Multi-Asset Managed Volatility Risk Control

S&P 500 Dividend Aristocrats Daily Risk Control 5% Index

  • Performance
  • TOTAL RETURN
  • EXCESS RETURN
  • Graph View
  • Table View
As of May 02, 2025
1,763.81
-2.22%
1 Yr Return
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Index Name
Excess Return
1 Yr Return
S&P 500 Dividend Aristocrats Daily Risk Control 5% USD Excess Return Index
Launch Date: Aug 25, 2010
Excess Return1,763.81
1 Yr Return-2.22%

The index Launch Date is Aug 25, 2010. 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 02, 2025
Index Level
1 Day
MTD
QTD
YTD
S&P 500 Dividend Aristocrats Daily Risk Control 5% USD Excess Return Index
Excess Return
Index Level 1,763.81
1 Day 0.28%
MTD0.12%
QTD-2.62%
YTD-1.83%
As of Apr 30, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
S&P 500 Dividend Aristocrats Daily Risk Control 5% USD Excess Return Index
Excess Return
1 MTH-2.74%
3 MTH-2.96%
YTD-1.95%
1 Year-2.05%
3 Year
Annualized-0.84%
5 Year
Annualized1.23%
10 Year
Annualized1.86%
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 Dividend Aristocrats Daily Risk Control 5% USD Excess Return Index
Excess Return
Annualized Risk
3 Year6.37%
5 Year5.80%
10 Year5.55%
Annualized Risk-Adj Returns
3 Year-0.13%
5 Year0.21%
10 Year0.33%
Risk is defined as standard deviation calculated using monthly values.
As of May 02, 2025

SPXD5UE

Documents

Factsheet
S&P 500 Dividend Aristocrats Daily Risk Control 5% Index (USD) Factsheet
S&P 500 Dividend Aristocrats Daily Risk Control 5% Index (ER) (USD) Factsheet
Methodology
S&P Dividend Aristocrats Indices Methodology
Additional Info Additional Info

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