Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Pro Rsl 2000 Dvd Grw | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 18.37% | 11.82% | 11.91% | 11.14% |
| 1 week | 1.14% | 1.17% | 2.38% | 0.08% |
| 1 month | 0.42% | 3.27% | 4.14% | 2.83% |
| 6 months | 8.08% | 11.10% | 13.77% | 8.63% |
| 1 year | 14.97% | 18.37% | 21.00% | 17.07% |
| 3 years | 41.33% | 74.91% | 93.19% | 56.66% |
| All | 146.83% | 48.33% | 1193.38% | 4080.84% |