Last Updated: December 3, 2020

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Internet Sector/Industry 04/05/2000 5.60% 15.18% 21.24% 89.23% 95.96% 34.06% 27.34% 35.97%
Internet 5 Sector/Industry 03/11/2001 17.34% 6.81% 0.83% 54.14% 61.13% 26.74% 27.28% 35.80%
Folio 100 Market Index 04/05/2000 6.97% 10.37% 6.14% 44.50% 52.84% 26.46% 23.05% 36.18%
Biotechnology Sector/Industry 04/05/2000 12.62% 10.97% 18.94% 41.25% 47.82% 26.01% 15.49% 31.36%
Technology Sector/Industry 04/05/2000 3.68% 10.19% 6.61% 33.89% 41.49% 18.29% 19.45% 34.82%
Mid-Cap Growth Investment Style 04/05/2000 9.40% 10.05% 17.04% 31.49% 38.47% 18.67% 17.11% 39.87%
Growth ETF Investment Style 12/10/2001 10.43% 10.12% 11.41% 30.10% 35.03% 18.74% 16.92% 35.32%
BetterInvesting Top 100 Strategy 08/04/2009 15.44% 13.33% 12.43% 25.21% 30.66% 16.35% 15.98% 34.97%
Folio 50 Market Index 04/05/2000 5.40% 8.05% 3.11% 22.15% 28.27% 16.40% 16.50% 33.47%
Multi-Sector Sector/Industry 04/05/2000 6.79% 9.24% 8.21% 21.33% 27.22% 15.17% 15.92% 34.66%
Precious Metals Sector/Industry 06/25/2009 3.29% 5.25% 0.39% 21.98% 27.15% 11.34% 9.72% 30.30%
Transport Sector/Industry 04/05/2000 9.50% 7.69% 11.14% 21.10% 25.65% 11.10% 12.73% 36.69%
Construction Sector/Industry 04/05/2000 10.07% 6.24% 12.07% 21.66% 24.67% 7.37% 12.76% 48.97%
Asia Geographic 04/05/2000 3.59% 8.69% 15.46% 17.30% 23.67% 3.85% 8.90% 28.64%
Large-Cap ETF Market Index 12/10/2001 8.58% 9.83% 7.73% 17.19% 22.39% 14.16% 14.64% 34.03%
Basic Materials Sector/Industry 04/05/2000 9.60% 6.14% 8.85% 16.28% 22.22% 11.72% 15.62% 37.28%
Aggressive Investment Style 04/05/2000 7.19% 12.57% 13.62% 14.95% 20.74% 12.91% 15.67% 39.48%
Large-Cap Growth Investment Style 04/05/2000 4.70% 6.26% 6.70% 14.02% 19.37% 14.07% 14.70% 35.14%
Africa Geographic 04/05/2000 9.36% 11.79% 12.91% 10.73% 18.66% 8.27% 13.48% 29.92%
Conservative Investment Style 04/05/2000 11.79% 2.62% 2.53% 14.89% 18.47% 15.00% 17.07% 27.08%
Top Ten Buys Strategy 03/11/2001 7.30% 8.85% 2.02% 10.80% 18.38% 7.19% 7.61% 32.65%
Long-term Aggressive Asset Allocation 08/24/2012 10.10% 10.15% 7.00% 13.87% 17.98% 11.26% 12.47% 29.46%
Analyst Selections Strategy 09/07/2000 3.97% 8.05% 7.87% 11.52% 17.97% 8.04% 9.96% 32.97%
Small-Cap ETF Market Index 12/10/2001 9.69% 13.05% 18.26% 13.85% 17.94% 10.01% 12.19% 39.36%
Target 2055 Conservative Target Date 07/14/2010 7.80% 10.90% 9.61% 13.88% 17.94% 9.64% 11.02% 26.43%
Target 2060 Conservative Target Date 07/14/2010 7.80% 10.90% 9.61% 13.88% 17.94% 9.64% 11.03% 26.43%
Target 2050 Conservative Target Date 07/14/2010 7.82% 10.69% 9.37% 13.66% 17.54% 9.54% 10.82% 25.85%
Global Geographic 04/05/2000 4.89% 8.23% 5.63% 12.29% 17.24% 12.37% 12.70% 31.39%
Target 2030 Aggressive Target Date 12/21/2007 5.52% 12.17% 10.62% 11.92% 16.89% 8.82% 10.92% 28.94%
Target 2040 Moderate Target Date 12/21/2007 5.37% 12.17% 10.62% 11.92% 16.89% 8.83% 10.92% 28.94%
Target 2045 Conservative Target Date 12/21/2007 5.67% 10.33% 9.02% 12.76% 16.41% 8.94% 10.21% 24.77%
Target 2035 Aggressive Target Date 12/21/2007 5.43% 12.66% 11.49% 11.07% 16.00% 8.48% 10.90% 30.49%
Target 2045 Aggressive Target Date 12/21/2007 5.56% 13.02% 12.12% 10.62% 15.97% 8.34% 10.97% 32.01%
Target 2055 Moderate Target Date 07/14/2010 8.02% 13.02% 12.12% 10.62% 15.97% 8.34% 10.97% 32.01%
Target 2060 Moderate Target Date 07/14/2010 7.88% 13.02% 12.12% 10.62% 15.97% 8.34% 10.97% 32.01%
Target 2050 Moderate Target Date 07/14/2010 8.32% 12.89% 11.82% 10.65% 15.77% 8.41% 10.95% 31.70%
Target 2040 Aggressive Target Date 12/21/2007 5.42% 12.82% 11.66% 10.62% 15.70% 8.29% 10.83% 30.86%
Target 2045 Moderate Target Date 12/21/2007 5.47% 12.82% 11.66% 10.62% 15.70% 8.29% 10.83% 30.86%
Global ETF Geographic 12/10/2001 8.32% 10.89% 9.76% 10.32% 15.54% 8.23% 10.24% 31.89%
Target 2060 Aggressive Target Date 07/14/2010 7.81% 13.36% 12.34% 9.76% 15.48% 8.23% 11.04% 33.44%
Target 2050 Aggressive Target Date 07/14/2010 7.80% 13.36% 12.33% 9.76% 15.47% 8.23% 11.04% 33.44%
Target 2055 Aggressive Target Date 07/14/2010 7.81% 13.36% 12.33% 9.76% 15.47% 8.23% 11.04% 33.44%
Target 2025 Aggressive Target Date 12/21/2007 4.91% 11.62% 9.91% 10.28% 14.66% 7.71% 9.75% 27.59%
Target 2035 Moderate Target Date 12/21/2007 5.03% 11.62% 9.91% 10.28% 14.66% 7.71% 9.75% 27.59%
Australia and New Zealand Geographic 07/18/2007 -3.74% 19.15% 10.38% 11.38% 14.49% 0.07% 2.14% 41.82%
Sector ETF Sector/Industry 12/10/2001 8.18% 10.42% 9.83% 9.61% 14.25% 8.98% 11.20% 35.67%
Target 2025 Moderate Target Date 12/21/2007 4.63% 10.18% 8.75% 9.65% 13.19% 6.93% 8.53% 23.72%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.17% 9.00% 9.03% 9.69% 13.14% 9.26% 10.31% 31.64%
Target 2040 Conservative Target Date 12/21/2007 4.98% 9.53% 8.24% 10.01% 12.98% 7.40% 8.68% 22.84%
International Geographic 04/05/2000 3.75% 11.29% 10.17% 5.91% 12.94% 4.67% 8.10% 30.67%
Long-term Moderate Asset Allocation 08/24/2012 6.77% 9.15% 6.12% 9.40% 12.78% 7.96% 9.45% 24.17%
Analyst Growth Strategy 09/07/2000 6.29% 7.19% 4.80% 5.24% 12.74% 7.76% 11.43% 32.71%
Large-Cap Blend Investment Style 10/26/2000 6.52% 5.25% 5.14% 8.37% 12.57% 9.87% 12.82% 30.82%
Defensive Strategy Strategy 02/28/2008 11.49% 6.03% 6.18% 8.34% 12.49% 12.35% 12.19% 28.40%
Target 2030 Moderate Target Date 12/21/2007 4.58% 10.77% 9.39% 8.60% 12.45% 6.68% 8.61% 25.72%
Target 2020 Aggressive Target Date 12/21/2007 4.22% 10.77% 9.39% 8.60% 12.45% 6.62% 8.57% 25.72%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.63% 7.19% 7.11% 9.79% 12.41% 8.66% 9.23% 25.08%
Target 2010 Aggressive Target Date 12/21/2007 4.04% 9.02% 7.76% 9.57% 12.36% 6.87% 8.02% 20.94%
Target 2035 Conservative Target Date 12/21/2007 4.62% 9.02% 7.76% 9.57% 12.36% 6.86% 8.01% 20.94%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.21% 6.50% 6.52% 9.99% 12.24% 8.25% 8.64% 21.77%
Basic Long-term Mod Asset Allocation 10/07/2005 7.61% 7.22% 7.39% 9.63% 12.20% 8.52% 9.14% 25.25%
Medium-term Aggressive Asset Allocation 08/24/2012 6.73% 8.94% 5.94% 8.89% 12.12% 7.86% 9.27% 23.87%
Long-term Conservative Asset Allocation 08/24/2012 6.47% 7.80% 5.10% 8.96% 11.71% 7.83% 8.88% 21.29%
Target 2015 Aggressive Target Date 12/21/2007 3.92% 9.47% 8.17% 8.28% 11.51% 6.43% 7.98% 23.19%
Target 2020 Moderate Target Date 12/21/2007 4.40% 9.48% 8.02% 8.36% 11.35% 6.28% 7.71% 21.81%
Target 2030 Conservative Target Date 12/21/2007 4.40% 8.48% 7.06% 8.70% 11.33% 6.30% 7.39% 19.66%
Target 2015 Conservative Target Date 12/21/2007 4.06% 5.92% 4.79% 9.13% 11.14% 6.60% 7.06% 14.61%
Medium-term Moderate Asset Allocation 08/24/2012 6.11% 7.38% 4.73% 8.45% 11.06% 7.51% 8.45% 20.04%
Short-term Aggressive Asset Allocation 08/24/2012 5.54% 5.02% 2.76% 9.64% 10.94% 7.52% 7.63% 14.04%
Mid-Cap Value Investment Style 04/05/2000 9.98% 15.24% 21.27% 4.02% 10.86% 6.98% 11.27% 46.10%
Target 2010 Moderate Target Date 12/21/2007 4.26% 7.57% 6.30% 8.62% 10.79% 6.35% 7.12% 17.72%
Target 2025 Conservative Target Date 12/21/2007 4.32% 7.36% 6.11% 8.26% 10.62% 6.01% 6.89% 17.20%
Target 2015 Moderate Target Date 12/21/2007 4.22% 8.58% 7.14% 8.29% 10.60% 6.17% 7.22% 19.50%
Medium-term Conservative Asset Allocation 08/24/2012 5.73% 6.23% 3.50% 8.79% 10.46% 7.27% 7.70% 16.64%
Target 2020 Conservative Target Date 12/21/2007 4.00% 7.16% 5.74% 8.23% 10.44% 6.01% 6.78% 16.58%
Basic Med-term Mod Asset Allocation 10/07/2005 6.89% 5.71% 5.45% 8.56% 10.38% 7.56% 7.85% 20.27%
Small-Cap Blend Investment Style 10/26/2000 11.36% 16.41% 19.09% 4.54% 10.35% 7.83% 11.69% 45.20%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.40% 4.39% 3.99% 8.95% 10.20% 7.31% 7.23% 15.68%
Small-Cap Growth Investment Style 04/05/2000 5.93% 9.05% 15.17% 4.66% 9.62% 3.50% 7.94% 41.56%
Small-Cap Value Investment Style 04/05/2000 10.51% 17.00% 25.53% 3.46% 9.62% 6.42% 14.16% 45.55%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.30% 18.17% 15.80% 6.21% 9.47% 2.48% 5.66% 30.85%
Short-term Moderate Asset Allocation 08/24/2012 4.77% 4.79% 2.13% 8.60% 9.46% 6.47% 6.44% 12.02%
Target 2010 Conservative Target Date 12/21/2007 4.35% 3.47% 2.76% 7.92% 9.40% 6.08% 6.26% 11.32%
Low Volatility ETF Strategy 02/26/2008 4.83% 3.85% 3.63% 8.03% 9.35% 5.75% 5.47% 11.68%
Low Volatility Strategy 02/26/2008 5.03% 3.46% 3.64% 7.07% 9.21% 5.76% 5.67% 12.94%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.84% 3.40% 2.79% 8.10% 8.84% 6.58% 6.33% 12.85%
Basic Short-term Mod Asset Allocation 10/07/2005 5.30% 2.68% 1.93% 8.30% 8.72% 6.25% 5.80% 10.34%
Mid-Cap Blend Investment Style 10/26/2000 8.99% 11.92% 12.96% 4.70% 8.36% 7.88% 9.38% 39.14%
Healthcare Sector/Industry 04/05/2000 9.86% 5.67% 0.81% 3.69% 8.09% 11.25% 8.75% 29.88%
Consumer Staples Sector/Industry 04/05/2000 10.17% 9.43% 6.05% 3.77% 8.00% 5.23% 7.47% 27.99%
Consumer Staples 5 Sector/Industry 03/11/2001 7.66% 9.17% 6.95% 5.02% 7.96% 5.56% 6.78% 31.82%
Corporate Bond Bond 09/07/2000 4.68% 2.17% 0.87% 7.89% 7.81% 6.64% 6.08% 13.56%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.91% 1.61% 0.87% 7.84% 7.75% 5.84% 5.18% 8.86%
Short-term Conservative Asset Allocation 08/24/2012 3.76% 3.76% 1.19% 7.43% 7.60% 5.42% 5.22% 10.18%
Price-to-Sales Fundamental 09/22/2008 6.26% 15.30% 13.89% 3.77% 7.55% 6.15% 9.00% 36.27%
Utility 5 Sector/Industry 03/11/2001 7.36% -3.01% 8.22% 3.49% 7.05% 7.20% 10.89% 38.90%
Bond ETF Bond 07/31/2002 4.65% 0.75% -0.56% 6.77% 6.31% 5.03% 4.43% 6.95%
Military Procurement Strategy 06/06/2003 14.14% 17.60% 19.26% 3.21% 6.01% 7.47% 13.10% 41.19%
Global Bond Bond 09/07/2000 6.57% 3.90% 1.84% 3.31% 5.87% 3.58% 4.85% 16.63%
Dividend Yield Fundamental 09/22/2008 6.34% 11.75% 8.33% 0.74% 5.54% 5.73% 8.94% 33.63%
Value ETF Investment Style 12/10/2001 8.69% 12.09% 14.61% 0.72% 4.97% 4.83% 9.00% 39.05%
High-Yield Bond Bond 09/07/2000 4.27% 2.69% 3.12% 3.06% 4.92% 4.50% 5.82% 16.21%
Folio 30 Market Index 04/05/2000 6.92% 7.74% 4.72% 1.20% 4.59% 6.87% 12.07% 32.02%
Japan Geographic 11/21/2000 1.50% 8.63% 11.23% 3.60% 4.51% 0.29% 4.88% 27.20%
Government Bond Bond 09/07/2000 3.57% -0.06% -1.11% 5.09% 4.22% 3.22% 2.47% 7.67%
Municipal Bond Bond 01/15/2001 4.19% 1.32% 0.86% 3.98% 4.10% 3.78% 3.10% 11.41%
Moderate Investment Style 04/05/2000 9.50% 12.13% 15.17% -2.19% 3.13% 1.77% 7.76% 38.12%
Large-Cap Value Investment Style 04/05/2000 3.23% 13.03% 12.19% -3.11% 1.93% -0.07% 3.97% 34.13%
Analyst Upgrades Strategy 09/07/2000 9.56% 15.64% 16.61% -3.08% 1.85% -0.16% 5.28% 36.94%
Dogs of the Dow Strategy 04/05/2000 8.19% 11.94% 8.92% -3.01% 0.50% 5.43% 10.37% 37.44%
Price-to-Book Fundamental 09/22/2008 4.11% 15.60% 14.37% -5.90% -1.06% 1.53% 5.85% 37.83%
Financial Sector/Industry 04/05/2000 3.39% 11.36% 10.57% -6.08% -1.36% -0.71% 5.30% 39.82%
High Income Investment Style 09/07/2000 9.72% 10.46% 10.79% -7.58% -2.59% 4.53% 9.53% 32.56%
Utility Sector/Industry 04/05/2000 7.77% -0.20% 5.87% -7.03% -3.05% 2.03% 8.17% 38.82%
REITs Sector/Industry 04/05/2000 10.47% 5.68% 4.50% -4.11% -3.24% 5.39% 7.14% 44.06%
Telecomms Sector/Industry 04/05/2000 -1.63% 11.97% 3.80% -9.41% -6.20% -4.72% 1.23% 33.27%
Industrial-Office REIT Sector/Industry 11/09/2000 8.14% 14.67% 7.66% -7.09% -7.03% 3.40% 7.35% 45.98%
Aerospace Sector/Industry 04/05/2000 15.33% 27.94% 24.97% -7.77% -7.98% 5.88% 12.21% 48.96%
Residential REIT Sector/Industry 11/09/2000 13.30% 10.75% 10.84% -7.24% -8.16% 7.39% 12.23% 46.95%
Latin America Geographic 04/05/2000 8.72% 32.89% 25.24% -19.69% -10.05% -6.37% 8.43% 54.34%
Banks Sector/Industry 04/05/2000 3.94% 20.07% 19.40% -16.45% -11.24% -4.60% 2.34% 47.16%
Energy Sector/Industry 04/05/2000 5.16% 27.87% 12.01% -27.97% -21.46% -8.65% -1.76% 55.31%
Bear Market 1X Strategy 02/21/2008 -10.83% -8.22% -9.63% -18.92% -21.62% -10.49% -11.03% 28.72%
Retail REIT Sector/Industry 11/09/2000 9.31% 28.27% 21.17% -24.37% -25.07% -7.14% -3.95% 69.98%
Bear Market 1.5X Strategy 02/21/2008 -19.55% -13.00% -13.96% -34.05% -37.58% -20.59% -20.46% 45.24%
Bear Market 2X Strategy 02/21/2008 -30.14% -19.77% -21.68% -51.74% -55.70% -33.01% -32.07% 69.84%

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