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 13, 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 27.19% 21.50% 14.95% 10.65% 4.57%
Africa 04/05/2000 22.77% 21.20% 8.48% 4.44% 8.96%
Global ETF 12/10/2001 23.27% 18.66% 11.11% 8.25% 8.16%
Foreign Small Cap 09/15/2008 23.35% 17.96% 16.81% 14.50% 10.41%
International 04/05/2000 21.35% 17.52% 11.18% 7.43% 3.70%
Emerging Markets 50 09/15/2008 21.12% 17.17% 11.97% 7.40% 4.25%
International 100 11/19/2008 19.17% 15.38% 8.38% 4.74% 7.84%
Japan 11/21/2000 19.89% 15.03% 6.74% 6.93% 1.80%
Developed Markets 100 09/15/2008 18.40% 14.65% 7.33% 4.10% 3.68%
BRIC 09/15/2008 19.56% 14.49% 12.91% 7.46% 4.22%
Euroland 11/18/2008 19.69% 14.48% 7.09% 3.35% 5.69%
Europe 100 11/17/2008 17.89% 14.26% 7.65% 3.61% 7.13%
Asia 04/05/2000 15.55% 12.36% 7.00% 5.27% 2.93%
China Select 09/28/2008 18.29% 9.33% 9.88% 6.56% 7.92%
Australia and New Zealand 07/18/2007 15.00% 8.87% -1.88% -2.81% -4.81%
Latin America 04/05/2000 8.09% 8.72% 11.46% 9.08% 10.41%
European Oil and Gas 11/18/2008 2.86% -0.25% 6.29% 5.48% 4.62%
Western Pacific Rim 08/06/2009 3.29% -1.07% 2.68% 3.49% 8.08%
International Telecom 35 11/17/2008 -5.05% -7.44% -1.50% -2.04% 3.62%

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