Ticker SPLV5UT | Asset Classes US Equities; Cash | Inception Date 08/31/2011 |
Overview
The S&P 500 Low Volatility Daily Risk Control 5% Index represents a portfolio of the S&P 500 Low Volatility Index plus an interest-accruing cash component. The index is dynamically rebalanced to target a 5% level of volatility. Volatility is calculated as a function of historical returns.
Performance
Summary Performance
One Month
One Month
1 Year
1 Year
2 Year
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2 Year (annualized)
5 Year
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5 Year (annualized)
10 Year
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10 Year (annualized)
20 Year
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20 Year (annualized)
Year to Date
Year to Date