Morningstar ratings
Aug 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Wtree Us L-Cp Fund | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 14.00% | 11.57% | 13.67% | 7.73% |
| 1 week | 0.46% | 0.61% | 1.29% | 0.55% |
| 1 month | 1.19% | 1.39% | 0.85% | 3.15% |
| 6 months | 15.58% | 13.72% | 17.52% | 10.18% |
| 1 year | 18.62% | 15.72% | 18.67% | 12.52% |
| 3 years | 77.01% | 71.62% | 92.72% | 49.57% |
| All | 841.34% | 48.00% | 1213.64% | 3952.38% |