Level Chart

Basic Info

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

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
5.87%
9.72%
12.34%
0.40%
8.63%
9.14%
12.68%
11.70%
As of January 16, 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
20.70%
9.61%
25.44%
-2.59%
9.30%
15.44%
-0.35%
6.66%
As of January 18, 2026.

Basic Info

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