Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Alerian MLP | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 21.24% | 8.66% | 8.11% | 8.62% |
| 1 week | 0.20% | 0.40% | 0.04% | 0.96% |
| 1 month | 5.73% | 0.82% | 4.14% | 0.21% |
| 6 months | 13.95% | 7.19% | 7.10% | 6.78% |
| 1 year | 19.33% | 16.90% | 18.92% | 17.42% |
| 3 years | 68.64% | 62.32% | 75.51% | 47.23% |
| All | 147.18% | 44.13% | 1149.46% | 3986.06% |