Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Pro Gbl Listed Pvt | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 3.16% | 13.14% | 14.64% | 11.23% |
| 1 week | 0.01% | 0.10% | 0.15% | 0.96% |
| 1 month | 5.93% | 3.85% | 4.41% | 2.52% |
| 6 months | 0.36% | 13.18% | 18.01% | 7.93% |
| 1 year | 7.31% | 20.08% | 23.22% | 18.94% |
| 3 years | 21.63% | 77.22% | 100.08% | 55.07% |
| All | 84.05% | 50.08% | 1224.91% | 4084.00% |