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, 2020 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 25.60% 39.46% 23.24% 21.35% 6.31%
Folio 50 04/05/2000 11.93% 21.92% 15.40% 16.09% 5.00%
Large-Cap ETF 12/10/2001 5.05% 13.32% 12.14% 13.14% 8.05%
Folio 30 04/05/2000 -4.87% 1.28% 7.69% 12.25% 6.67%
Small-Cap ETF 12/10/2001 -4.80% 0.89% 5.98% 8.36% 8.76%

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