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| 1 Year | 5 Year | 5 Year Annualized | Since IPO | |
|---|---|---|---|---|
| RWL | +11.55% | +103.04% | +15.21% | +515% |
| S&P | +12.57% | +87.93% | +13.44% | +398% |
The investment seeks to outperform the total return performance of the S&P 500 Index (the benchmark index).
Not all exchange-traded funds based on the benchmark index balance their holdings the same way.
These equal-weight S&P 500 index funds can help investors hedge against concentration risk in the stock market.
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