Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Alerian MLP | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 21.12% | 8.42% | 7.85% | 8.46% |
| 1 week | 0.30% | 0.18% | 0.29% | 0.81% |
| 1 month | 5.62% | 1.03% | 4.38% | 0.36% |
| 6 months | 13.84% | 6.96% | 6.83% | 6.62% |
| 1 year | 19.21% | 16.64% | 18.63% | 17.25% |
| 3 years | 68.47% | 61.97% | 75.08% | 47.01% |
| All | 146.93% | 43.82% | 1146.36% | 3979.89% |