Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Pro Gbl Listed Pvt | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 8.39% | 8.27% | 7.45% | 8.61% |
| 1 week | 1.57% | 0.42% | 2.09% | 0.70% |
| 1 month | 5.70% | 0.74% | 1.52% | 0.54% |
| 6 months | 9.60% | 7.18% | 6.27% | 6.32% |
| 1 year | 15.79% | 16.02% | 18.32% | 16.25% |
| 3 years | 10.87% | 62.27% | 76.57% | 47.30% |
| All | 74.11% | 43.62% | 1141.84% | 3985.43% |