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: November 16, 2018 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 4.77% 10.63% 15.99% 12.37% 7.04%
Folio 50 04/05/2000 5.50% 9.32% 13.49% 12.12% 3.84%
Folio 100 04/05/2000 7.09% 8.30% 14.71% 15.45% 4.14%
Large-Cap ETF 12/10/2001 3.95% 7.75% 12.29% 10.94% 7.63%
Small-Cap ETF 12/10/2001 1.46% 5.31% 11.25% 8.31% 9.26%

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