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: July 26, 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 23.07% 28.26% 15.39% 19.30% 3.58%
Folio 30 04/05/2000 11.30% 20.44% 11.26% 13.83% 6.42%
Large-Cap ETF 12/10/2001 12.34% 17.12% 10.01% 15.24% 7.44%
Folio 50 04/05/2000 11.65% 16.30% 11.72% 14.60% 3.29%
Small-Cap ETF 12/10/2001 8.43% 16.25% 8.44% 14.94% 9.44%

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