Level Chart

Basic Info

N/A
Core Index Name S&P 400
Return Type Net Total Return
Currency Code USD
Category Hedge Type Not Hedged

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
2.52%
3.49%
9.56%
7.60%
12.72%
8.98%
10.28%
10.31%
As of December 26, 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
-11.51%
25.55%
13.10%
24.29%
-13.49%
15.84%
13.41%
9.19%
As of December 28, 2025.

Basic Info

N/A
Core Index Name S&P 400
Return Type Net Total Return
Currency Code USD
Category Hedge Type Not Hedged