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: June 25, 2019 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 16.58% 11.28% 15.52% 12.07% 4.14%
Folio 30 04/05/2000 12.69% 10.33% 17.24% 11.80% 7.05%
Large-Cap ETF 12/10/2001 17.52% 9.29% 15.20% 10.50% 7.84%
Folio 100 04/05/2000 19.30% 7.76% 21.52% 15.30% 4.57%
Small-Cap ETF 12/10/2001 16.76% -0.44% 12.63% 7.46% 9.21%

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