Last Updated: April 18, 2019

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
IPO Candy Strategy 07/28/2010 6.90% -1.94% 4.52% 13.52% 25.63% 20.23% 8.85% 17.66%
Residential REIT Sector/Industry 11/09/2000 14.08% 0.75% 6.48% 14.89% 24.94% 15.20% 16.82% 14.67%
REITs Sector/Industry 04/05/2000 11.21% 0.66% 8.37% 14.26% 20.37% 7.52% 10.23% 14.39%
Mid-Cap Growth Investment Style 04/05/2000 8.57% 4.02% 12.82% 24.63% 18.91% 17.99% 12.19% 20.62%
Internet Sector/Industry 04/05/2000 2.38% 1.87% 12.95% 24.80% 16.26% 24.86% 13.66% 25.30%
Utility 5 Sector/Industry 03/11/2001 7.67% -1.02% 8.55% 9.94% 16.00% 7.66% 5.96% 14.33%
High Income Investment Style 09/07/2000 10.58% 2.39% 7.59% 15.26% 14.83% 12.17% 8.13% 11.43%
Folio 100 Market Index 04/05/2000 4.73% 5.32% 14.34% 21.93% 14.13% 19.77% 17.68% 20.98%
Industrial-Office REIT Sector/Industry 11/09/2000 8.81% 0.55% 9.56% 18.45% 13.65% 9.43% 8.67% 15.67%
Internet 5 Sector/Industry 03/11/2001 15.68% 6.36% 15.70% 28.49% 12.84% 24.95% 19.71% 27.31%
Folio 50 Market Index 04/05/2000 4.16% 3.05% 9.89% 16.21% 12.68% 14.81% 13.03% 16.18%
Defensive Strategy Strategy 02/28/2008 11.02% 1.77% 8.09% 13.63% 12.45% 7.78% 10.08% 11.20%
Retail REIT Sector/Industry 11/09/2000 11.68% 1.61% 4.97% 14.52% 12.44% -3.03% 3.16% 18.61%
Conservative Investment Style 04/05/2000 11.36% 2.80% 7.22% 14.03% 12.43% 17.38% 14.55% 13.64%
Dogs of the Dow Strategy 04/05/2000 8.63% -1.12% 7.42% 11.39% 12.21% 11.31% 10.17% 13.56%
Utility Sector/Industry 04/05/2000 8.57% -2.15% 7.41% 8.37% 11.78% 7.76% 8.50% 12.57%
Zacks Momentum Anomaly Strategy 10/31/2011 20.72% 1.29% 16.08% 26.65% 11.78% 18.09% 13.06% 19.06%
Biotechnology Sector/Industry 04/05/2000 10.57% -8.41% 3.28% 17.96% 11.08% 10.69% 13.38% 25.84%
Technology Sector/Industry 04/05/2000 2.27% 5.13% 14.87% 22.33% 10.88% 18.44% 13.16% 18.99%
BetterInvesting Top 100 Strategy 08/04/2009 14.43% 3.69% 9.19% 16.55% 10.41% 13.05% 11.70% 14.64%
Growth ETF Investment Style 12/10/2001 9.23% 2.71% 11.28% 21.04% 10.26% 14.93% 11.22% 17.56%
Multi-Sector Sector/Industry 04/05/2000 5.86% 4.25% 9.07% 15.43% 9.82% 14.70% 9.35% 15.24%
Consumer Staples 5 Sector/Industry 03/11/2001 7.69% 4.12% 14.39% 18.72% 9.44% 4.00% 5.96% 14.61%
Global Geographic 04/05/2000 4.23% 2.39% 10.37% 16.09% 9.35% 12.72% 9.82% 15.37%
Large-Cap ETF Market Index 12/10/2001 7.87% 2.64% 9.35% 16.57% 9.34% 14.00% 11.52% 15.02%
Long-term Aggressive Asset Allocation 08/24/2012 9.04% 2.58% 10.15% 16.14% 7.84% 11.25% 9.13% 12.15%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.00% 1.93% 8.42% 15.15% 7.53% 9.94% 8.30% 11.54%
Large-Cap Blend Investment Style 10/26/2000 6.05% 3.58% 9.34% 17.01% 7.42% 12.47% 10.04% 13.50%
Sector ETF Sector/Industry 12/10/2001 7.89% 2.20% 8.46% 15.89% 7.10% 10.47% 9.10% 13.31%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.40% 1.71% 7.12% 12.21% 6.85% 8.29% 7.15% 9.06%
Folio 30 Market Index 04/05/2000 7.03% 0.91% 5.36% 10.77% 6.78% 15.49% 12.13% 13.57%
Basic Long-term Mod Asset Allocation 10/07/2005 7.40% 1.71% 7.16% 12.33% 6.76% 8.20% 7.07% 9.04%
Dividend Yield Fundamental 09/22/2008 6.89% 1.55% 8.19% 13.87% 6.43% 10.81% 6.73% 12.60%
Mid-Cap Blend Investment Style 10/26/2000 9.07% 3.25% 5.82% 14.77% 6.35% 9.77% 9.19% 17.30%
Basic Med-term Mod Asset Allocation 10/07/2005 6.66% 1.45% 6.08% 9.89% 6.32% 6.56% 5.95% 6.91%
Healthcare Sector/Industry 04/05/2000 9.39% -7.78% -3.35% -0.47% 6.00% 6.93% 7.67% 15.60%
Transport Sector/Industry 04/05/2000 9.24% 6.54% 12.99% 22.52% 5.87% 13.49% 9.40% 18.68%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.93% 1.63% 6.44% 10.79% 5.85% 7.47% 6.37% 7.87%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.09% 1.31% 5.13% 7.85% 5.82% 5.53% 5.22% 5.25%
High-Yield Bond Bond 09/07/2000 4.37% 1.56% 4.16% 8.38% 5.67% 6.66% 3.56% 4.35%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.52% 1.13% 4.43% 6.35% 5.48% 4.41% 4.43% 3.99%
Medium-term Conservative Asset Allocation 08/24/2012 4.79% 1.69% 6.15% 9.30% 5.36% 6.11% 4.83% 6.15%
Long-term Conservative Asset Allocation 08/24/2012 5.65% 1.89% 7.33% 11.88% 5.30% 7.98% 5.55% 8.48%
Analyst Upgrades Strategy 09/07/2000 10.66% 0.30% 7.13% 16.95% 5.28% 12.63% 7.46% 14.03%
Short-term Aggressive Asset Allocation 08/24/2012 4.43% 1.62% 5.71% 8.23% 5.27% 5.72% 4.68% 5.28%
Price-to-Sales Fundamental 09/22/2008 6.59% 1.79% 5.63% 13.52% 5.23% 11.29% 6.69% 14.72%
Consumer Staples Sector/Industry 04/05/2000 10.37% 4.69% 10.90% 15.85% 5.21% 5.43% 8.03% 12.36%
Corporate Bond Bond 09/07/2000 4.30% 1.52% 4.28% 5.16% 5.18% 3.02% 3.16% 3.08%
Medium-term Moderate Asset Allocation 08/24/2012 5.27% 1.84% 6.97% 11.16% 5.16% 7.59% 5.14% 7.88%
Medium-term Aggressive Asset Allocation 08/24/2012 5.98% 2.01% 7.83% 13.00% 4.99% 8.58% 5.74% 9.54%
Small-Cap ETF Market Index 12/10/2001 9.42% 1.18% 7.84% 18.74% 4.97% 13.06% 8.88% 16.21%
Long-term Moderate Asset Allocation 08/24/2012 6.02% 2.07% 8.03% 13.37% 4.96% 8.76% 5.86% 9.78%
Large-Cap Growth Investment Style 04/05/2000 3.57% 3.46% 12.15% 20.53% 4.84% 14.57% 11.11% 18.25%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.52% 0.89% 3.17% 3.75% 4.77% 2.79% 3.27% 2.47%
Top Ten Buys Strategy 03/11/2001 6.69% 1.76% 10.84% 16.70% 4.76% 4.19% 3.11% 16.52%
Target 2050 Conservative Target Date 07/14/2010 7.17% 2.56% 8.02% 13.53% 4.75% 9.85% 6.51% 10.47%
Target 2055 Conservative Target Date 07/14/2010 7.15% 2.60% 8.19% 13.85% 4.65% 10.06% 6.58% 10.74%
Target 2060 Conservative Target Date 07/14/2010 7.15% 2.60% 8.19% 13.85% 4.65% 10.06% 6.58% 10.74%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 4.89% 1.39% 5.59% 8.43% 4.58% 5.72% 4.22% 5.85%
Basic Short-term Mod Asset Allocation 10/07/2005 4.91% 1.04% 3.74% 4.95% 4.57% 3.69% 3.74% 3.06%
MarketGlide 2045 Strategy 08/12/2009 10.34% 2.15% 8.10% 14.81% 4.52% 10.96% 7.90% 12.00%
MarketGlide 2050 Strategy 08/12/2009 10.46% 2.17% 8.23% 15.09% 4.51% 11.15% 8.03% 12.35%
Short-term Moderate Asset Allocation 08/24/2012 3.83% 1.37% 4.72% 6.58% 4.50% 4.61% 3.95% 4.51%
Municipal Bond Bond 01/15/2001 4.23% 0.73% 2.15% 2.34% 4.48% 1.80% 2.96% 1.79%
MarketGlide 2040 Strategy 08/12/2009 10.08% 2.08% 7.86% 14.31% 4.44% 10.54% 7.61% 11.43%
MarketGlide 2025 Strategy 08/12/2009 8.56% 1.75% 6.49% 11.25% 4.40% 8.17% 6.13% 8.02%
Bond ETF Bond 07/31/2002 4.42% 0.79% 2.63% 2.93% 4.36% 1.95% 2.80% 2.73%
MarketGlide 2035 Strategy 08/12/2009 9.73% 2.00% 7.52% 13.56% 4.35% 9.93% 7.23% 10.56%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.15% 0.80% 3.42% 4.62% 4.35% 3.22% 2.72% 2.65%
MarketGlide 2020 Strategy 08/12/2009 7.77% 1.59% 5.89% 9.98% 4.33% 7.17% 5.48% 6.79%
Target 2045 Conservative Target Date 12/21/2007 4.94% 2.38% 7.55% 12.80% 4.32% 9.29% 6.09% 9.98%
MarketGlide 2030 Strategy 08/12/2009 9.21% 1.88% 7.03% 12.49% 4.31% 9.08% 6.69% 9.39%
MarketGlide 2015 Strategy 08/12/2009 7.01% 1.45% 5.40% 8.95% 4.21% 6.35% 4.94% 5.85%
MarketGlide 2010 Strategy 08/12/2009 6.42% 1.37% 5.08% 8.28% 4.15% 5.84% 4.59% 5.29%
VizMetrics Permanent Plus Strategy 5.77% 0.96% 4.78% 6.60% 4.14% 5.93% - 6.82%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 3.98% 0.99% 4.49% 6.51% 4.13% 4.44% 3.51% 4.42%
Small-Cap Value Investment Style 04/05/2000 10.11% 1.59% 4.77% 15.35% 4.07% 17.56% 9.95% 16.83%
Short-term Conservative Asset Allocation 08/24/2012 2.85% 1.08% 3.76% 4.83% 4.01% 3.08% 3.13% 3.54%
Government Bond Bond 09/07/2000 4.14% 0.59% 2.11% 1.56% 3.95% 0.82% 2.33% 3.53%
Low Volatility Strategy 02/26/2008 4.61% 1.25% 4.60% 6.70% 3.74% 3.38% 3.17% 4.29%
Target 2030 Aggressive Target Date 12/21/2007 4.91% 2.36% 8.25% 14.76% 3.67% 10.60% 6.91% 11.80%
Target 2040 Moderate Target Date 12/21/2007 4.69% 2.36% 8.25% 14.76% 3.67% 10.60% 6.42% 11.80%
Target 2040 Conservative Target Date 12/21/2007 4.44% 1.94% 6.50% 11.20% 3.65% 7.80% 5.02% 8.67%
Target 2050 Aggressive Target Date 07/14/2010 7.63% 2.06% 8.39% 15.95% 3.60% 11.24% 6.66% 13.10%
Target 2055 Aggressive Target Date 07/14/2010 7.64% 2.06% 8.39% 15.96% 3.60% 11.24% 6.67% 13.10%
Target 2060 Aggressive Target Date 07/14/2010 7.64% 2.06% 8.39% 15.96% 3.60% 11.24% 6.67% 13.10%
Value ETF Investment Style 12/10/2001 9.04% 1.76% 7.07% 15.54% 3.57% 11.14% 8.81% 13.28%
Mid-Cap Value Investment Style 04/05/2000 9.93% 3.71% 10.68% 24.31% 3.53% 10.79% 7.14% 15.49%
Target 2050 Moderate Target Date 07/14/2010 8.12% 2.14% 8.21% 15.38% 3.53% 10.82% 7.17% 12.51%
Target 2035 Aggressive Target Date 12/21/2007 4.83% 2.12% 8.02% 14.89% 3.35% 10.62% 6.85% 12.17%
Target 2045 Aggressive Target Date 12/21/2007 4.98% 2.16% 8.26% 15.55% 3.26% 10.98% 6.60% 12.78%
Target 2055 Moderate Target Date 07/14/2010 7.78% 2.17% 8.26% 15.56% 3.26% 10.98% 6.81% 12.78%
Target 2060 Moderate Target Date 07/14/2010 7.61% 2.17% 8.26% 15.56% 3.25% 10.98% 6.81% 12.78%
CWM Global Market Strategy 07/28/2014 4.46% 1.32% 5.32% 8.79% 3.21% 6.31% - 6.66%
Target 2015 Conservative Target Date 12/21/2007 3.49% 1.57% 4.76% 7.48% 3.18% 5.90% 3.23% 5.73%
Target 2040 Aggressive Target Date 12/21/2007 4.85% 2.14% 8.08% 15.15% 3.17% 10.75% 6.66% 12.34%
Target 2045 Moderate Target Date 12/21/2007 4.92% 2.14% 8.08% 15.15% 3.17% 10.75% 6.75% 12.34%
Basic Materials Sector/Industry 04/05/2000 9.15% 3.40% 9.59% 16.16% 3.10% 15.19% 5.61% 16.41%
Target 2015 Aggressive Target Date 12/21/2007 3.45% 1.76% 6.31% 11.24% 2.99% 7.61% 4.61% 8.77%
Target 2035 Conservative Target Date 12/21/2007 4.15% 1.81% 5.89% 10.14% 2.96% 7.24% 4.60% 8.03%
Target 2010 Aggressive Target Date 12/21/2007 3.47% 1.81% 5.89% 10.13% 2.93% 7.20% 4.58% 8.03%
Target 2010 Moderate Target Date 12/21/2007 3.77% 1.62% 5.07% 8.43% 2.93% 6.00% 3.45% 6.41%
Target 2010 Conservative Target Date 12/21/2007 3.88% 1.02% 3.65% 5.93% 2.93% 5.13% 3.15% 4.54%
Aggressive Investment Style 04/05/2000 6.47% 3.63% 9.56% 19.76% 2.91% 15.77% 10.97% 17.97%
Target 2025 Aggressive Target Date 12/21/2007 4.38% 1.91% 7.21% 13.46% 2.79% 9.43% 5.97% 11.07%
Target 2015 Moderate Target Date 12/21/2007 3.77% 1.65% 5.39% 9.25% 2.79% 6.30% 3.56% 7.09%
Target 2035 Moderate Target Date 12/21/2007 4.48% 1.91% 7.21% 13.46% 2.77% 9.43% 5.97% 11.07%
Target 2030 Conservative Target Date 12/21/2007 3.98% 1.66% 5.49% 9.42% 2.68% 6.68% 4.08% 7.52%
Target 2020 Conservative Target Date 12/21/2007 3.56% 1.57% 4.89% 8.04% 2.68% 5.89% 3.27% 6.31%
Target 2025 Conservative Target Date 12/21/2007 3.91% 1.57% 5.03% 8.38% 2.63% 6.11% 3.50% 6.61%
Target 2030 Moderate Target Date 12/21/2007 4.19% 1.97% 6.94% 12.60% 2.55% 8.40% 5.17% 9.98%
Target 2020 Aggressive Target Date 12/21/2007 3.80% 1.97% 6.94% 12.60% 2.54% 8.38% 5.19% 9.98%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 4.98% 0.83% 4.88% 8.22% 2.48% 5.16% 4.03% 5.61%
Low Volatility ETF Strategy 02/26/2008 4.41% 0.35% 3.04% 5.31% 2.44% 3.58% 3.26% 4.71%
Target 2025 Moderate Target Date 12/21/2007 4.15% 1.92% 6.51% 11.67% 2.37% 8.09% 4.99% 9.36%
FFCM ETF Absolute Return Strategy 02/08/2013 2.32% 0.39% 2.95% 4.74% 2.35% 3.49% 2.39% 6.42%
Target 2020 Moderate Target Date 12/21/2007 3.99% 1.73% 5.91% 10.51% 2.33% 7.19% 4.44% 8.32%
MyPlanIQ SAA Growth Investment Style 08/12/2010 5.72% 0.81% 5.47% 9.47% 2.01% 5.84% 4.28% 7.20%
Aerospace Sector/Industry 04/05/2000 16.24% 0.77% 8.03% 15.15% 1.70% 19.88% 14.29% 17.95%
Global ETF Geographic 12/10/2001 8.05% 2.17% 8.21% 14.92% 1.65% 10.67% 6.51% 13.50%
Price-to-Book Fundamental 09/22/2008 5.11% 1.14% 6.53% 14.93% 1.65% 11.08% 5.45% 13.93%
Global Bond Bond 09/07/2000 6.78% 0.45% 3.16% 4.88% 1.11% 2.94% 2.76% 4.83%
Small-Cap Growth Investment Style 04/05/2000 6.18% 4.24% 9.04% 22.85% 0.93% 15.24% 7.18% 19.47%
Analyst Selections Strategy 09/07/2000 3.59% 3.80% 8.31% 16.76% 0.79% 12.04% 10.35% 15.61%
Zacks Analyst Anomaly Strategy 10/31/2011 11.18% 11.96% 21.36% 36.02% 0.74% 7.17% 1.86% 22.68%
Analyst Growth Strategy 09/07/2000 6.42% 5.41% 8.96% 21.90% -0.61% 16.81% 11.99% 22.00%
BRIC Geographic 09/15/2008 4.36% -1.55% 6.81% 18.29% -1.10% 14.85% 5.61% 22.20%
European Oil and Gas Geographic 11/18/2008 5.84% -0.94% 6.76% 12.64% -1.69% 14.52% 2.12% 18.47%
Financial Sector/Industry 04/05/2000 3.72% 0.27% 4.01% 13.19% -1.70% 11.53% 5.76% 14.07%
Moderate Investment Style 04/05/2000 9.87% 0.86% 3.57% 13.93% -1.87% 11.52% 8.01% 15.89%
Small-Cap Blend Investment Style 10/26/2000 11.09% 2.57% 3.98% 14.59% -2.25% 13.86% 8.71% 17.25%
Emerging Markets 50 Geographic 09/15/2008 4.02% 0.56% 6.85% 15.65% -2.42% 12.70% 5.05% 19.45%
Bear Market 1X Strategy 02/21/2008 -10.20% -1.44% -5.34% -11.14% -3.32% -9.62% -8.54% 10.32%
International 100 Geographic 11/19/2008 7.80% 0.50% 7.49% 13.10% -3.34% 7.82% 2.02% 13.95%
Europe 100 Geographic 11/17/2008 7.17% -0.13% 8.97% 13.03% -3.36% 6.19% 0.95% 13.43%
International Geographic 04/05/2000 3.37% 0.54% 6.50% 11.62% -3.55% 6.50% 5.12% 13.43%
Large-Cap Value Investment Style 04/05/2000 3.43% 2.40% 7.35% 15.79% -3.60% 4.25% 6.20% 14.74%
Military Procurement Strategy 06/06/2003 14.75% 1.12% 7.17% 16.43% -3.81% 15.12% 14.45% 16.67%
Developed Markets 100 Geographic 09/15/2008 3.40% 0.38% 7.63% 12.33% -3.85% 6.58% 1.34% 13.27%
Energy Sector/Industry 04/05/2000 7.86% 2.18% 5.93% 17.85% -3.86% 8.33% -1.35% 19.01%
Personal Finance Growth Strategy 08/08/2011 8.68% 2.47% 10.76% 18.10% -4.00% 6.98% 4.95% 17.40%
Foreign Small Cap Geographic 09/15/2008 10.46% -4.84% 4.81% 16.30% -4.88% 17.93% 11.29% 21.58%
China Select Geographic 09/28/2008 8.91% 1.14% 11.67% 23.96% -5.23% 11.41% 8.27% 25.93%
Construction Sector/Industry 04/05/2000 8.99% 7.97% 15.14% 25.04% -5.50% 8.92% 8.46% 17.47%
Banks Sector/Industry 04/05/2000 5.25% -0.55% 3.35% 14.79% -5.51% 10.69% 3.97% 15.45%
Telecomms Sector/Industry 04/05/2000 -1.04% -1.79% 0.97% 7.07% -6.35% 3.22% 1.89% 13.67%
Precious Metals Sector/Industry 06/25/2009 0.11% 1.30% 3.49% 3.22% -7.09% -1.35% -5.08% 12.94%
Asia Geographic 04/05/2000 2.90% 1.51% 6.15% 13.53% -7.57% 6.74% 6.22% 14.88%
Euroland Geographic 11/18/2008 5.56% 0.64% 8.64% 13.92% -8.08% 5.73% 0.05% 16.29%
Western Pacific Rim Geographic 08/06/2009 9.83% 2.40% 8.36% 15.48% -8.28% 9.00% 4.29% 15.29%
Wine Beer and Spirits Sector/Industry 06/06/2003 14.18% 0.83% 7.31% 13.48% -8.30% 6.17% 5.03% 13.27%
Bear Market 1.5X Strategy 02/21/2008 -18.21% -3.07% -10.06% -18.46% -8.83% -17.11% -15.43% 17.94%
Africa Geographic 04/05/2000 8.85% 3.92% 8.52% 13.93% -9.53% 5.34% -1.19% 21.33%
Australia and New Zealand Geographic 07/18/2007 -4.92% -2.16% 5.59% 17.15% -11.60% -2.49% -5.73% 18.08%
Japan Geographic 11/21/2000 1.16% 0.67% -1.70% 5.43% -11.96% 4.62% 5.24% 14.08%
International Telecom 35 Geographic 11/17/2008 4.47% -3.59% -2.85% 1.67% -12.11% -1.50% -0.93% 13.69%
Zacks Value Anomaly Strategy 10/31/2011 7.98% 2.42% 0.83% 17.11% -13.65% 6.13% -1.59% 22.90%
Tiny Titans 101 Strategy 10/19/2010 3.46% 1.18% 2.09% 18.48% -13.90% 9.08% 8.07% 20.29%
Latin America Geographic 04/05/2000 10.62% -5.77% -3.85% 5.58% -14.08% 15.85% 7.77% 23.69%
Bear Market 2X Strategy 02/21/2008 -27.92% -4.75% -15.35% -27.62% -15.10% -26.58% -23.89% 31.44%
Zacks Small Cap Anomaly Strategy 10/31/2011 2.35% -1.49% 6.52% 14.25% -20.76% -2.43% -7.85% 21.16%
Zacks Multi-Anomaly Strategy 10/31/2011 -4.70% 3.46% -6.55% 1.61% -30.99% -12.87% -15.94% 24.36%

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