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: May 26, 2017 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 20.16% 29.85% 17.21% 19.37% 3.47%
Folio 30 04/05/2000 7.75% 21.21% 10.92% 14.00% 6.20%
Small-Cap ETF 12/10/2001 4.50% 19.00% 8.18% 14.47% 9.30%
Large-Cap ETF 12/10/2001 9.21% 18.57% 10.51% 15.26% 7.33%
Folio 50 04/05/2000 9.08% 18.21% 12.41% 15.36% 3.18%

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