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: March 24, 2017 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Small-Cap ETF 12/10/2001 1.91% 22.28% 6.58% 12.33% 9.23%
Folio 100 04/05/2000 10.48% 21.89% 14.72% 15.65% 3.00%
Folio 30 04/05/2000 4.83% 20.62% 10.84% 12.32% 6.19%
Folio 50 04/05/2000 5.58% 18.87% 12.17% 13.44% 3.02%
Large-Cap ETF 12/10/2001 5.41% 17.96% 10.15% 13.17% 7.16%

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