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 15, 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 32.81% 22.94% 21.46% 15.60% 5.05%
Large-Cap ETF 12/10/2001 26.48% 16.63% 15.09% 11.07% 8.10%
Folio 50 04/05/2000 25.23% 16.20% 15.60% 12.26% 4.43%
Folio 30 04/05/2000 19.66% 11.43% 15.96% 11.94% 7.23%
Small-Cap ETF 12/10/2001 23.39% 10.93% 10.71% 8.66% 9.34%

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