Multi-Asset Target Risk S&P Target Risk

S&P Target Risk Aggressive Index

  • Performance
  • PRICE RETURN
  • TOTAL RETURN
  • TR EX-ETF EXPENSE FEES
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  • Table View
As of Apr 28, 2025
216.78
6.75%
1 Yr Return
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Index Name
Price Return
1 Yr Return
S&P Target Risk Aggressive Index
Launch Date: Sep 25, 2008
Price Return216.78
1 Yr Return6.75%

The index Launch Date is Sep 25, 2008. 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 Apr 28, 2025
Index Level
1 Day
MTD
QTD
YTD
S&P Target Risk Aggressive Index
Price Return
Index Level 216.78
1 Day 0.25%
MTD0.06%
QTD0.06%
YTD-0.29%
As of Mar 31, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
S&P Target Risk Aggressive Index
Price Return
1 MTH-2.92%
3 MTH-0.34%
YTD-0.34%
1 Year4.08%
3 Year
Annualized3.50%
5 Year
Annualized9.93%
10 Year
Annualized5.20%
As of Mar 31, 2025
Annualized Risk
3 Year
5 Year
10 Year
Annualized Risk-Adj Returns
3 Year
5 Year
10 Year
S&P Target Risk Aggressive Index
Price Return
Annualized Risk
3 Year14.66%
5 Year13.64%
10 Year12.43%
Annualized Risk-Adj Returns
3 Year0.24%
5 Year0.73%
10 Year0.42%
Risk is defined as standard deviation calculated using monthly values.
As of Apr 28, 2025

SPTGAU

Documents

Factsheet
Methodology
S&P Target Risk Index Series Methodology

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