Level Chart

Basic Info

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

Index Varieties

Return Types
Net Total Return S&P 400 Net Total Return GBP Hedged
Total Return S&P 400 Total Return GBP Hedged
Currency Hedging Types
Not Hedged S&P 400 GBP

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
5.02%
3.92%
10.14%
8.51%
12.50%
8.39%
9.14%
9.64%
As of December 24, 2025. 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
2018
2019
2020
2021
2022
2023
2024
YTD
-12.86%
22.99%
10.34%
24.06%
-15.10%
14.56%
13.43%
9.75%
As of December 29, 2025.

Basic Info

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

Index Varieties

Return Types
Net Total Return S&P 400 Net Total Return GBP Hedged
Total Return S&P 400 Total Return GBP Hedged
Currency Hedging Types
Not Hedged S&P 400 GBP