Level Chart

Basic Info

N/A
Core Index Name S&P 500 Value
Return Type Net Total Return
Currency Code GBP
Category Hedge Type Not Hedged

Total Return Performance

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
0.32%
6.24%
12.75%
2.56%
11.45%
12.34%
12.35%
12.05%
As of December 09, 2025. Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
Start Trial

Annual Performance

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.05%
25.87%
-2.59%
25.23%
5.99%
14.63%
13.52%
5.00%
As of December 10, 2025.

Basic Info

N/A
Core Index Name S&P 500 Value
Return Type Net Total Return
Currency Code GBP
Category Hedge Type Not Hedged