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 23, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Folio 50 04/05/2000 10.11% 19.07% 12.40% 16.17% 2.60%
Folio 30 04/05/2000 6.94% 15.15% 8.47% 14.01% 5.53%
Folio 100 04/05/2000 5.71% 14.39% 15.52% 18.37% 2.47%
Large-Cap ETF 12/10/2001 7.50% 13.41% 10.40% 16.12% 6.75%
Small-Cap ETF 12/10/2001 11.43% 11.46% 7.87% 16.23% 9.00%

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