Level Chart

Basic Info

The S&P 500 Quality Index is designed to track high quality stocks in the S&P 500 (^SPX) by quality score, which is calculated based on return on equity, accruals ratio, and financial leverage ratio. The index solely comprises constituents with high quality scores and is weighted by a product of the quality score and float-adjusted market cap. The index is rebalanced semiannually in June and December.
Core Index Name S&P 500 Quality
Return Type Net Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Price Return S&P 500 Quality
Total Return S&P 500 Quality Total Return

Total Return Performance

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
-3.52%
3.35%
21.11%
22.57%
9.76%
13.31%
--
--
As of April 30, 2024. Returns for periods of 1 year and above are annualized.

Annual Performance

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
18.72%
-7.31%
33.14%
16.89%
27.59%
-16.10%
24.30%
8.15%
As of April 30, 2024.

Basic Info

The S&P 500 Quality Index is designed to track high quality stocks in the S&P 500 (^SPX) by quality score, which is calculated based on return on equity, accruals ratio, and financial leverage ratio. The index solely comprises constituents with high quality scores and is weighted by a product of the quality score and float-adjusted market cap. The index is rebalanced semiannually in June and December.
Core Index Name S&P 500 Quality
Return Type Net Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Price Return S&P 500 Quality
Total Return S&P 500 Quality Total Return