Investment style folios afford growth, value, blend, and income opportunities across small-cap, mid-cap, and large-cap companies, as well as risk adjustment ideas.

These may appeal to investors building a diversified portfolio based upon equity-style asset allocation.

Investment style folios are based on analysis of publicly available information such as market capitalization rates and price-to-book ratios.

Last Updated: April 3, 2020 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Growth ETF 12/10/2001 -23.56% -14.77% 4.22% 4.42% 7.76%
Conservative 04/05/2000 -22.79% -14.92% 5.28% 7.44% 9.79%
Large-Cap Growth 04/05/2000 -26.93% -15.59% 4.76% 4.09% 2.46%
Large-Cap Blend 10/26/2000 -25.86% -16.42% 1.42% 3.81% 4.68%
Aggressive 04/05/2000 -30.27% -20.07% 0.70% 3.88% 4.85%
Mid-Cap Blend 10/26/2000 -34.86% -24.96% -5.57% -1.49% 6.91%
Value ETF 12/10/2001 -34.66% -28.14% -6.19% -0.67% 6.52%
Mid-Cap Growth 04/05/2000 -34.15% -29.57% 0.59% 1.35% 6.13%
Large-Cap Value 04/05/2000 -36.19% -30.52% -10.61% -4.73% 1.37%
Small-Cap Blend 10/26/2000 -38.40% -30.75% -7.61% -1.24% 8.25%
Moderate 04/05/2000 -39.34% -34.02% -11.41% -3.80% 7.10%
High Income 09/07/2000 -41.63% -34.63% -8.52% -1.34% 7.60%
Small-Cap Growth 04/05/2000 -41.38% -38.47% -9.68% -4.04% 3.14%
Mid-Cap Value 04/05/2000 -45.35% -39.74% -10.90% -5.77% 6.54%
Small-Cap Value 04/05/2000 -47.26% -44.12% -11.73% -4.93% 6.31%

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