Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 yearsNo rating
Historical performance
| Period | Ballast Small/Mid Cap ETF | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 16.47% | 11.91% | 12.21% | 11.17% |
| 1 week | 1.00% | 1.09% | 2.12% | 0.05% |
| 1 month | 2.16% | 3.36% | 4.42% | 2.86% |
| 6 months | 6.06% | 11.19% | 14.06% | 8.66% |
| 1 year | 17.07% | 18.46% | 21.32% | 17.09% |
| 3 years | 52.80% | 75.05% | 93.69% | 56.69% |
| All | 110.47% | 48.45% | 1196.76% | 4081.72% |