BRAND VALUE INDEX HISTORY
The inception date for .BVAL was June 1, 2018. Backtested performance is hypothetical and is provided only for informational purposes to indicate historical performance had the index been available over the relevant time period. Investors have requested this information from the index provider as a means to follow the index’s hypothetical performance on a year-to-date basis.
The Standard & Poor’s 500 TR Stock Index (“S&P 500 TR Index”) is an unmanaged index generally representative of the U.S. Stock Market, without regard to company size. Index returns reflect the reinvestment of income dividends and capital gains, if any, but do not reflect fees, brokerage commissions or other expenses of investing. Investors may not make direct investments into any index.
Please see the Disclosure Page for additional information related to back-tested results.
Download Backtest History