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
3.63%
4.99%
13.59%
22.74%
13.89%
13.19%
13.69%
14.50%
As of May 17, 2024. Returns for periods of 1 year and above are annualized.

Annual Performance

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
5.37%
-3.29%
26.84%
-1.77%
26.05%
6.72%
15.34%
8.40%
As of May 17, 2024.

Basic Info

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