Does market volatility concern you? We have designed two types of low volatility folios: the Low Volatility folio, which comprises a mixture of ETFs and individual stocks, and the Low Volatility ETF folio, which comprises only ETFs.

Both of these portfolios are designed to have low volatility—to be more stable in their gains and losses—and are not expected to gain or lose value to the same degree as the broader market.

Last Updated: September 23, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Low Volatility 02/26/2008 6.95% 7.15% 3.83% 5.62% 5.00%
Low Volatility ETF 02/26/2008 6.15% 7.79% 3.89% 6.04% 4.76%

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