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: April 3, 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 -13.84% 0.67% 12.36% 12.80% 4.42%
Folio 50 04/05/2000 -18.05% -6.24% 6.30% 8.84% 3.53%
Large-Cap ETF 12/10/2001 -22.46% -11.69% 3.91% 5.80% 6.65%
Folio 30 04/05/2000 -23.49% -13.93% 3.61% 6.33% 5.81%
Small-Cap ETF 12/10/2001 -35.11% -29.91% -5.09% -0.99% 6.79%

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