Last Updated: April 1, 2020

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Bear Market 2X Strategy 02/21/2008 -24.97% 21.37% 45.04% 45.04% 15.71% -11.54% -16.02% 59.83%
Government Bond Bond 09/07/2000 4.69% 3.13% 9.04% 9.04% 14.90% 6.25% 3.78% 7.81%
Bear Market 1X Strategy 02/21/2008 -8.32% 12.93% 22.74% 22.74% 14.71% -0.39% -3.61% 24.78%
Bear Market 1.5X Strategy 02/21/2008 -15.92% 16.03% 30.08% 30.08% 13.23% -5.85% -9.37% 39.17%
Bond ETF Bond 07/31/2002 4.66% -1.50% 2.26% 2.26% 8.37% 4.58% 3.23% 6.94%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.63% -2.68% -0.37% -0.37% 6.07% 4.33% 3.22% 8.55%
Short-term Conservative Asset Allocation 08/24/2012 3.11% -3.24% -1.43% -1.43% 4.64% 4.07% 2.85% 9.46%
Corporate Bond Bond 09/07/2000 4.30% -7.70% -4.49% -4.49% 4.46% 3.80% 2.86% 12.82%
Basic Short-term Mod Asset Allocation 10/07/2005 4.81% -4.30% -3.29% -3.29% 3.48% 3.90% 3.14% 9.61%
Short-term Moderate Asset Allocation 08/24/2012 3.61% -5.01% -4.52% -4.52% 2.13% 4.04% 3.13% 10.76%
Biotechnology Sector/Industry 04/05/2000 10.45% -4.81% -11.24% -11.24% 1.64% 10.79% 5.30% 28.90%
Folio 100 Market Index 04/05/2000 4.40% -11.81% -14.12% -14.12% 1.30% 12.21% 12.77% 31.64%
Municipal Bond Bond 01/15/2001 4.07% -5.50% -3.20% -3.20% 1.04% 2.42% 2.10% 11.26%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.16% -6.35% -6.40% -6.40% 0.46% 3.33% 2.96% 11.53%
Short-term Aggressive Asset Allocation 08/24/2012 3.86% -7.13% -7.23% -7.23% 0.32% 4.10% 3.31% 12.47%
Low Volatility Strategy 02/26/2008 4.19% -4.98% -7.09% -7.09% -0.34% 1.59% 2.08% 10.50%
Precious Metals Sector/Industry 06/25/2009 -0.12% -10.56% -14.78% -14.78% -0.63% -3.04% -2.72% 22.89%
Defensive Strategy Strategy 02/28/2008 10.04% -9.60% -15.67% -15.67% -0.86% 5.81% 7.06% 25.96%
Target 2010 Conservative Target Date 12/21/2007 3.46% -6.12% -7.37% -7.37% -0.93% 3.09% 2.73% 10.09%
Low Volatility ETF Strategy 02/26/2008 3.95% -5.11% -7.11% -7.11% -1.37% 1.94% 1.98% 10.34%
Basic Med-term Conserv Asset Allocation 10/07/2005 5.49% -8.27% -9.47% -9.47% -2.27% 2.94% 2.98% 13.83%
Target 2015 Conservative Target Date 12/21/2007 2.95% -7.37% -9.17% -9.17% -2.55% 2.65% 2.76% 12.79%
Medium-term Conservative Asset Allocation 08/24/2012 3.75% -8.88% -10.01% -10.01% -2.79% 3.20% 2.82% 14.56%
Internet 5 Sector/Industry 03/11/2001 14.47% -11.74% -12.94% -12.94% -2.94% 13.21% 16.37% 30.39%
Healthcare Sector/Industry 04/05/2000 9.17% -7.81% -15.59% -15.59% -3.03% 7.48% 3.62% 26.81%
Target 2020 Conservative Target Date 12/21/2007 2.78% -8.74% -11.23% -11.23% -5.21% 1.62% 2.06% 14.35%
Target 2010 Moderate Target Date 12/21/2007 2.89% -9.90% -12.45% -12.45% -6.04% 1.33% 2.02% 15.34%
Target 2025 Conservative Target Date 12/21/2007 3.03% -9.21% -11.95% -11.95% -6.06% 1.40% 1.92% 14.87%
Utility 5 Sector/Industry 03/11/2001 6.93% -14.55% -15.84% -15.84% -6.55% 4.02% 5.73% 34.23%
Basic Med-term Mod Asset Allocation 10/07/2005 5.66% -11.29% -14.04% -14.04% -6.79% 1.88% 2.52% 17.63%
Folio 50 Market Index 04/05/2000 3.48% -12.67% -18.94% -18.94% -6.92% 5.94% 8.66% 29.96%
Medium-term Moderate Asset Allocation 08/24/2012 3.49% -11.12% -14.10% -14.10% -7.32% 2.22% 2.35% 17.44%
Long-term Conservative Asset Allocation 08/24/2012 3.75% -11.65% -14.76% -14.76% -7.85% 2.29% 2.40% 18.45%
Target 2030 Conservative Target Date 12/21/2007 2.91% -10.68% -13.96% -13.96% -7.94% 0.99% 1.76% 16.90%
Target 2015 Moderate Target Date 12/21/2007 2.73% -11.05% -14.10% -14.10% -8.00% 0.71% 1.57% 16.75%
Global Bond Bond 09/07/2000 5.99% -14.32% -14.31% -14.31% -8.08% -0.65% 1.15% 15.56%
Basic Long-term Conserv Asset Allocation 10/07/2005 5.79% -12.24% -15.65% -15.65% -8.10% 1.71% 2.61% 18.98%
Target 2035 Conservative Target Date 12/21/2007 3.00% -11.53% -15.06% -15.06% -8.62% 0.96% 1.92% 18.00%
Target 2010 Aggressive Target Date 12/21/2007 2.38% -11.54% -15.06% -15.06% -8.63% 0.92% 1.90% 18.00%
High-Yield Bond Bond 09/07/2000 3.60% -13.01% -14.46% -14.46% -9.19% -0.42% 1.22% 13.08%
Target 2040 Conservative Target Date 12/21/2007 3.19% -12.50% -16.31% -16.31% -9.42% 0.94% 2.05% 19.53%
Multi-Sector Sector/Industry 04/05/2000 4.90% -15.69% -21.65% -21.65% -9.45% 5.21% 5.79% 30.97%
Target 2045 Conservative Target Date 12/21/2007 3.60% -13.21% -17.34% -17.34% -9.69% 1.55% 2.75% 21.29%
Target 2050 Conservative Target Date 07/14/2010 5.18% -13.73% -17.98% -17.98% -9.95% 1.72% 3.01% 22.25%
Technology Sector/Industry 04/05/2000 1.45% -14.46% -17.79% -17.79% -9.97% 7.57% 8.37% 32.79%
Consumer Staples 5 Sector/Industry 03/11/2001 6.56% -11.94% -19.65% -19.65% -10.12% -1.87% 2.03% 27.71%
Internet Sector/Industry 04/05/2000 1.67% -15.82% -14.83% -14.83% -10.20% 10.38% 8.69% 30.11%
Medium-term Aggressive Asset Allocation 08/24/2012 3.63% -13.33% -17.25% -17.25% -10.42% 1.55% 2.00% 20.67%
Target 2055 Conservative Target Date 07/14/2010 5.10% -14.13% -18.51% -18.51% -10.44% 1.61% 2.95% 22.79%
Target 2060 Conservative Target Date 07/14/2010 5.10% -14.13% -18.51% -18.51% -10.44% 1.61% 2.95% 22.79%
Long-term Aggressive Asset Allocation 08/24/2012 6.20% -15.08% -18.94% -18.94% -10.44% 3.21% 3.85% 25.63%
Top Ten Buys Strategy 03/11/2001 5.68% -10.61% -18.86% -18.86% -10.50% -2.07% -0.07% 30.48%
Long-term Moderate Asset Allocation 08/24/2012 3.63% -13.63% -17.54% -17.54% -10.58% 1.58% 2.02% 20.90%
Target 2020 Moderate Target Date 12/21/2007 2.67% -12.57% -16.63% -16.63% -10.70% 0.12% 1.19% 18.72%
Basic Med-term Aggress Asset Allocation 10/07/2005 6.02% -14.19% -18.40% -18.40% -10.73% 1.24% 2.53% 21.76%
Basic Long-term Mod Asset Allocation 10/07/2005 5.98% -14.47% -18.72% -18.72% -11.18% 1.00% 2.33% 21.88%
Target 2015 Aggressive Target Date 12/21/2007 2.09% -13.39% -17.71% -17.71% -11.66% 0.03% 1.22% 19.89%
Target 2025 Moderate Target Date 12/21/2007 2.67% -13.76% -18.31% -18.31% -12.13% -0.01% 1.25% 20.44%
Large-Cap ETF Market Index 12/10/2001 6.61% -16.55% -23.05% -23.05% -12.16% 3.59% 5.73% 30.20%
Global Geographic 04/05/2000 3.28% -15.06% -22.40% -22.40% -12.37% 4.03% 4.75% 30.31%
BetterInvesting Top 100 Strategy 08/04/2009 11.44% -16.09% -22.60% -22.60% -12.69% 3.12% 5.40% 30.28%
Consumer Staples Sector/Industry 04/05/2000 8.94% -14.47% -22.65% -22.65% -13.83% -2.40% 2.29% 25.23%
Growth ETF Investment Style 12/10/2001 7.78% -18.89% -23.35% -23.35% -13.96% 4.16% 4.58% 31.02%
Target 2030 Moderate Target Date 12/21/2007 2.51% -15.01% -20.21% -20.21% -14.18% -0.71% 0.80% 22.01%
Target 2020 Aggressive Target Date 12/21/2007 2.15% -15.01% -20.21% -20.21% -14.18% -0.73% 0.79% 22.01%
Target 2030 Aggressive Target Date 12/21/2007 3.11% -15.95% -21.68% -21.68% -14.42% 0.08% 1.84% 24.87%
Target 2040 Moderate Target Date 12/21/2007 2.91% -15.95% -21.68% -21.68% -14.42% 0.08% 1.84% 24.87%
Japan Geographic 11/21/2000 0.31% -15.13% -23.82% -23.82% -14.45% -3.50% -0.84% 22.84%
Target 2025 Aggressive Target Date 12/21/2007 2.65% -15.53% -21.08% -21.08% -14.53% -0.38% 1.25% 23.67%
Target 2035 Moderate Target Date 12/21/2007 2.73% -15.53% -21.08% -21.08% -14.53% -0.37% 1.26% 23.67%
Large-Cap Blend Investment Style 10/26/2000 4.77% -19.34% -24.66% -24.66% -14.81% 1.81% 4.25% 31.03%
Large-Cap Growth Investment Style 04/05/2000 2.46% -21.64% -26.97% -26.97% -14.98% 4.58% 4.19% 34.28%
Conservative Investment Style 04/05/2000 9.77% -19.32% -23.02% -23.02% -15.44% 5.10% 7.45% 29.43%
Target 2035 Aggressive Target Date 12/21/2007 2.91% -16.80% -22.96% -22.96% -15.76% -0.53% 1.51% 26.10%
Folio 30 Market Index 04/05/2000 5.71% -15.71% -24.92% -24.92% -16.24% 2.94% 6.01% 30.39%
Basic Long-term Aggress Asset Allocation 10/07/2005 6.07% -18.32% -24.24% -24.24% -16.47% -0.16% 1.98% 27.36%
Target 2040 Aggressive Target Date 12/21/2007 2.82% -17.32% -23.80% -23.80% -16.75% -0.91% 1.24% 26.43%
Target 2045 Moderate Target Date 12/21/2007 2.89% -17.32% -23.80% -23.80% -16.75% -0.91% 1.24% 26.43%
Target 2050 Moderate Target Date 07/14/2010 5.13% -17.76% -24.25% -24.25% -17.14% -1.01% 1.26% 27.13%
Industrial-Office REIT Sector/Industry 11/09/2000 7.39% -20.52% -26.02% -26.02% -17.22% -1.62% 2.58% 37.50%
Global ETF Geographic 12/10/2001 6.42% -17.66% -25.22% -25.22% -17.27% -0.64% 1.32% 28.20%
Dividend Yield Fundamental 09/22/2008 4.42% -16.47% -26.21% -26.21% -17.62% -0.71% 2.22% 31.12%
Military Procurement Strategy 06/06/2003 12.52% -21.41% -28.07% -28.07% -17.75% 0.21% 5.56% 34.84%
Target 2045 Aggressive Target Date 12/21/2007 2.82% -18.12% -24.86% -24.86% -17.93% -1.32% 1.07% 27.45%
Target 2055 Moderate Target Date 07/14/2010 4.71% -18.11% -24.86% -24.86% -17.93% -1.32% 1.07% 27.45%
Target 2060 Moderate Target Date 07/14/2010 4.57% -18.11% -24.86% -24.86% -17.93% -1.32% 1.06% 27.45%
Utility Sector/Industry 04/05/2000 7.11% -20.51% -25.64% -25.64% -18.71% -1.78% 2.14% 34.44%
Aggressive Investment Style 04/05/2000 4.93% -21.37% -29.20% -29.20% -19.15% 1.06% 4.32% 33.27%
Target 2050 Aggressive Target Date 07/14/2010 4.37% -19.32% -26.33% -26.33% -19.54% -1.89% 0.77% 28.70%
Target 2055 Aggressive Target Date 07/14/2010 4.38% -19.32% -26.33% -26.33% -19.54% -1.89% 0.77% 28.70%
Target 2060 Aggressive Target Date 07/14/2010 4.38% -19.32% -26.33% -26.33% -19.54% -1.89% 0.77% 28.70%
Sector ETF Sector/Industry 12/10/2001 6.11% -19.91% -27.70% -27.70% -19.78% -1.97% 1.97% 30.68%
International Geographic 04/05/2000 2.07% -20.30% -28.46% -28.46% -20.11% -2.43% -0.56% 28.68%
REITs Sector/Industry 04/05/2000 9.45% -24.12% -28.27% -28.27% -20.82% -0.83% 1.58% 36.34%
Price-to-Sales Fundamental 09/22/2008 3.70% -18.20% -29.12% -29.12% -21.61% -1.93% 0.46% 32.28%
Basic Materials Sector/Industry 04/05/2000 7.28% -20.01% -29.44% -29.44% -22.24% -1.05% 2.40% 32.78%
Dogs of the Dow Strategy 04/05/2000 6.97% -13.97% -27.03% -27.03% -22.48% -2.27% 4.19% 29.06%
Construction Sector/Industry 04/05/2000 6.86% -28.76% -34.63% -34.63% -22.83% -7.31% 0.84% 38.30%
Analyst Selections Strategy 09/07/2000 1.91% -18.86% -27.65% -27.65% -23.24% -1.19% 1.41% 30.63%
Asia Geographic 04/05/2000 1.35% -18.94% -27.54% -27.54% -23.61% -6.00% -2.52% 25.63%
Mid-Cap Blend Investment Style 10/26/2000 6.96% -25.51% -34.29% -34.29% -23.90% -5.54% -1.22% 34.99%
Transport Sector/Industry 04/05/2000 7.08% -17.82% -27.63% -27.63% -24.39% -2.61% -0.07% 33.82%
Residential REIT Sector/Industry 11/09/2000 11.73% -31.48% -34.72% -34.72% -25.13% -1.38% 5.45% 37.59%
Wine Beer and Spirits Sector/Industry 06/06/2003 11.25% -18.22% -27.97% -27.97% -25.90% -5.66% -1.40% 25.92%
Financial Sector/Industry 04/05/2000 1.85% -25.09% -33.90% -33.90% -26.42% -7.07% -2.19% 35.40%
Telecomms Sector/Industry 04/05/2000 -2.58% -21.12% -27.82% -27.82% -27.20% -9.39% -5.40% 28.36%
Price-to-Book Fundamental 09/22/2008 1.68% -24.84% -34.36% -34.36% -27.20% -5.95% -1.69% 34.09%
Mid-Cap Growth Investment Style 04/05/2000 6.26% -26.60% -32.59% -32.59% -27.39% 1.11% 1.86% 35.42%
Value ETF Investment Style 12/10/2001 6.58% -24.73% -34.06% -34.06% -27.52% -6.07% -0.41% 32.27%
Analyst Growth Strategy 09/07/2000 4.20% -24.11% -31.08% -31.08% -27.67% -0.67% 2.01% 36.80%
Small-Cap ETF Market Index 12/10/2001 6.90% -26.44% -33.89% -33.89% -28.35% -4.78% -0.55% 33.25%
Large-Cap Value Investment Style 04/05/2000 1.47% -23.66% -34.91% -34.91% -28.82% -10.10% -4.22% 31.64%
Africa Geographic 04/05/2000 6.36% -31.13% -40.03% -40.03% -29.23% -8.75% -6.27% 36.27%
Small-Cap Blend Investment Style 10/26/2000 8.34% -26.64% -37.34% -37.34% -29.48% -7.54% -0.84% 37.83%
Aerospace Sector/Industry 04/05/2000 13.28% -32.26% -39.41% -39.41% -31.20% -1.46% 2.95% 38.73%
Moderate Investment Style 04/05/2000 7.20% -28.70% -38.30% -38.30% -32.82% -11.23% -3.43% 36.13%
High Income Investment Style 09/07/2000 7.73% -32.40% -40.33% -40.33% -33.11% -7.93% -0.79% 34.69%
Analyst Upgrades Strategy 09/07/2000 7.70% -25.00% -33.63% -33.63% -34.83% -7.35% -2.66% 35.03%
Small-Cap Growth Investment Style 04/05/2000 3.26% -31.55% -40.01% -40.01% -36.18% -9.48% -3.50% 37.21%
Banks Sector/Industry 04/05/2000 2.48% -32.77% -43.65% -43.65% -36.91% -12.38% -5.95% 37.37%
Australia and New Zealand Geographic 07/18/2007 -7.91% -29.83% -36.23% -36.23% -37.72% -17.55% -11.89% 31.65%
Mid-Cap Value Investment Style 04/05/2000 6.55% -33.04% -45.20% -45.20% -39.49% -11.02% -5.59% 39.05%
Small-Cap Value Investment Style 04/05/2000 6.35% -34.54% -46.84% -46.84% -43.93% -11.97% -4.63% 36.10%
Energy Sector/Industry 04/05/2000 3.89% -36.44% -49.17% -49.17% -48.21% -17.43% -11.20% 46.42%
Latin America Geographic 04/05/2000 6.35% -42.11% -53.20% -53.20% -51.35% -17.02% -5.45% 47.42%
Retail REIT Sector/Industry 11/09/2000 7.11% -47.30% -53.32% -53.32% -51.83% -21.64% -13.75% 49.47%

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