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: April 18, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Global 04/05/2000 16.09% 9.35% 12.72% 9.82% 4.23%
Global ETF 12/10/2001 14.92% 1.65% 10.67% 6.51% 8.05%
BRIC 09/15/2008 18.29% -1.10% 14.85% 5.61% 4.36%
European Oil and Gas 11/18/2008 12.64% -1.69% 14.52% 2.12% 5.84%
Emerging Markets 50 09/15/2008 15.65% -2.42% 12.70% 5.05% 4.02%
International 100 11/19/2008 13.10% -3.34% 7.82% 2.02% 7.80%
Europe 100 11/17/2008 13.03% -3.36% 6.19% 0.95% 7.17%
International 04/05/2000 11.62% -3.55% 6.50% 5.12% 3.37%
Developed Markets 100 09/15/2008 12.33% -3.85% 6.58% 1.34% 3.40%
Foreign Small Cap 09/15/2008 16.30% -4.88% 17.93% 11.29% 10.46%
China Select 09/28/2008 23.96% -5.23% 11.41% 8.27% 8.91%
Asia 04/05/2000 13.53% -7.57% 6.74% 6.22% 2.90%
Euroland 11/18/2008 13.92% -8.08% 5.73% 0.05% 5.56%
Western Pacific Rim 08/06/2009 15.48% -8.28% 9.00% 4.29% 9.83%
Africa 04/05/2000 13.93% -9.53% 5.34% -1.19% 8.85%
Australia and New Zealand 07/18/2007 17.15% -11.60% -2.49% -5.73% -4.92%
Japan 11/21/2000 5.43% -11.96% 4.62% 5.24% 1.16%
International Telecom 35 11/17/2008 1.67% -12.11% -1.50% -0.93% 4.47%
Latin America 04/05/2000 5.58% -14.08% 15.85% 7.77% 10.62%

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