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Morningstar ratings
Sep 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Wtree Intl Hdg Q Dvd Grow | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 7.76% | 13.97% | 18.49% | 6.48% |
| 1 week | 0.62% | 1.96% | 2.52% | 0.54% |
| 1 month | 2.83% | 1.08% | 3.89% | 4.18% |
| 6 months | 7.21% | 17.91% | 25.07% | 9.86% |
| 1 year | 11.50% | 16.19% | 20.85% | 9.82% |
| 3 years | 41.53% | 81.08% | 105.03% | 53.20% |
| All | 201.80% | 51.18% | 1269.35% | 3905.56% |
