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: April 20, 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 4.03% 23.35% 15.94% 19.99% 4.11%
Folio 30 04/05/2000 -0.40% 21.67% 13.45% 13.76% 6.97%
Large-Cap ETF 12/10/2001 0.54% 15.89% 10.48% 13.78% 7.69%
Folio 50 04/05/2000 -0.52% 14.55% 12.43% 13.89% 3.62%
Small-Cap ETF 12/10/2001 1.71% 14.15% 8.44% 12.83% 9.61%

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