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, 2017 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 31.46% 33.25% 15.57% 21.26% 3.91%
Folio 30 04/05/2000 21.28% 27.32% 12.72% 16.21% 6.83%
Large-Cap ETF 12/10/2001 18.05% 21.73% 10.46% 16.16% 7.62%
Folio 50 04/05/2000 17.58% 21.51% 11.96% 16.14% 3.52%
Small-Cap ETF 12/10/2001 12.49% 16.57% 9.11% 15.40% 9.50%

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