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: February 15, 2019 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 17.02% 6.21% 18.83% 8.57% 9.42%
Folio 100 04/05/2000 11.01% 4.31% 21.03% 14.54% 4.26%
Large-Cap ETF 12/10/2001 11.09% 3.64% 16.81% 10.73% 7.65%
Folio 50 04/05/2000 8.59% 3.40% 16.22% 11.78% 3.83%
Folio 30 04/05/2000 8.11% 2.59% 19.30% 12.00% 6.95%

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