Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Wtree Em Curry | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 4.83% | 12.52% | 13.18% | 11.15% |
| 1 week | 0.20% | 0.33% | 0.53% | 0.69% |
| 1 month | 2.32% | 3.28% | 3.08% | 2.45% |
| 6 months | 1.85% | 11.93% | 15.61% | 7.57% |
| 1 year | 9.16% | 19.43% | 21.62% | 18.95% |
| 3 years | 24.84% | 76.27% | 97.92% | 54.85% |
| All | 18.92% | 49.26% | 1208.04% | 4081.11% |