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: June 15, 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 13.31% 27.51% 19.01% 20.66% 4.56%
Folio 30 04/05/2000 2.62% 20.17% 14.91% 13.53% 7.09%
Small-Cap ETF 12/10/2001 8.66% 19.79% 10.94% 12.82% 9.96%
Folio 50 04/05/2000 5.10% 17.27% 14.53% 14.15% 3.91%
Large-Cap ETF 12/10/2001 5.29% 17.02% 12.38% 13.77% 7.92%

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