Equity U.S. Equity U.S. Style

S&P 500 Value Uncapped Index

  • Performance
  • CAD
  • CNY
  • EUR
  • GBP
  • ILS
  • JPY
  • SGD
  • TWD
  • USD
  • PRICE RETURN
  • TOTAL RETURN
  • NET TOTAL RETURN
  • Graph View
  • Table View
As of May 01, 2025
1,815.37
3.11%
1 Yr Return
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Index Name
Price Return
1 Yr Return
S&P 500 Value Uncapped Index (USD)
Launch Date: May 30, 1992
Price Return1,815.37
1 Yr Return3.11%

The index Launch Date is May 30, 1992. All information for an index prior to its Launch Date is hypothetical back-tested, not actual performance, based on the index methodology in effect on the Launch Date.See More 

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As of May 01, 2025
Index Level
1 Day
MTD
QTD
YTD
S&P 500 Value Uncapped Index (USD)
Price Return
Index Level 1,815.37
1 Day 0.16%
MTD0.16%
QTD-3.54%
YTD-3.75%
As of Apr 30, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
S&P 500 Value Uncapped Index (USD)
Price Return
1 MTH-3.70%
3 MTH-6.49%
YTD-3.91%
1 Year2.75%
3 Year
Annualized7.44%
5 Year
Annualized11.47%
10 Year
Annualized6.92%
As of Apr 30, 2025
Annualized Risk
3 Year
5 Year
10 Year
Annualized Risk-Adj Returns
3 Year
5 Year
10 Year
S&P 500 Value Uncapped Index (USD)
Price Return
Annualized Risk
3 Year16.76%
5 Year15.70%
10 Year15.61%
Annualized Risk-Adj Returns
3 Year0.44%
5 Year0.73%
10 Year0.44%
Risk is defined as standard deviation calculated using monthly values.
As of May 01, 2025

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Documents

Factsheet
S&P 500 Value Uncapped (EUR Hedged) Index Factsheet
S&P 500 Value Uncapped (ILS Hedged) Index Factsheet
S&P 500 Value Uncapped Index (USD) Factsheet
S&P 500 Value Uncapped Index (CNY) Factsheet
S&P 500 Value Uncapped Index (EUR) Factsheet
S&P 500 Value Uncapped Index (GBP) Factsheet
S&P 500 Value Uncapped Index (JPY) Factsheet
S&P 500 Value Uncapped Index (TWD) Factsheet
S&P 500 Value Uncapped Index (CAD) Factsheet
S&P 500 Value Uncapped Index (SGD) Factsheet
S&P 500 Value Uncapped Index (ILS) Factsheet
Methodology
S&P U.S. Style Indices Methodology

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