Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | General America Investors | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 14.87% | 12.09% | 12.53% | 10.82% |
| 1 week | 0.63% | 1.45% | 2.15% | 0.87% |
| 1 month | 4.50% | 2.18% | 1.23% | 1.99% |
| 6 months | 9.22% | 11.05% | 14.28% | 7.33% |
| 1 year | 27.01% | 20.45% | 23.96% | 18.93% |
| 3 years | 114.34% | 74.40% | 93.78% | 54.55% |
| All | 876.21% | 48.68% | 1200.54% | 4068.71% |