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
3.53%
9.89%
9.79%
13.00%
11.73%
8.35%
11.45%
10.40%
As of January 12, 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
25.55%
13.10%
24.29%
-13.49%
15.84%
13.41%
7.02%
4.88%
As of January 13, 2026.

Basic Info

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