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: October 11, 2019 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 24.72% 14.41% 18.39% 16.11% 4.74%
Folio 50 04/05/2000 19.32% 11.25% 13.84% 12.53% 4.20%
Large-Cap ETF 12/10/2001 20.16% 11.07% 13.95% 11.51% 7.84%
Folio 30 04/05/2000 14.62% 8.00% 16.04% 12.46% 7.03%
Small-Cap ETF 12/10/2001 17.34% 4.86% 10.43% 9.66% 9.08%

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