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 18, 2019 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 21.93% 14.13% 19.77% 17.68% 4.73%
Folio 50 04/05/2000 16.21% 12.68% 14.81% 13.03% 4.16%
Large-Cap ETF 12/10/2001 16.57% 9.34% 14.00% 11.52% 7.87%
Folio 30 04/05/2000 10.77% 6.78% 15.49% 12.13% 7.03%
Small-Cap ETF 12/10/2001 18.74% 4.97% 13.06% 8.88% 9.42%

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