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: March 2, 2021 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 2.54% 49.47% 25.83% 25.75% 7.16%
Small-Cap ETF 12/10/2001 9.61% 43.03% 15.47% 17.07% 10.41%
Folio 50 04/05/2000 1.70% 31.46% 17.12% 17.93% 5.56%
Large-Cap ETF 12/10/2001 3.66% 29.22% 15.63% 16.78% 8.81%
Folio 30 04/05/2000 1.97% 12.63% 7.78% 13.60% 7.04%

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