Morningstar ratings
Aug 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | ISHRS Us Trsry Bd | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 0.48% | 12.69% | 13.91% | 11.14% |
| 1 week | 0.11% | 0.03% | 0.27% | 0.26% |
| 1 month | 0.24% | 0.29% | 0.42% | 1.23% |
| 6 months | 1.60% | 12.30% | 16.08% | 9.60% |
| 1 year | 0.84% | 18.65% | 21.96% | 17.09% |
| 3 years | 9.68% | 70.83% | 88.68% | 53.34% |
| All | 19.26% | 49.49% | 1216.44% | 4080.82% |