Multi-Asset Managed Volatility Risk Control

S&P 500 Daily Risk Control 5% Index

  • Performance
  • TOTAL RETURN
  • EXCESS RETURN
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As of Jun 02, 2025
172.13
-0.07%
1 Yr Return
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Index Name
Excess Return
1 Yr Return
S&P 500 Daily Risk Control 5% USD Excess Return Index
Launch Date: Sep 10, 2009
Excess Return172.13
1 Yr Return-0.07%

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 Jun 02, 2025
Index Level
1 Day
MTD
QTD
YTD
S&P 500 Daily Risk Control 5% USD Excess Return Index
Excess Return
Index Level 172.13
1 Day 0.07%
MTD0.07%
QTD-0.59%
YTD-2.60%
As of May 30, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
S&P 500 Daily Risk Control 5% USD Excess Return Index
Excess Return
1 MTH0.89%
3 MTH-2.79%
YTD-2.67%
1 Year-0.14%
3 Year
Annualized2.50%
5 Year
Annualized3.22%
10 Year
Annualized3.25%
As of May 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 5% USD Excess Return Index
Excess Return
Annualized Risk
3 Year5.05%
5 Year4.84%
10 Year5.03%
Annualized Risk-Adj Returns
3 Year0.50%
5 Year0.67%
10 Year0.65%
Risk is defined as standard deviation calculated using monthly values.
As of Jun 02, 2025

SPXT5UE

Documents

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

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