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 9, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Small-Cap ETF 12/10/2001 20.46% 19.98% 8.65% 15.01% 9.43%
Folio 30 04/05/2000 16.39% 15.94% 9.90% 13.00% 6.00%
Folio 50 04/05/2000 13.48% 13.63% 10.91% 14.99% 2.75%
Large-Cap ETF 12/10/2001 12.42% 12.26% 9.71% 14.76% 6.98%
Folio 100 04/05/2000 6.41% 5.79% 12.24% 17.21% 2.49%

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