Wtree Yld En Us St Agg
SHAG----
Morningstar ratings
Sep 30, 2026Past 3 years
Past 5 years
Past 10 yearsNo rating
Historical performance
| Period | Wtree Yld En Us St Agg | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 0.55% | 11.80% | 11.95% | 9.79% |
| 1 week | 0.33% | 1.17% | 2.60% | 1.14% |
| 1 month | 0.40% | 1.43% | 4.50% | 1.75% |
| 6 months | 0.13% | 7.22% | 5.52% | 6.63% |
| 1 year | 1.08% | 14.24% | 14.41% | 13.27% |
| 3 years | 15.25% | 81.19% | 100.39% | 59.30% |
| All | 21.25% | 48.31% | 1193.75% | 4030.09% |