Last Updated: December 13, 2019

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Zacks Momentum Anomaly Strategy 10/31/2011 20.89% 6.16% 21.65% 44.92% 36.10% 16.62% 15.05% 19.48%
Construction Sector/Industry 04/05/2000 9.25% 0.94% 6.09% 38.52% 35.88% 7.72% 12.48% 16.17%
Biotechnology Sector/Industry 04/05/2000 11.21% 11.07% 16.70% 41.14% 31.15% 18.94% 9.96% 23.21%
Large-Cap Growth Investment Style 04/05/2000 3.99% 3.22% 7.15% 33.77% 28.24% 17.04% 11.85% 14.81%
Folio 100 Market Index 04/05/2000 5.14% 3.01% 8.00% 35.58% 27.40% 20.87% 16.25% 19.29%
Aerospace Sector/Industry 04/05/2000 16.50% -0.22% 0.24% 32.79% 26.09% 18.20% 17.05% 16.69%
Internet 5 Sector/Industry 03/11/2001 15.40% 4.56% 4.67% 34.89% 25.54% 22.71% 20.06% 22.82%
Residential REIT Sector/Industry 11/09/2000 14.36% -0.58% 2.27% 31.25% 25.27% 15.69% 16.22% 13.99%
Aggressive Investment Style 04/05/2000 6.76% 2.84% 6.75% 31.65% 24.93% 15.04% 12.76% 16.96%
Growth ETF Investment Style 12/10/2001 9.38% 2.95% 4.92% 31.61% 24.62% 15.12% 11.53% 16.45%
Defensive Strategy Strategy 02/28/2008 11.72% 2.80% 4.85% 31.00% 23.33% 12.86% 11.22% 11.21%
Mid-Cap Value Investment Style 04/05/2000 9.80% 2.65% 3.68% 28.97% 22.77% 8.11% 6.82% 16.86%
Basic Materials Sector/Industry 04/05/2000 9.23% 2.71% 5.54% 24.74% 22.46% 12.20% 9.35% 16.04%
Mid-Cap Blend Investment Style 10/26/2000 9.38% 2.29% 5.05% 28.27% 22.43% 10.09% 9.41% 15.61%
VizMetrics Permanent Plus Strategy 7.86% 1.98% 2.78% 21.89% 22.43% 11.94% - 7.21%
Military Procurement Strategy 06/06/2003 14.95% 0.74% 5.04% 31.14% 22.00% 12.78% 15.21% 16.48%
Large-Cap ETF Market Index 12/10/2001 8.17% 2.62% 5.86% 28.65% 21.97% 14.14% 11.82% 14.46%
Multi-Sector Sector/Industry 04/05/2000 6.18% 2.70% 5.83% 27.09% 21.80% 15.26% 11.29% 14.18%
Global Geographic 04/05/2000 4.57% 2.75% 7.24% 27.19% 21.50% 14.95% 10.65% 14.21%
Industrial-Office REIT Sector/Industry 11/09/2000 9.02% -1.32% 3.45% 29.92% 21.48% 8.11% 9.35% 15.21%
Large-Cap Blend Investment Style 10/26/2000 6.35% 3.15% 3.10% 28.20% 21.36% 12.75% 11.16% 14.13%
Folio 50 Market Index 04/05/2000 4.52% 2.72% 6.44% 27.80% 21.25% 14.60% 13.24% 15.43%
Africa Geographic 04/05/2000 8.96% 1.90% 6.48% 22.77% 21.20% 8.48% 4.44% 18.97%
Banks Sector/Industry 04/05/2000 5.47% 4.05% 8.92% 23.64% 20.32% 6.92% 5.49% 15.77%
Technology Sector/Industry 04/05/2000 2.38% 1.64% 4.46% 26.91% 20.32% 17.65% 12.50% 17.41%
BetterInvesting Top 100 Strategy 08/04/2009 14.42% 2.44% 5.48% 27.17% 20.31% 12.75% 11.57% 14.80%
Long-term Aggressive Asset Allocation 08/24/2012 9.28% 2.22% 3.92% 24.86% 20.00% 11.56% 9.11% 11.10%
Mid-Cap Growth Investment Style 04/05/2000 8.37% 3.16% 0.38% 26.95% 19.59% 16.56% 12.06% 16.77%
Top Ten Buys Strategy 03/11/2001 6.83% 3.69% 8.56% 24.67% 19.14% 4.68% 2.70% 15.29%
MarketGlide 2050 Strategy 08/12/2009 10.59% 2.59% 5.24% 24.36% 19.13% 11.21% 9.10% 11.80%
MarketGlide 2045 Strategy 08/12/2009 10.47% 2.55% 5.18% 23.99% 18.87% 11.05% 8.97% 11.46%
Global ETF Geographic 12/10/2001 8.16% 2.67% 5.67% 23.27% 18.66% 11.11% 8.25% 12.62%
MarketGlide 2040 Strategy 08/12/2009 10.21% 2.48% 5.02% 23.33% 18.45% 10.70% 8.67% 10.92%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.17% 1.68% 3.59% 23.88% 18.43% 10.16% 8.61% 11.32%
Small-Cap ETF Market Index 12/10/2001 9.39% 2.46% 3.79% 25.26% 18.32% 9.47% 9.47% 16.41%
Price-to-Book Fundamental 09/22/2008 5.44% 2.21% 5.67% 23.06% 18.25% 8.38% 7.54% 14.11%
Internet Sector/Industry 04/05/2000 2.38% 2.38% -3.23% 26.67% 18.09% 19.24% 13.27% 21.68%
Foreign Small Cap Geographic 09/15/2008 10.41% 7.03% 8.16% 23.35% 17.96% 16.81% 14.50% 21.23%
Target 2055 Conservative Target Date 07/14/2010 7.40% 2.07% 3.60% 21.79% 17.95% 9.25% 7.92% 10.24%
Target 2060 Conservative Target Date 07/14/2010 7.40% 2.07% 3.60% 21.79% 17.95% 9.25% 7.92% 10.24%
MarketGlide 2035 Strategy 08/12/2009 9.87% 2.38% 4.78% 22.29% 17.78% 10.22% 8.27% 10.08%
Target 2050 Conservative Target Date 07/14/2010 7.42% 1.99% 3.51% 21.45% 17.68% 9.09% 7.82% 10.01%
Dividend Yield Fundamental 09/22/2008 7.22% 1.81% 6.00% 23.19% 17.63% 10.52% 8.69% 12.48%
Sector ETF Sector/Industry 12/10/2001 8.02% 1.98% 3.70% 24.46% 17.59% 9.46% 9.33% 13.22%
Target 2050 Moderate Target Date 07/14/2010 8.20% 2.31% 3.62% 22.27% 17.54% 8.89% 7.88% 12.08%
International Geographic 04/05/2000 3.70% 3.99% 7.44% 21.35% 17.52% 11.18% 7.43% 12.61%
Personal Finance Growth Strategy 08/08/2011 8.74% 2.50% 6.81% 25.34% 17.50% 4.67% 5.34% 18.43%
Target 2035 Aggressive Target Date 12/21/2007 5.08% 2.34% 3.64% 21.91% 17.49% 8.83% 7.79% 11.73%
Small-Cap Blend Investment Style 10/26/2000 11.05% 2.38% 6.67% 22.05% 17.37% 8.78% 10.43% 18.84%
Target 2045 Aggressive Target Date 12/21/2007 5.18% 2.37% 3.69% 22.09% 17.34% 8.86% 7.91% 12.32%
Target 2055 Moderate Target Date 07/14/2010 7.84% 2.37% 3.69% 22.09% 17.34% 8.85% 7.81% 12.32%
Target 2060 Moderate Target Date 07/14/2010 7.69% 2.37% 3.69% 22.09% 17.34% 8.85% 7.81% 12.32%
Target 2040 Aggressive Target Date 12/21/2007 5.08% 2.36% 3.71% 21.95% 17.33% 8.76% 7.71% 11.91%
Target 2045 Moderate Target Date 12/21/2007 5.15% 2.36% 3.71% 21.95% 17.33% 8.76% 7.70% 11.91%
Consumer Staples 5 Sector/Industry 03/11/2001 7.84% 2.34% 0.48% 27.90% 17.27% 8.11% 6.70% 13.93%
Target 2050 Aggressive Target Date 07/14/2010 7.68% 2.40% 3.59% 22.16% 17.27% 8.93% 7.92% 12.66%
Target 2055 Aggressive Target Date 07/14/2010 7.69% 2.40% 3.59% 22.17% 17.27% 8.93% 7.94% 12.66%
Target 2060 Aggressive Target Date 07/14/2010 7.69% 2.40% 3.59% 22.17% 17.27% 8.93% 7.94% 12.66%
Target 2030 Aggressive Target Date 12/21/2007 5.14% 2.30% 3.67% 21.54% 17.19% 8.90% 7.73% 11.31%
Target 2040 Moderate Target Date 12/21/2007 4.93% 2.30% 3.67% 21.54% 17.19% 8.90% 7.54% 11.31%
Emerging Markets 50 Geographic 09/15/2008 4.25% 6.43% 10.58% 21.12% 17.17% 11.97% 7.40% 18.48%
Financial Sector/Industry 04/05/2000 3.93% 2.62% 5.95% 20.59% 17.11% 7.04% 6.49% 13.83%
MarketGlide 2030 Strategy 08/12/2009 9.36% 2.24% 4.49% 20.93% 16.96% 9.57% 7.71% 8.94%
REITs Sector/Industry 04/05/2000 11.28% -1.42% -0.87% 24.18% 16.93% 10.66% 9.01% 13.88%
Folio 30 Market Index 04/05/2000 7.29% 2.37% 4.81% 21.64% 16.88% 14.51% 12.71% 13.01%
Target 2045 Conservative Target Date 12/21/2007 5.23% 1.94% 3.33% 20.32% 16.78% 8.57% 7.37% 9.54%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.58% 1.56% 3.26% 20.46% 16.68% 8.95% 7.50% 8.84%
Precious Metals Sector/Industry 06/25/2009 1.03% 2.28% -2.08% 13.76% 16.68% 2.70% -0.90% 14.59%
Basic Long-term Mod Asset Allocation 10/07/2005 7.58% 1.54% 3.18% 20.44% 16.66% 8.82% 7.41% 8.85%
Value ETF Investment Style 12/10/2001 9.08% 1.99% 4.25% 23.22% 16.52% 7.97% 9.01% 14.06%
Long-term Moderate Asset Allocation 08/24/2012 6.34% 2.06% 3.44% 20.42% 16.38% 8.72% 6.54% 8.93%
MarketGlide 2025 Strategy 08/12/2009 8.74% 2.06% 4.14% 19.43% 16.07% 8.95% 7.12% 7.61%
Transport Sector/Industry 04/05/2000 8.94% -0.42% 1.06% 22.90% 16.02% 7.51% 6.15% 18.74%
Healthcare Sector/Industry 04/05/2000 10.16% 4.93% 11.13% 21.26% 15.93% 15.39% 8.30% 14.82%
Medium-term Aggressive Asset Allocation 08/24/2012 6.29% 1.99% 3.37% 19.90% 15.92% 8.50% 6.42% 8.76%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.12% 1.58% 3.25% 18.76% 15.87% 8.30% 6.86% 7.66%
Large-Cap Value Investment Style 04/05/2000 3.61% 1.36% 4.88% 22.04% 15.84% 4.00% 5.61% 13.99%
High Income Investment Style 09/07/2000 10.64% 1.83% 4.59% 24.44% 15.82% 9.87% 9.31% 11.43%
Price-to-Sales Fundamental 09/22/2008 6.89% 0.53% 4.49% 22.17% 15.78% 10.27% 8.53% 13.77%
MyPlanIQ SAA Growth Investment Style 08/12/2010 6.17% 1.38% 2.37% 18.11% 15.65% 8.01% 5.87% 6.65%
Target 2025 Aggressive Target Date 12/21/2007 4.61% 2.22% 3.36% 19.75% 15.63% 8.03% 6.86% 10.50%
Target 2035 Moderate Target Date 12/21/2007 4.70% 2.22% 3.36% 19.75% 15.63% 8.04% 6.83% 10.50%
Long-term Conservative Asset Allocation 08/24/2012 6.01% 1.80% 3.17% 18.89% 15.39% 8.24% 6.18% 7.80%
International 100 Geographic 11/19/2008 7.84% 3.57% 7.01% 19.17% 15.38% 8.38% 4.74% 12.86%
Corporate Bond Bond 09/07/2000 4.63% 1.61% 3.09% 14.76% 15.36% 6.13% 4.33% 3.92%
Target 2040 Conservative Target Date 12/21/2007 4.72% 1.75% 2.84% 18.09% 15.11% 7.30% 6.33% 8.31%
Japan Geographic 11/21/2000 1.80% 2.34% 7.47% 19.89% 15.03% 6.74% 6.93% 12.98%
MarketGlide 2020 Strategy 08/12/2009 7.97% 1.90% 3.80% 17.75% 14.98% 8.16% 6.42% 6.43%
Basic Med-term Mod Asset Allocation 10/07/2005 6.84% 1.30% 2.74% 17.53% 14.96% 7.72% 6.33% 6.72%
Small-Cap Growth Investment Style 04/05/2000 5.97% 0.35% 6.41% 22.81% 14.83% 9.30% 8.40% 20.39%
Conservative Investment Style 04/05/2000 11.25% 2.02% 0.94% 19.95% 14.82% 16.85% 14.64% 11.50%
Medium-term Moderate Asset Allocation 08/24/2012 5.64% 1.73% 3.17% 17.93% 14.78% 7.83% 5.88% 7.26%
Consumer Staples Sector/Industry 04/05/2000 10.34% 2.21% 1.09% 22.96% 14.74% 7.79% 8.09% 12.06%
Medium-term Conservative Asset Allocation 08/24/2012 5.30% 1.61% 2.90% 16.79% 14.73% 7.23% 5.49% 5.75%
Developed Markets 100 Geographic 09/15/2008 3.68% 2.61% 5.76% 18.40% 14.65% 7.33% 4.10% 11.96%
Short-term Aggressive Asset Allocation 08/24/2012 5.02% 1.58% 2.95% 16.00% 14.58% 7.24% 5.35% 4.97%
Target 2030 Moderate Target Date 12/21/2007 4.39% 2.00% 3.00% 18.29% 14.54% 7.10% 6.11% 9.50%
Target 2020 Aggressive Target Date 12/21/2007 4.01% 2.00% 3.00% 18.29% 14.54% 7.08% 6.13% 9.50%
BRIC Geographic 09/15/2008 4.22% 5.48% 7.24% 19.56% 14.49% 12.91% 7.46% 19.70%
Euroland Geographic 11/18/2008 5.69% 3.25% 5.17% 19.69% 14.48% 7.09% 3.35% 14.63%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 5.32% 1.20% 2.79% 16.21% 14.45% 8.01% 5.62% 5.16%
CWM Global Market Strategy 07/28/2014 5.21% 1.62% 3.07% 16.32% 14.41% 7.72% 5.96% 6.11%
Target 2025 Moderate Target Date 12/21/2007 4.37% 2.03% 3.09% 17.62% 14.36% 7.13% 6.10% 8.86%
Europe 100 Geographic 11/17/2008 7.13% 2.76% 5.96% 17.89% 14.26% 7.65% 3.61% 12.15%
MarketGlide 2015 Strategy 08/12/2009 7.23% 1.76% 3.49% 16.37% 14.10% 7.52% 5.85% 5.53%
Target 2035 Conservative Target Date 12/21/2007 4.40% 1.76% 2.74% 16.46% 13.93% 6.79% 5.87% 7.66%
Target 2010 Aggressive Target Date 12/21/2007 3.76% 1.76% 2.74% 16.45% 13.92% 6.75% 5.84% 7.66%
Moderate Investment Style 04/05/2000 9.82% 1.83% 6.36% 20.06% 13.90% 5.71% 8.04% 17.99%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 5.38% 1.25% 2.36% 15.74% 13.84% 7.01% 5.39% 5.24%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.30% 1.27% 2.60% 15.29% 13.81% 6.97% 5.63% 5.10%
Target 2015 Aggressive Target Date 12/21/2007 3.70% 1.78% 2.70% 17.10% 13.79% 6.81% 5.79% 8.38%
MarketGlide 2010 Strategy 08/12/2009 6.66% 1.65% 3.26% 15.49% 13.51% 7.13% 5.49% 5.01%
Target 2020 Moderate Target Date 12/21/2007 4.21% 1.83% 2.76% 16.32% 13.47% 6.42% 5.58% 7.93%
Dogs of the Dow Strategy 04/05/2000 8.69% -0.44% 1.54% 18.87% 13.46% 8.36% 10.97% 14.50%
Target 2015 Moderate Target Date 12/21/2007 4.04% 1.65% 2.58% 15.38% 13.26% 6.02% 5.22% 6.78%
Target 2010 Moderate Target Date 12/21/2007 4.05% 1.54% 2.54% 14.80% 13.00% 6.14% 5.22% 6.10%
Utility 5 Sector/Industry 03/11/2001 7.89% 2.03% 0.95% 19.99% 12.93% 11.55% 7.59% 13.00%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 4.43% 0.98% 2.24% 13.81% 12.91% 6.82% 4.82% 3.92%
Target 2030 Conservative Target Date 12/21/2007 4.21% 1.68% 2.52% 15.24% 12.90% 6.34% 5.38% 7.13%
Global Bond Bond 09/07/2000 6.89% 1.76% 1.60% 11.70% 12.79% 5.50% 4.42% 4.61%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.73% 1.10% 2.28% 13.43% 12.68% 6.18% 4.87% 3.94%
Short-term Moderate Asset Allocation 08/24/2012 4.37% 1.36% 2.49% 13.42% 12.63% 5.98% 4.55% 4.25%
Asia Geographic 04/05/2000 2.93% 3.71% 5.90% 15.55% 12.36% 7.00% 5.27% 13.18%
Target 2015 Conservative Target Date 12/21/2007 3.79% 1.45% 2.50% 13.82% 12.34% 6.41% 5.06% 5.35%
Small-Cap Value Investment Style 04/05/2000 9.86% 6.13% 2.20% 17.51% 12.20% 8.87% 10.09% 17.79%
Target 2025 Conservative Target Date 12/21/2007 4.13% 1.53% 2.36% 13.95% 12.02% 6.00% 4.97% 6.23%
Target 2020 Conservative Target Date 12/21/2007 3.81% 1.49% 2.35% 13.80% 12.01% 5.96% 4.87% 5.93%
Basic Short-term Mod Asset Allocation 10/07/2005 5.15% 1.14% 2.35% 11.91% 11.93% 5.67% 4.33% 3.12%
Short-term Conservative Asset Allocation 08/24/2012 3.43% 1.16% 1.94% 11.27% 11.31% 4.87% 3.65% 3.60%
Analyst Selections Strategy 09/07/2000 3.52% 3.40% 5.46% 17.80% 11.29% 10.83% 8.63% 15.27%
Target 2010 Conservative Target Date 12/21/2007 4.17% 1.35% 2.54% 12.36% 11.04% 6.29% 4.65% 4.13%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.76% 0.97% 1.94% 10.42% 10.99% 4.97% 3.75% 2.82%
High-Yield Bond Bond 09/07/2000 4.46% 1.39% 1.66% 13.36% 10.73% 5.45% 5.36% 4.57%
Bond ETF Bond 07/31/2002 4.62% 1.00% 1.57% 9.48% 10.50% 4.46% 3.31% 3.43%
Low Volatility Strategy 02/26/2008 4.85% 1.04% 1.85% 12.84% 10.32% 4.61% 3.78% 4.50%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.51% 0.74% 1.89% 10.30% 10.14% 5.07% 3.65% 2.38%
Low Volatility ETF Strategy 02/26/2008 4.66% 1.13% 2.67% 11.48% 9.98% 5.14% 4.00% 4.58%
Analyst Growth Strategy 09/07/2000 6.05% 1.88% 2.00% 18.56% 9.90% 13.91% 9.97% 19.80%
Government Bond Bond 09/07/2000 4.33% 0.77% 1.23% 8.10% 9.73% 3.90% 2.55% 4.65%
Utility Sector/Industry 04/05/2000 8.69% 1.54% 0.16% 17.00% 9.37% 9.68% 7.99% 11.86%
China Select Geographic 09/28/2008 7.92% 2.89% 4.40% 18.29% 9.33% 9.88% 6.56% 23.65%
Australia and New Zealand Geographic 07/18/2007 -4.81% 1.73% 3.93% 15.00% 8.87% -1.88% -2.81% 17.32%
Latin America Geographic 04/05/2000 10.41% 9.86% 10.86% 8.09% 8.72% 11.46% 9.08% 20.15%
Zacks Analyst Anomaly Strategy 10/31/2011 8.49% -3.57% -3.08% 19.53% 8.66% -0.59% -0.46% 23.43%
Analyst Upgrades Strategy 09/07/2000 10.08% 2.66% 4.27% 12.94% 8.14% 6.85% 6.05% 15.28%
FFCM ETF Absolute Return Strategy 02/08/2013 2.80% -0.29% 0.88% 9.82% 7.78% 4.57% 3.60% 5.57%
Municipal Bond Bond 01/15/2001 4.31% 0.82% 1.20% 6.79% 7.55% 4.13% 2.96% 1.78%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.53% 1.50% 2.68% 12.63% 6.87% 5.01% 5.77% 14.42%
Retail REIT Sector/Industry 11/09/2000 11.41% -4.58% -1.78% 17.60% 6.05% -2.15% 1.05% 16.45%
Energy Sector/Industry 04/05/2000 7.35% 1.26% 3.04% 12.85% 4.62% 0.37% 2.18% 18.21%
Tiny Titans 101 Strategy 10/19/2010 2.73% 2.88% 9.82% 13.51% 3.81% -0.69% 4.51% 22.00%
Zacks Small Cap Anomaly Strategy 10/31/2011 1.74% 4.03% 6.12% 10.54% 1.29% -4.76% -4.83% 26.95%
European Oil and Gas Geographic 11/18/2008 4.62% -3.74% 1.17% 2.86% -0.25% 6.29% 5.48% 16.06%
Telecomms Sector/Industry 04/05/2000 -1.11% -1.14% -2.73% 4.42% -0.29% 2.44% 1.61% 14.49%
IPO Candy Strategy 07/28/2010 5.47% 0.57% 0.17% 4.54% -0.85% 16.06% 5.03% 14.46%
Western Pacific Rim Geographic 08/06/2009 8.08% 1.50% 5.11% 3.29% -1.07% 2.68% 3.49% 15.27%
Zacks Value Anomaly Strategy 10/31/2011 6.01% 0.25% 2.76% 6.01% -4.19% -2.13% -2.47% 21.38%
International Telecom 35 Geographic 11/17/2008 3.62% -0.92% -1.46% -5.05% -7.44% -1.50% -2.04% 12.36%
Bear Market 1X Strategy 02/21/2008 -9.98% -1.77% -3.21% -14.82% -10.95% -7.34% -8.13% 12.55%
Zacks Multi-Anomaly Strategy 10/31/2011 -6.32% 0.60% 1.44% -14.34% -17.02% -14.55% -17.66% 23.91%
Bear Market 1.5X Strategy 02/21/2008 -17.96% -3.05% -6.00% -25.93% -20.76% -14.79% -14.92% 19.88%
Bear Market 2X Strategy 02/21/2008 -27.59% -4.74% -9.33% -38.33% -31.68% -23.30% -23.39% 31.04%

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