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.

Last Updated: July 1, 2020 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 -3.64% 5.93% 10.12% 8.91% 4.35%
Africa 04/05/2000 -10.06% -0.15% 4.92% 3.28% 8.43%
Global ETF 12/10/2001 -7.29% -0.18% 5.09% 5.61% 7.57%
Japan 11/21/2000 -11.43% -0.75% 0.00% 1.47% 1.08%
International 04/05/2000 -10.00% -1.42% 3.55% 4.07% 3.21%
Asia 04/05/2000 -8.84% -3.03% 0.43% 2.61% 2.51%
Australia and New Zealand 07/18/2007 -17.64% -15.85% -7.30% -6.26% -5.93%
Latin America 04/05/2000 -40.76% -37.34% -9.87% -0.80% 7.52%

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