Last Updated: November 11, 2019

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Residential REIT Sector/Industry 11/09/2000 14.46% -0.61% 4.90% 31.98% 28.17% 17.10% 16.76% 14.09%
Construction Sector/Industry 04/05/2000 9.23% 4.23% 12.90% 36.91% 23.18% 10.00% 11.00% 17.36%
REITs Sector/Industry 04/05/2000 11.40% -2.50% 0.80% 25.65% 21.24% 13.31% 9.75% 13.98%
Internet 5 Sector/Industry 03/11/2001 15.23% 4.24% 4.67% 29.59% 21.15% 21.92% 17.61% 25.06%
Industrial-Office REIT Sector/Industry 11/09/2000 9.16% 4.39% 7.14% 32.20% 20.83% 11.77% 9.65% 15.01%
VizMetrics Permanent Plus Strategy 7.41% -0.72% -0.30% 18.64% 20.16% 10.35% - 7.39%
Folio 100 Market Index 04/05/2000 4.99% 5.32% 8.27% 31.36% 19.40% 21.13% 15.54% 21.00%
Africa Geographic 04/05/2000 8.88% 3.89% 6.60% 20.10% 18.80% 9.43% 1.37% 17.44%
Internet Sector/Industry 04/05/2000 2.28% -1.63% -8.11% 24.01% 17.59% 19.94% 11.78% 24.88%
Mid-Cap Blend Investment Style 10/26/2000 9.28% 4.97% 9.57% 25.18% 17.19% 10.82% 8.65% 16.75%
Technology Sector/Industry 04/05/2000 2.31% 2.38% 6.09% 24.84% 16.89% 18.32% 11.76% 18.81%
Large-Cap Growth Investment Style 04/05/2000 3.82% 2.45% 2.58% 29.11% 16.30% 16.87% 10.40% 15.95%
Defensive Strategy Strategy 02/28/2008 11.46% 0.56% 5.33% 26.29% 16.12% 13.27% 10.38% 11.68%
Long-term Aggressive Asset Allocation 08/24/2012 9.06% 1.46% 3.66% 22.14% 15.63% 12.44% 8.34% 11.98%
Aerospace Sector/Industry 04/05/2000 16.55% 3.06% 3.31% 32.20% 15.21% 19.16% 16.10% 18.15%
Growth ETF Investment Style 12/10/2001 9.23% 2.69% 2.82% 27.32% 14.84% 15.49% 10.40% 17.89%
Multi-Sector Sector/Industry 04/05/2000 6.05% 4.73% 7.69% 23.63% 14.59% 15.77% 10.08% 15.34%
Basic Materials Sector/Industry 04/05/2000 9.15% 5.29% 7.76% 21.96% 14.27% 13.28% 7.54% 17.20%
Global Geographic 04/05/2000 4.43% 4.22% 7.27% 23.36% 14.13% 15.01% 9.60% 15.49%
Corporate Bond Bond 09/07/2000 4.55% -0.27% 0.57% 12.67% 13.94% 5.22% 4.11% 3.79%
MyPlanIQ SAA Growth Investment Style 08/12/2010 6.07% 0.60% 2.81% 16.49% 13.69% 8.10% 5.44% 7.07%
Utility 5 Sector/Industry 03/11/2001 7.73% -4.98% 1.44% 15.89% 13.66% 11.87% 6.13% 13.32%
Precious Metals Sector/Industry 06/25/2009 0.79% -2.71% -0.78% 10.90% 13.61% 0.70% -0.48% 14.53%
Aggressive Investment Style 04/05/2000 6.67% 6.27% 10.05% 28.53% 13.52% 15.55% 11.75% 18.36%
Dogs of the Dow Strategy 04/05/2000 8.78% 5.54% 7.42% 19.99% 13.39% 10.42% 10.20% 15.30%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 5.23% 1.34% 2.94% 14.77% 13.37% 7.76% 5.38% 5.60%
Large-Cap ETF Market Index 12/10/2001 8.04% 4.09% 6.07% 25.08% 13.35% 14.97% 10.85% 15.63%
Target 2055 Conservative Target Date 07/14/2010 7.24% 2.11% 4.07% 19.31% 13.32% 10.05% 6.79% 10.97%
Target 2060 Conservative Target Date 07/14/2010 7.24% 2.11% 4.07% 19.31% 13.32% 10.05% 6.79% 10.97%
Consumer Staples 5 Sector/Industry 03/11/2001 7.69% -2.91% -2.58% 23.78% 13.12% 7.68% 5.74% 14.38%
Target 2050 Conservative Target Date 07/14/2010 7.26% 2.04% 3.93% 19.03% 13.07% 9.88% 6.72% 10.72%
Folio 50 Market Index 04/05/2000 4.39% 4.11% 7.03% 24.24% 12.80% 15.38% 12.17% 16.46%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.09% 2.18% 4.08% 21.68% 12.73% 11.25% 7.99% 12.08%
BRIC Geographic 09/15/2008 3.94% 6.31% 8.70% 15.62% 12.69% 12.34% 4.40% 20.63%
Large-Cap Blend Investment Style 10/26/2000 6.20% 1.73% 3.62% 24.19% 12.58% 13.20% 10.06% 15.02%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 4.36% 0.90% 2.20% 12.62% 12.57% 6.41% 4.70% 4.23%
Target 2050 Moderate Target Date 07/14/2010 8.05% 2.58% 4.66% 19.83% 12.54% 10.08% 6.79% 12.90%
Target 2035 Aggressive Target Date 12/21/2007 4.93% 2.50% 4.49% 19.41% 12.49% 9.93% 6.64% 12.54%
Biotechnology Sector/Industry 04/05/2000 10.59% 13.22% 0.77% 25.31% 12.47% 12.30% 7.89% 24.98%
Long-term Moderate Asset Allocation 08/24/2012 6.11% 1.00% 2.77% 17.90% 12.40% 9.54% 5.65% 9.63%
Target 2045 Conservative Target Date 12/21/2007 5.09% 1.92% 3.67% 17.99% 12.35% 9.31% 6.30% 10.21%
BetterInvesting Top 100 Strategy 08/04/2009 14.31% 4.92% 7.55% 24.40% 12.35% 13.96% 10.92% 15.97%
Target 2030 Aggressive Target Date 12/21/2007 4.99% 2.36% 4.33% 19.01% 12.31% 9.93% 6.60% 12.10%
Target 2040 Moderate Target Date 12/21/2007 4.78% 2.36% 4.33% 19.00% 12.31% 9.93% 6.28% 12.10%
Short-term Aggressive Asset Allocation 08/24/2012 4.81% 0.21% 1.39% 13.90% 12.30% 7.17% 4.90% 5.27%
Target 2050 Aggressive Target Date 07/14/2010 7.52% 2.76% 4.76% 19.76% 12.29% 10.21% 6.60% 13.51%
Target 2055 Moderate Target Date 07/14/2010 7.69% 2.75% 4.87% 19.65% 12.29% 10.06% 6.61% 13.17%
Target 2055 Aggressive Target Date 07/14/2010 7.53% 2.76% 4.76% 19.77% 12.29% 10.21% 6.60% 13.51%
Target 2060 Aggressive Target Date 07/14/2010 7.53% 2.76% 4.76% 19.77% 12.29% 10.21% 6.60% 13.51%
Target 2045 Aggressive Target Date 12/21/2007 5.04% 2.75% 4.87% 19.65% 12.28% 10.07% 6.60% 13.17%
Target 2060 Moderate Target Date 07/14/2010 7.53% 2.75% 4.87% 19.65% 12.28% 10.06% 6.60% 13.17%
Emerging Markets 50 Geographic 09/15/2008 3.84% 5.54% 11.31% 15.48% 12.24% 11.08% 4.24% 19.20%
Military Procurement Strategy 06/06/2003 14.99% 7.43% 7.24% 30.19% 12.23% 14.15% 14.76% 17.68%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.50% 1.68% 3.18% 18.42% 12.20% 9.61% 6.99% 9.46%
Basic Long-term Mod Asset Allocation 10/07/2005 7.50% 1.63% 3.11% 18.43% 12.19% 9.50% 6.90% 9.46%
Mid-Cap Value Investment Style 04/05/2000 9.72% 6.77% 11.27% 26.12% 12.18% 9.14% 5.46% 17.64%
Target 2040 Aggressive Target Date 12/21/2007 4.93% 2.57% 4.60% 19.43% 12.17% 9.92% 6.49% 12.73%
Target 2045 Moderate Target Date 12/21/2007 5.00% 2.57% 4.60% 19.43% 12.17% 9.92% 6.54% 12.73%
High Income Investment Style 09/07/2000 10.58% 3.18% 6.94% 22.10% 12.16% 11.96% 8.38% 11.96%
Global ETF Geographic 12/10/2001 8.06% 4.10% 7.53% 20.40% 12.16% 11.83% 6.97% 13.63%
Medium-term Conservative Asset Allocation 08/24/2012 5.10% 0.32% 1.53% 14.68% 12.02% 7.40% 4.96% 6.15%
Medium-term Aggressive Asset Allocation 08/24/2012 6.06% 0.98% 2.69% 17.46% 11.98% 9.33% 5.54% 9.43%
Global Bond Bond 09/07/2000 6.84% -0.59% -1.25% 10.02% 11.97% 4.98% 3.58% 4.79%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 5.29% 0.66% 2.66% 14.30% 11.97% 7.04% 5.05% 5.59%
Basic Med-term Mod Asset Allocation 10/07/2005 6.78% 1.02% 2.39% 15.81% 11.89% 8.10% 5.96% 7.17%
Long-term Conservative Asset Allocation 08/24/2012 5.80% 0.72% 2.33% 16.60% 11.88% 8.92% 5.44% 8.38%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.04% 1.60% 2.94% 16.72% 11.78% 8.71% 6.35% 8.23%
MarketGlide 2050 Strategy 08/12/2009 10.41% 3.49% 5.44% 21.21% 11.72% 11.86% 8.01% 12.77%
Dividend Yield Fundamental 09/22/2008 7.11% 4.31% 8.43% 21.08% 11.70% 11.89% 7.24% 13.30%
China Select Geographic 09/28/2008 7.88% 7.40% 14.67% 17.04% 11.66% 10.38% 4.51% 24.91%
MarketGlide 2045 Strategy 08/12/2009 10.29% 3.41% 5.34% 20.88% 11.61% 11.68% 7.89% 12.41%
Zacks Momentum Anomaly Strategy 10/31/2011 20.00% 7.82% 8.51% 34.32% 11.59% 17.36% 14.04% 23.84%
MarketGlide 2040 Strategy 08/12/2009 10.04% 3.27% 5.13% 20.31% 11.48% 11.27% 7.62% 11.82%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.23% 0.75% 1.81% 13.61% 11.45% 7.01% 5.32% 5.45%
Medium-term Moderate Asset Allocation 08/24/2012 5.43% 0.79% 2.28% 15.74% 11.39% 8.41% 5.14% 7.83%
MarketGlide 2035 Strategy 08/12/2009 9.70% 3.04% 4.79% 19.41% 11.24% 10.71% 7.26% 10.91%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.67% 0.33% 1.31% 11.94% 11.21% 6.03% 4.65% 4.15%
Target 2040 Conservative Target Date 12/21/2007 4.60% 1.54% 2.97% 16.02% 11.18% 7.97% 5.33% 8.90%
CWM Global Market Strategy 07/28/2014 4.97% 1.47% 2.93% 14.40% 11.08% 7.78% 5.42% 6.63%
Target 2035 Moderate Target Date 12/21/2007 4.56% 2.09% 3.82% 17.37% 11.03% 8.98% 5.72% 11.28%
Target 2025 Aggressive Target Date 12/21/2007 4.47% 2.09% 3.82% 17.37% 11.02% 8.97% 5.73% 11.28%
MarketGlide 2030 Strategy 08/12/2009 9.20% 2.73% 4.36% 18.23% 11.02% 9.94% 6.77% 9.69%
MarketGlide 2025 Strategy 08/12/2009 8.60% 2.34% 3.84% 16.94% 10.91% 9.18% 6.26% 8.25%
Basic Short-term Mod Asset Allocation 10/07/2005 5.08% 0.30% 1.14% 10.38% 10.81% 5.26% 4.11% 3.25%
Bond ETF Bond 07/31/2002 4.57% -0.69% -0.38% 8.17% 10.76% 3.80% 3.18% 3.30%
Short-term Moderate Asset Allocation 08/24/2012 4.19% 0.14% 0.94% 11.58% 10.66% 5.84% 4.16% 4.51%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.70% -0.16% 0.45% 9.06% 10.65% 4.41% 3.63% 2.79%
International Geographic 04/05/2000 3.53% 4.36% 6.18% 17.09% 10.61% 10.80% 6.04% 13.59%
Utility Sector/Industry 04/05/2000 8.59% -2.60% 0.94% 14.15% 10.60% 10.95% 7.00% 12.11%
MarketGlide 2020 Strategy 08/12/2009 7.84% 1.97% 3.32% 15.47% 10.54% 8.26% 5.66% 6.97%
Sector ETF Sector/Industry 12/10/2001 7.93% 3.01% 4.77% 21.94% 10.53% 10.98% 8.40% 14.14%
Government Bond Bond 09/07/2000 4.29% -1.12% -0.96% 6.92% 10.52% 3.03% 2.71% 4.46%
Short-term Conservative Asset Allocation 08/24/2012 3.27% -0.34% 0.27% 9.69% 10.38% 4.53% 3.39% 3.68%
Target 2030 Moderate Target Date 12/21/2007 4.26% 1.82% 3.49% 16.12% 10.33% 8.02% 5.03% 10.19%
Target 2020 Aggressive Target Date 12/21/2007 3.88% 1.82% 3.49% 16.12% 10.33% 8.00% 5.07% 10.19%
MarketGlide 2015 Strategy 08/12/2009 7.11% 1.67% 2.89% 14.26% 10.26% 7.51% 5.17% 6.00%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.45% 0.62% 1.70% 9.42% 10.19% 4.70% 3.59% 2.55%
Price-to-Book Fundamental 09/22/2008 5.33% 5.62% 9.84% 21.01% 10.18% 10.31% 6.23% 14.96%
Retail REIT Sector/Industry 11/09/2000 11.77% 2.27% 7.76% 23.71% 10.17% 0.80% 2.33% 16.70%
Target 2035 Conservative Target Date 12/21/2007 4.28% 1.50% 2.73% 14.43% 10.16% 7.31% 4.90% 8.22%
Target 2010 Aggressive Target Date 12/21/2007 3.63% 1.50% 2.73% 14.42% 10.15% 7.26% 4.88% 8.22%
Price-to-Sales Fundamental 09/22/2008 6.94% 6.30% 9.79% 22.07% 10.15% 12.57% 7.75% 14.79%
Target 2025 Moderate Target Date 12/21/2007 4.23% 1.77% 3.20% 15.35% 10.11% 7.83% 5.03% 9.53%
MarketGlide 2010 Strategy 08/12/2009 6.54% 1.46% 2.60% 13.51% 10.08% 7.07% 4.88% 5.42%
Target 2015 Aggressive Target Date 12/21/2007 3.58% 1.48% 2.97% 15.11% 10.02% 7.55% 4.77% 8.97%
Target 2010 Moderate Target Date 12/21/2007 3.94% 1.15% 2.20% 12.97% 9.90% 6.42% 4.23% 6.55%
Target 2015 Conservative Target Date 12/21/2007 3.69% 1.01% 2.29% 12.09% 9.88% 6.53% 4.10% 5.76%
Target 2015 Moderate Target Date 12/21/2007 3.92% 1.21% 2.18% 13.44% 9.74% 6.47% 4.21% 7.27%
Target 2030 Conservative Target Date 12/21/2007 4.09% 1.31% 2.52% 13.35% 9.54% 6.80% 4.43% 7.66%
Target 2020 Moderate Target Date 12/21/2007 4.09% 1.46% 2.70% 14.24% 9.53% 7.05% 4.59% 8.51%
Mid-Cap Growth Investment Style 04/05/2000 8.25% 0.12% -1.30% 23.17% 9.42% 16.66% 10.95% 18.41%
Target 2020 Conservative Target Date 12/21/2007 3.70% 1.06% 2.23% 12.07% 9.28% 6.25% 3.92% 6.37%
Zacks Analyst Anomaly Strategy 10/31/2011 9.20% 6.13% 7.72% 25.03% 9.22% 6.08% 0.25% 25.14%
Target 2025 Conservative Target Date 12/21/2007 4.03% 1.14% 2.35% 12.23% 9.21% 6.34% 4.04% 6.69%
Transport Sector/Industry 04/05/2000 9.06% 8.54% 7.42% 24.79% 9.20% 11.23% 5.99% 19.62%
Target 2010 Conservative Target Date 12/21/2007 4.07% 0.75% 2.01% 10.69% 8.98% 6.21% 3.85% 4.47%
Conservative Investment Style 04/05/2000 11.18% -1.04% -1.13% 17.30% 8.73% 18.21% 13.85% 12.32%
Foreign Small Cap Geographic 09/15/2008 9.84% 5.28% -4.12% 15.40% 8.72% 14.60% 11.18% 22.61%
High-Yield Bond Bond 09/07/2000 4.41% 0.53% 1.81% 11.89% 8.59% 6.30% 3.97% 4.86%
Japan Geographic 11/21/2000 1.69% 6.34% 11.51% 17.18% 8.55% 7.40% 5.79% 13.81%
Small-Cap ETF Market Index 12/10/2001 9.30% 4.44% 4.38% 22.54% 8.54% 11.20% 8.45% 17.54%
Healthcare Sector/Industry 04/05/2000 9.90% 5.71% 5.54% 14.77% 8.45% 12.74% 7.54% 15.38%
Personal Finance Growth Strategy 08/08/2011 8.62% 6.43% 12.34% 23.25% 8.36% 6.71% 4.52% 19.49%
International 100 Geographic 11/19/2008 7.60% 4.37% 8.29% 15.60% 8.30% 8.83% 2.92% 13.63%
Municipal Bond Bond 01/15/2001 4.28% -0.66% -0.64% 5.76% 8.23% 3.27% 2.91% 1.81%
Financial Sector/Industry 04/05/2000 3.85% 5.90% 7.20% 18.42% 8.11% 8.97% 5.53% 14.59%
Value ETF Investment Style 12/10/2001 9.02% 4.78% 6.73% 21.11% 8.04% 9.93% 8.23% 14.82%
Asia Geographic 04/05/2000 2.80% 3.45% 7.40% 12.55% 8.01% 6.81% 4.25% 14.01%
Low Volatility Strategy 02/26/2008 4.77% 0.45% 1.01% 11.43% 7.95% 4.88% 3.32% 4.67%
Large-Cap Value Investment Style 04/05/2000 3.59% 6.87% 10.83% 21.08% 7.90% 5.63% 4.98% 14.70%
Low Volatility ETF Strategy 02/26/2008 4.59% 1.67% 2.04% 10.20% 7.76% 5.05% 3.50% 4.90%
Banks Sector/Industry 04/05/2000 5.35% 7.01% 12.18% 20.35% 7.74% 8.60% 4.15% 16.38%
Folio 30 Market Index 04/05/2000 7.18% 3.40% 5.78% 18.51% 7.47% 15.74% 11.78% 14.10%
Consumer Staples Sector/Industry 04/05/2000 10.22% -0.70% -0.05% 19.22% 7.32% 7.94% 6.83% 12.34%
Developed Markets 100 Geographic 09/15/2008 3.48% 3.96% 7.08% 15.49% 7.18% 8.14% 2.58% 12.76%
Moderate Investment Style 04/05/2000 9.81% 8.94% 8.86% 18.91% 7.16% 7.62% 7.46% 18.93%
Euroland Geographic 11/18/2008 5.53% 2.68% 7.90% 17.06% 7.16% 7.98% 2.16% 15.81%
Europe 100 Geographic 11/17/2008 6.94% 3.58% 6.58% 14.88% 6.59% 8.21% 2.06% 13.05%
FFCM ETF Absolute Return Strategy 02/08/2013 2.81% -0.10% 0.70% 9.64% 6.16% 5.28% 3.28% 5.90%
Top Ten Buys Strategy 03/11/2001 6.60% 3.26% 7.75% 19.13% 5.81% 4.47% 1.86% 15.13%
Small-Cap Blend Investment Style 10/26/2000 11.00% 8.34% 13.60% 19.75% 5.79% 11.56% 9.51% 19.76%
Small-Cap Growth Investment Style 04/05/2000 6.00% 9.50% 14.29% 22.92% 5.03% 11.57% 6.69% 21.43%
Analyst Selections Strategy 09/07/2000 3.38% 5.45% 3.32% 14.38% 4.04% 11.22% 7.49% 17.40%
Telecomms Sector/Industry 04/05/2000 -0.97% 1.86% 5.33% 7.40% 2.66% 5.05% 1.18% 15.28%
Analyst Growth Strategy 09/07/2000 6.00% 2.52% -0.77% 16.82% 0.26% 14.32% 9.11% 20.30%
Latin America Geographic 04/05/2000 10.08% 3.60% -2.72% 1.07% -0.13% 10.50% 6.06% 20.99%
European Oil and Gas Geographic 11/18/2008 5.03% 4.76% 8.84% 6.94% -1.27% 11.41% 3.19% 18.15%
Analyst Upgrades Strategy 09/07/2000 9.96% 1.17% 0.70% 9.67% -1.36% 7.44% 4.96% 14.35%
IPO Candy Strategy 07/28/2010 5.43% -1.67% -5.35% 3.66% -1.57% 14.85% 5.88% 16.57%
Small-Cap Value Investment Style 04/05/2000 9.58% 1.59% 5.19% 10.86% -2.12% 10.36% 7.37% 18.01%
Australia and New Zealand Geographic 07/18/2007 -4.94% 1.33% 9.56% 13.51% -2.31% -1.62% -5.75% 16.26%
Energy Sector/Industry 04/05/2000 7.37% 4.14% 3.24% 12.43% -2.43% 3.59% -1.24% 19.55%
International Telecom 35 Geographic 11/17/2008 3.83% -0.69% 4.76% -3.25% -4.11% 0.43% -2.43% 13.19%
Bear Market 1X Strategy 02/21/2008 -9.92% -3.38% -4.63% -13.36% -5.13% -8.40% -7.63% 13.39%
Western Pacific Rim Geographic 08/06/2009 8.03% 4.95% 11.22% 2.09% -5.25% 2.61% 2.03% 15.13%
Wine Beer and Spirits Sector/Industry 06/06/2003 12.90% -4.94% -7.93% 1.65% -8.43% 1.33% 2.75% 13.92%
Zacks Value Anomaly Strategy 10/31/2011 6.18% 9.44% 9.45% 6.86% -12.46% 0.56% -2.53% 24.24%
Bear Market 1.5X Strategy 02/21/2008 -17.87% -5.29% -7.62% -23.59% -12.60% -16.05% -14.15% 21.38%
Tiny Titans 101 Strategy 10/19/2010 2.34% 12.00% 8.01% 9.47% -12.99% 1.38% 3.35% 23.40%
Zacks Small Cap Anomaly Strategy 10/31/2011 1.26% 9.88% 1.86% 6.27% -13.77% -6.88% -6.11% 25.45%
Bear Market 2X Strategy 02/21/2008 -27.46% -8.24% -12.03% -35.24% -20.44% -25.15% -22.29% 33.37%
Zacks Multi-Anomaly Strategy 10/31/2011 -6.39% 10.93% 17.24% -14.37% -26.44% -13.74% -18.23% 23.56%

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