Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Wtree Em Curry | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 4.67% | 12.47% | 13.21% | 10.99% |
| 1 week | 0.35% | 0.38% | 0.50% | 0.83% |
| 1 month | 2.17% | 3.23% | 3.10% | 2.30% |
| 6 months | 1.70% | 11.88% | 15.64% | 7.42% |
| 1 year | 9.00% | 19.38% | 21.65% | 18.78% |
| 3 years | 24.65% | 76.19% | 97.98% | 54.62% |
| All | 18.74% | 49.18% | 1208.37% | 4075.06% |