Market Index folios are constructed to follow, generally, major U.S. market indices such as the S&P 500, the NASDAQ 100, and the Dow Jones Industrial Average.

Our Market Index folios offer investors broad exposure to different U.S. equity indices to capture broad market movement. Index-based folios use similar relative weightings to their corresponding indices for the constituent securities included in the folio.

Last Updated: August 17, 2018 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Folio 100 04/05/2000 15.44% 27.99% 17.94% 19.95% 4.63%
Small-Cap ETF 12/10/2001 10.34% 24.67% 12.07% 12.21% 9.95%
Folio 30 04/05/2000 5.28% 20.62% 16.29% 14.00% 7.17%
Folio 50 04/05/2000 9.13% 20.41% 14.85% 14.75% 4.08%
Large-Cap ETF 12/10/2001 8.02% 19.79% 12.89% 13.81% 8.00%

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