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: August 20, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Foreign Small Cap 09/15/2008 9.68% 8.64% 11.36% 8.54% 9.54%
Africa 04/05/2000 11.70% 8.26% -0.67% -2.28% 8.58%
Global 04/05/2000 14.22% 4.67% 10.67% 8.23% 4.07%
BRIC 09/15/2008 7.65% -0.10% 8.19% 0.65% 3.34%
Global ETF 12/10/2001 11.24% -0.58% 7.95% 4.83% 7.69%
Latin America 04/05/2000 -6.38% -1.36% 6.80% 3.72% 9.76%
International 04/05/2000 9.05% -1.62% 6.24% 3.77% 3.19%
Emerging Markets 50 09/15/2008 5.24% -2.93% 6.02% 0.44% 3.02%
International 100 11/19/2008 5.82% -4.91% 4.26% 0.03% 6.89%
Developed Markets 100 09/15/2008 6.23% -5.21% 3.84% -0.05% 2.76%
Europe 100 11/17/2008 6.26% -5.23% 3.73% -0.48% 6.32%
Japan 11/21/2000 3.71% -5.28% 1.99% 3.32% 1.05%
Asia 04/05/2000 4.20% -7.26% 2.89% 2.26% 2.43%
Euroland 11/18/2008 7.17% -7.84% 3.89% -0.71% 4.78%
International Telecom 35 11/17/2008 -9.88% -9.94% -5.73% -4.32% 3.20%
China Select 09/28/2008 8.30% -10.20% 5.56% 1.91% 7.28%
European Oil and Gas 11/18/2008 -2.70% -12.08% 7.07% -1.22% 4.22%
Australia and New Zealand 07/18/2007 5.88% -16.10% -7.05% -8.54% -5.57%
Western Pacific Rim 08/06/2009 -8.57% -22.66% -1.94% -1.61% 7.03%

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