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: January 19, 2017 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Small-Cap ETF 12/10/2001 0.58% 33.65% 6.76% 13.42% 9.24%
Folio 30 04/05/2000 -0.05% 26.48% 8.85% 12.16% 5.95%
Large-Cap ETF 12/10/2001 1.27% 23.05% 9.17% 13.76% 6.96%
Folio 50 04/05/2000 0.88% 22.69% 10.61% 14.10% 2.77%
Folio 100 04/05/2000 4.01% 21.17% 12.51% 16.67% 2.66%

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