Level Chart

Basic Info

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

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
2.07%
4.87%
11.73%
20.39%
21.51%
13.99%
15.32%
13.40%
As of January 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
30.70%
17.75%
28.16%
-18.51%
25.67%
24.50%
17.43%
1.76%
As of January 14, 2026.

Basic Info

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