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: September 18, 2017 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Folio 30 04/05/2000 15.10% 26.30% 11.60% 13.33% 6.58%
Folio 100 04/05/2000 23.42% 24.48% 14.17% 16.98% 3.56%
Large-Cap ETF 12/10/2001 14.02% 19.96% 9.81% 13.83% 7.46%
Small-Cap ETF 12/10/2001 8.51% 17.26% 7.92% 12.75% 9.35%
Folio 50 04/05/2000 13.10% 17.25% 11.21% 13.27% 3.33%

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