Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Wtree Us M-Cp Dvd | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 13.60% | 10.66% | 11.06% | 10.34% |
| 1 week | 0.37% | 2.19% | 3.53% | 1.57% |
| 1 month | 2.72% | 1.23% | 0.88% | 1.39% |
| 6 months | 9.35% | 9.17% | 10.02% | 8.47% |
| 1 year | 18.69% | 21.44% | 25.00% | 21.66% |
| 3 years | 41.55% | 65.52% | 80.71% | 48.84% |
| All | 664.58% | 46.79% | 1183.48% | 4050.49% |