10.33%
17.78%
13.74%
22.29%
23.36%
15.09%
16.21%
As of January 05, 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
30.68%
-3.71%
39.31%
8.60%
30.60%
25.17%
12.89%
1.21%
As of January 07, 2026.

Basic Info

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