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: December 11, 2018 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 4.84% 5.04% 14.19% 14.65% 4.01%
Folio 50 04/05/2000 2.31% 2.80% 12.81% 11.46% 3.65%
Folio 30 04/05/2000 0.58% 1.97% 14.80% 11.59% 6.78%
Large-Cap ETF 12/10/2001 0.40% 1.10% 11.71% 10.34% 7.38%
Small-Cap ETF 12/10/2001 -3.32% -2.08% 10.40% 7.65% 8.91%

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