Geographic folios use ADRs and ETFs for exposure to securities offered in specific non-U.S. countries such as Japan, as well as geographic areas like Latin America.

Different parts of the world experience different economic cycles, which can provide investors with diversification benefits. Adding exposure to international markets can diversify a U.S. equity portfolio with exposure to both developed and emerging markets abroad, with the potential to increase returns.

We also have several folios designed to track the Bank of New York Mellon ADR Indices. These indices track depository receipts of international companies that trade on U.S. stock exchanges as ADRs.

Last Updated: October 18, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Africa 04/05/2000 17.80% 17.21% 5.22% 1.38% 8.80%
Global 04/05/2000 18.86% 11.56% 13.41% 10.10% 4.25%
Global ETF 12/10/2001 16.54% 9.00% 10.08% 7.42% 7.90%
International 04/05/2000 12.60% 7.61% 8.55% 6.23% 3.33%
Euroland 11/18/2008 16.03% 6.07% 6.84% 2.40% 5.48%
BRIC 09/15/2008 8.13% 5.73% 6.73% 2.75% 3.34%
Emerging Markets 50 09/15/2008 8.93% 5.25% 5.91% 2.88% 3.32%
Europe 100 11/17/2008 12.20% 4.86% 6.59% 2.36% 6.75%
International 100 11/19/2008 11.41% 4.71% 6.41% 2.79% 7.29%
Developed Markets 100 09/15/2008 12.14% 4.63% 6.55% 2.80% 3.22%
Foreign Small Cap 09/15/2008 9.80% 2.88% 10.67% 10.87% 9.41%
China Select 09/28/2008 8.24% 1.51% 4.67% 3.94% 7.17%
Japan 11/21/2000 10.46% 1.41% 4.41% 6.15% 1.38%
Asia 04/05/2000 8.75% 1.37% 5.04% 4.62% 2.63%
Latin America 04/05/2000 -2.01% -2.42% 6.13% 5.90% 9.94%
International Telecom 35 11/17/2008 -2.41% -2.55% -1.76% -1.25% 3.93%
Australia and New Zealand 07/18/2007 13.55% -4.87% -2.85% -5.26% -4.96%
European Oil and Gas 11/18/2008 2.13% -9.05% 8.32% 2.78% 4.62%
Western Pacific Rim 08/06/2009 -1.88% -11.15% 0.95% 1.75% 7.66%

See how returns are calculated
Past performance is no guarantee of future results.