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: December 2, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Latin America 04/05/2000 31.55% 25.41% 1.71% 2.64% 9.98%
Foreign Small Cap 09/15/2008 21.87% 21.14% 5.34% 8.63% 7.94%
Africa 04/05/2000 24.48% 19.26% -6.24% -4.36% 8.81%
Western Pacific Rim 08/06/2009 17.92% 12.21% 2.47% 9.13% 10.17%
European Oil and Gas 11/18/2008 18.67% 10.03% -3.00% 0.58% 3.39%
Emerging Markets 50 09/15/2008 13.34% 8.74% -1.75% -1.30% 1.20%
BRIC 09/15/2008 11.61% 7.32% -3.20% -1.80% 0.98%
Global ETF 12/10/2001 4.66% 2.29% 2.24% 8.16% 7.33%
Australia and New Zealand 07/18/2007 2.04% 1.95% -6.75% -1.14% -5.87%
Asia 04/05/2000 0.89% 0.46% 2.52% 6.28% 2.00%
Global 04/05/2000 1.43% 0.07% 5.08% 10.52% 2.60%
Japan 11/21/2000 3.08% -0.48% 1.84% 6.96% 0.63%
China Select 09/28/2008 -1.45% -3.20% 0.57% 6.28% 7.08%
International 100 11/19/2008 -1.78% -4.57% -3.35% 3.20% 7.04%
International Telecom 35 11/17/2008 -1.79% -5.32% -4.20% 0.78% 4.99%
International 04/05/2000 -4.44% -6.25% 0.34% 5.26% 2.14%
Developed Markets 100 09/15/2008 -3.95% -6.48% -3.43% 4.44% 1.77%
Europe 100 11/17/2008 -5.75% -8.33% -4.11% 3.95% 6.29%
Euroland 11/18/2008 -4.99% -8.74% -5.25% 3.25% 4.33%

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