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: January 27, 2020 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 2.98% 34.06% 21.25% 17.76% 5.40%
Folio 50 04/05/2000 0.70% 25.25% 15.32% 13.79% 4.65%
Large-Cap ETF 12/10/2001 0.76% 24.28% 14.66% 12.06% 8.27%
Folio 30 04/05/2000 -0.96% 16.64% 14.15% 12.56% 7.25%
Small-Cap ETF 12/10/2001 -0.57% 15.13% 9.70% 8.92% 9.40%

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