Level Chart


Level Chart

Basic Info

N/A
Core Index Name S&P 500 Value
Return Type 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
3.03%
3.10%
5.38%
18.40%
13.40%
11.83%
12.81%
12.80%
As of May 13, 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
26.84%
-1.77%
26.05%
6.72%
15.34%
14.30%
5.39%
5.87%
As of May 14, 2026.

Basic Info

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