Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | ISHRS Russ 1000 | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 9.08% | 8.61% | 7.91% | 8.05% |
| 1 week | 0.29% | 0.30% | 1.72% | 0.41% |
| 1 month | 1.01% | 1.05% | 1.55% | 0.16% |
| 6 months | 7.73% | 7.51% | 6.72% | 5.77% |
| 1 year | 17.53% | 16.84% | 19.11% | 16.20% |
| 3 years | 68.04% | 63.24% | 78.40% | 46.66% |
| All | 884.31% | 44.07% | 1147.16% | 3964.51% |