Multi-Asset Managed Volatility Managed Risk

S&P 500 Managed Risk Index - Aggressive

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As of Jul 03, 2025
712.39
3.66%
1 Yr Return
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Index Name
Total Return
1 Yr Return
S&P 500 Managed Risk Index - Aggressive
Launch Date: Apr 11, 2016
Total Return712.39
1 Yr Return3.66%

The index Launch Date is Apr 11, 2016. 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 Jul 03, 2025
Index Level
1 Day
MTD
QTD
YTD
S&P 500 Managed Risk Index - Aggressive
Total Return
Index Level 712.39
1 Day 0.51%
MTD0.73%
QTD0.73%
YTD-1.16%
As of Jun 30, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
S&P 500 Managed Risk Index - Aggressive
Total Return
1 MTH3.07%
3 MTH1.42%
YTD-1.88%
1 Year4.23%
3 Year
Annualized12.91%
5 Year
Annualized11.07%
10 Year
Annualized9.19%
As of Jun 30, 2025
Annualized Risk
3 Year
5 Year
10 Year
Annualized Risk-Adj Returns
3 Year
5 Year
10 Year
S&P 500 Managed Risk Index - Aggressive
Total Return
Annualized Risk
3 Year11.72%
5 Year11.69%
10 Year10.80%
Annualized Risk-Adj Returns
3 Year1.10%
5 Year0.95%
10 Year0.85%
Risk is defined as standard deviation calculated using monthly values.
As of Jul 03, 2025

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S&P Managed Risk Index Series Methodology

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