Morningstar ratings
Aug 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Pro S&P 500 Dvd Aristoc | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 6.33% | 12.70% | 16.51% | 6.78% |
| 1 week | 1.21% | 0.12% | 0.53% | 0.36% |
| 1 month | 6.14% | 0.04% | 2.57% | 4.18% |
| 6 months | 5.21% | 21.62% | 30.23% | 13.51% |
| 1 year | 8.04% | 15.35% | 19.51% | 10.62% |
| 3 years | 31.24% | 79.92% | 104.85% | 53.17% |
| All | 252.53% | 49.50% | 1246.55% | 3916.81% |