Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Wt Inlt L-Cp Dvd | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 17.65% | 12.81% | 13.55% | 11.38% |
| 1 week | 0.84% | 0.33% | 0.74% | 0.44% |
| 1 month | 3.71% | 3.55% | 3.41% | 2.66% |
| 6 months | 6.67% | 12.54% | 16.35% | 8.37% |
| 1 year | 26.04% | 20.45% | 23.81% | 19.16% |
| 3 years | 83.67% | 76.73% | 98.56% | 55.16% |
| All | 228.75% | 49.64% | 1212.26% | 4089.59% |