Multi-Asset Managed Volatility Risk Control

S&P 500 Daily Risk Control 15% Index

  • Performance
  • TOTAL RETURN
  • EXCESS RETURN
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As of May 01, 2025
371.82
1.78%
1 Yr Return
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Index Name
Excess Return
1 Yr Return
S&P 500 Daily Risk Control 15% USD Excess Return Index
Launch Date: Sep 10, 2009
Excess Return371.82
1 Yr Return1.78%

The index Launch Date is Sep 10, 2009. 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 Daily Risk Control 15% USD Excess Return Index
Excess Return
Index Level 371.82
1 Day 0.24%
MTD0.24%
QTD-4.53%
YTD-10.38%
As of Apr 30, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
S&P 500 Daily Risk Control 15% USD Excess Return Index
Excess Return
1 MTH-4.76%
3 MTH-12.65%
YTD-10.60%
1 Year1.09%
3 Year
Annualized5.92%
5 Year
Annualized9.01%
10 Year
Annualized7.93%
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 Daily Risk Control 15% USD Excess Return Index
Excess Return
Annualized Risk
3 Year15.18%
5 Year14.55%
10 Year14.38%
Annualized Risk-Adj Returns
3 Year0.39%
5 Year0.62%
10 Year0.55%
Risk is defined as standard deviation calculated using monthly values.
As of May 01, 2025

SPXT15UE

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