Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Wtree Us L-Cp Fund | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 11.28% | 9.63% | 10.74% | 8.71% |
| 1 week | 0.74% | 0.89% | 2.02% | 0.78% |
| 1 month | 0.89% | 0.43% | 1.64% | 1.04% |
| 6 months | 10.41% | 8.56% | 9.82% | 5.80% |
| 1 year | 21.72% | 18.95% | 23.19% | 17.41% |
| 3 years | 71.42% | 65.44% | 83.41% | 48.32% |
| All | 821.59% | 45.43% | 1179.78% | 3989.30% |