Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | General America Investors | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 9.73% | 7.86% | 7.36% | 7.63% |
| 1 week | 1.15% | 0.33% | 0.74% | 0.04% |
| 1 month | 1.09% | 1.54% | 4.81% | 1.12% |
| 6 months | 6.05% | 6.41% | 6.35% | 5.81% |
| 1 year | 26.02% | 16.04% | 18.09% | 16.35% |
| 3 years | 97.42% | 61.14% | 74.28% | 45.89% |
| All | 832.51% | 43.08% | 1140.71% | 3948.84% |