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: February 23, 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 7.63% 30.29% 16.99% 21.32% 4.34%
Folio 30 04/05/2000 2.76% 24.50% 14.56% 15.40% 7.22%
Large-Cap ETF 12/10/2001 3.10% 19.00% 11.39% 14.98% 7.93%
Folio 50 04/05/2000 3.37% 18.89% 13.63% 15.34% 3.88%
Small-Cap ETF 12/10/2001 0.89% 12.80% 8.79% 12.73% 9.65%

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