Morningstar ratings
Aug 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Pro Rsl 2000 Dvd Grw | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 14.64% | 11.46% | 12.95% | 9.16% |
| 1 week | 2.26% | 1.15% | 0.97% | 1.78% |
| 1 month | 4.85% | 2.00% | 1.79% | 2.36% |
| 6 months | 10.86% | 15.05% | 18.75% | 12.69% |
| 1 year | 13.65% | 15.88% | 18.56% | 14.47% |
| 3 years | 36.69% | 69.37% | 88.50% | 50.30% |
| All | 139.05% | 47.85% | 1205.31% | 4006.16% |