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: December 3, 2020 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 44.50% 52.84% 26.46% 23.05% 6.97%
Folio 50 04/05/2000 22.15% 28.27% 16.40% 16.50% 5.40%
Large-Cap ETF 12/10/2001 17.19% 22.39% 14.16% 14.64% 8.58%
Small-Cap ETF 12/10/2001 13.85% 17.94% 10.01% 12.19% 9.69%
Folio 30 04/05/2000 1.20% 4.59% 6.87% 12.07% 6.92%

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