Last Updated: August 6, 2020

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Internet 5 Sector/Industry 03/11/2001 17.21% 8.46% 34.44% 44.52% 63.59% 26.18% 26.91% 33.42%
Biotechnology Sector/Industry 04/05/2000 12.34% 4.38% 18.20% 29.76% 53.54% 21.13% 11.61% 30.13%
Folio 100 Market Index 04/05/2000 6.45% 6.08% 25.11% 29.48% 51.13% 24.96% 20.81% 34.03%
Internet Sector/Industry 04/05/2000 4.49% 3.75% 38.60% 49.40% 49.63% 25.65% 21.75% 33.84%
Precious Metals Sector/Industry 06/25/2009 3.96% 31.02% 46.98% 32.90% 43.61% 13.55% 9.69% 26.24%
Technology Sector/Industry 04/05/2000 3.31% 4.41% 22.30% 19.59% 33.18% 17.80% 17.00% 34.13%
Folio 50 Market Index 04/05/2000 5.12% 6.46% 20.50% 13.00% 28.62% 16.21% 15.11% 31.82%
Growth ETF Investment Style 12/10/2001 10.02% 6.61% 24.09% 15.61% 27.96% 17.23% 13.47% 34.49%
Construction Sector/Industry 04/05/2000 9.33% 13.29% 35.89% 6.62% 24.23% 8.12% 10.62% 44.64%
Top Ten Buys Strategy 03/11/2001 7.03% 2.59% 11.33% 5.92% 22.95% 10.54% 4.78% 33.25%
Multi-Sector Sector/Industry 04/05/2000 6.45% 7.32% 23.92% 7.40% 22.78% 13.96% 12.78% 34.03%
BetterInvesting Top 100 Strategy 08/04/2009 14.35% 5.20% 20.28% 6.81% 20.43% 13.33% 11.99% 34.23%
Mid-Cap Growth Investment Style 04/05/2000 8.94% 7.98% 29.21% 14.48% 20.13% 16.38% 12.60% 38.63%
Large-Cap ETF Market Index 12/10/2001 8.30% 5.24% 18.41% 5.54% 19.06% 12.98% 12.25% 33.38%
Healthcare Sector/Industry 04/05/2000 10.07% 2.02% 4.78% 2.82% 19.05% 12.30% 6.38% 28.88%
Large-Cap Growth Investment Style 04/05/2000 4.33% 7.52% 20.99% 6.38% 18.97% 15.11% 12.24% 33.98%
Conservative Investment Style 04/05/2000 11.54% 4.84% 19.44% 10.01% 17.34% 15.38% 14.30% 26.81%
Basic Materials Sector/Industry 04/05/2000 9.18% 8.06% 25.49% 3.32% 17.11% 10.10% 11.69% 36.25%
Global Geographic 04/05/2000 4.66% 4.54% 16.65% 2.69% 17.09% 11.36% 10.13% 31.54%
Long-term Aggressive Asset Allocation 08/24/2012 9.60% 5.01% 17.50% 6.37% 16.43% 11.03% 10.67% 28.66%
Asia Geographic 04/05/2000 3.12% 9.01% 22.53% 3.25% 15.64% 3.17% 6.03% 29.22%
Defensive Strategy Strategy 02/28/2008 11.35% 3.49% 8.21% 1.07% 14.41% 11.87% 10.24% 27.98%
Australia and New Zealand Geographic 07/18/2007 -4.45% 19.41% 46.49% 0.36% 13.94% -1.45% -1.66% 36.25%
Africa Geographic 04/05/2000 8.92% 7.71% 32.49% -0.57% 13.84% 6.47% 7.36% 41.33%
Target 2055 Conservative Target Date 07/14/2010 7.55% 5.06% 15.50% 4.56% 13.84% 9.17% 9.21% 25.69%
Target 2060 Conservative Target Date 07/14/2010 7.55% 5.06% 15.50% 4.56% 13.84% 9.17% 9.21% 25.69%
Target 2050 Conservative Target Date 07/14/2010 7.56% 5.00% 15.00% 4.56% 13.55% 9.12% 9.10% 25.10%
Target 2045 Conservative Target Date 12/21/2007 5.41% 4.83% 14.26% 4.16% 12.60% 8.58% 8.55% 24.05%
International Geographic 04/05/2000 3.63% 5.89% 19.49% -1.88% 11.99% 5.15% 6.12% 30.62%
Short-term Aggressive Asset Allocation 08/24/2012 5.60% 3.49% 9.83% 7.25% 11.90% 8.14% 7.10% 13.67%
Target 2030 Aggressive Target Date 12/21/2007 5.19% 5.03% 16.78% 1.97% 11.86% 8.13% 8.65% 28.13%
Target 2040 Moderate Target Date 12/21/2007 4.99% 5.03% 16.79% 1.97% 11.86% 8.13% 8.64% 28.13%
Global ETF Geographic 12/10/2001 7.90% 3.60% 18.95% -1.04% 11.80% 6.22% 7.09% 31.22%
Long-term Moderate Asset Allocation 08/24/2012 6.47% 4.74% 15.35% 3.47% 11.33% 8.19% 7.90% 23.45%
Corporate Bond Bond 09/07/2000 4.90% 2.57% 8.59% 8.63% 11.19% 7.28% 6.21% 13.54%
Aggressive Investment Style 04/05/2000 6.44% 4.94% 19.82% -3.63% 10.99% 9.27% 10.67% 38.50%
Large-Cap Blend Investment Style 10/26/2000 6.27% 5.52% 18.20% 1.57% 10.93% 10.19% 10.44% 29.48%
Long-term Conservative Asset Allocation 08/24/2012 6.20% 4.39% 13.43% 4.00% 10.88% 8.09% 7.54% 20.67%
Analyst Selections Strategy 09/07/2000 3.58% 3.27% 18.32% 0.62% 10.83% 6.60% 7.37% 33.02%
Medium-term Conservative Asset Allocation 08/24/2012 5.70% 3.66% 10.60% 5.73% 10.80% 7.83% 7.03% 16.17%
Medium-term Aggressive Asset Allocation 08/24/2012 6.37% 4.64% 14.76% 3.16% 10.79% 8.00% 7.68% 23.18%
Analyst Growth Strategy 09/07/2000 6.06% 4.93% 23.73% -0.62% 10.65% 8.59% 9.58% 29.48%
Government Bond Bond 09/07/2000 4.71% 1.77% 2.27% 11.20% 10.57% 6.39% 4.57% 7.97%
Short-term Moderate Asset Allocation 08/24/2012 4.94% 3.00% 7.34% 7.05% 10.50% 7.25% 6.16% 11.70%
Target 2035 Aggressive Target Date 12/21/2007 5.01% 4.91% 16.77% 0.50% 10.44% 7.51% 8.37% 29.66%
Medium-term Moderate Asset Allocation 08/24/2012 5.82% 4.08% 12.62% 3.84% 10.35% 7.77% 7.20% 19.47%
Target 2015 Conservative Target Date 12/21/2007 4.04% 3.48% 9.10% 4.87% 10.23% 6.78% 6.33% 14.19%
Target 2025 Aggressive Target Date 12/21/2007 4.61% 4.73% 15.76% 1.21% 10.09% 7.11% 7.59% 26.79%
Target 2035 Moderate Target Date 12/21/2007 4.70% 4.73% 15.76% 1.21% 10.09% 7.12% 7.60% 26.79%
Target 2010 Conservative Target Date 12/21/2007 4.42% 3.15% 8.73% 5.22% 10.01% 6.52% 5.70% 11.00%
Target 2045 Moderate Target Date 12/21/2007 5.04% 4.97% 17.19% -0.08% 10.01% 7.32% 8.23% 30.03%
Target 2040 Aggressive Target Date 12/21/2007 4.97% 4.97% 17.19% -0.09% 10.00% 7.32% 8.22% 30.03%
Target 2050 Moderate Target Date 07/14/2010 7.85% 4.87% 17.29% -0.26% 9.96% 7.31% 8.32% 30.85%
Target 2045 Aggressive Target Date 12/21/2007 5.04% 4.81% 17.63% -0.59% 9.87% 7.11% 8.22% 31.18%
Target 2055 Moderate Target Date 07/14/2010 7.49% 4.81% 17.62% -0.59% 9.86% 7.11% 8.21% 31.18%
Target 2060 Moderate Target Date 07/14/2010 7.35% 4.81% 17.62% -0.59% 9.86% 7.11% 8.21% 31.18%
Target 2040 Conservative Target Date 12/21/2007 4.78% 4.46% 12.48% 2.67% 9.70% 7.16% 7.23% 22.14%
Target 2025 Moderate Target Date 12/21/2007 4.41% 4.64% 13.89% 1.92% 9.41% 6.66% 6.84% 23.01%
Basic Short-term Mod Asset Allocation 10/07/2005 5.37% 2.06% 6.09% 6.31% 9.37% 6.20% 5.34% 10.20%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.05% 3.45% 12.02% 2.44% 9.26% 7.11% 6.84% 21.31%
Short-term Conservative Asset Allocation 08/24/2012 4.06% 2.44% 5.42% 7.21% 9.26% 6.30% 5.24% 10.02%
Target 2010 Aggressive Target Date 12/21/2007 3.87% 4.26% 11.58% 2.77% 9.22% 6.68% 6.69% 20.30%
Target 2035 Conservative Target Date 12/21/2007 4.48% 4.26% 11.58% 2.77% 9.22% 6.72% 6.72% 20.30%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.37% 2.78% 8.83% 4.37% 9.12% 6.77% 6.19% 15.35%
Basic Short-term Conserv Asset Allocation 10/07/2005 5.04% 1.81% 4.72% 7.23% 9.12% 6.07% 5.05% 8.84%
Target 2050 Aggressive Target Date 07/14/2010 7.26% 4.86% 18.37% -1.50% 9.10% 6.88% 8.21% 32.59%
Target 2055 Aggressive Target Date 07/14/2010 7.27% 4.86% 18.37% -1.50% 9.10% 6.88% 8.21% 32.59%
Target 2060 Aggressive Target Date 07/14/2010 7.27% 4.86% 18.37% -1.50% 9.10% 6.88% 8.21% 32.59%
Bond ETF Bond 07/31/2002 4.90% 2.04% 4.40% 8.29% 9.00% 5.84% 4.79% 7.09%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.44% 3.69% 13.32% 1.45% 8.97% 7.39% 7.26% 24.53%
Mid-Cap Blend Investment Style 10/26/2000 8.83% 9.04% 23.27% -5.09% 8.92% 7.58% 6.70% 37.33%
Target 2010 Moderate Target Date 12/21/2007 4.17% 3.90% 10.10% 3.32% 8.70% 6.31% 6.17% 17.19%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.86% 2.33% 7.24% 5.01% 8.69% 6.30% 5.62% 12.61%
Target 2020 Conservative Target Date 12/21/2007 3.94% 3.58% 9.34% 3.35% 8.69% 6.11% 5.92% 16.05%
Target 2030 Conservative Target Date 12/21/2007 4.28% 3.91% 10.71% 2.62% 8.64% 6.27% 6.23% 19.04%
Target 2025 Conservative Target Date 12/21/2007 4.23% 3.55% 9.65% 3.02% 8.56% 6.03% 5.91% 16.67%
Basic Long-term Mod Asset Allocation 10/07/2005 7.41% 3.69% 13.35% 1.10% 8.50% 7.17% 7.09% 24.71%
Basic Long-term Aggress Asset Allocation 10/07/2005 7.87% 4.13% 16.40% -0.82% 8.36% 7.50% 7.75% 30.94%
Target 2030 Moderate Target Date 12/21/2007 4.32% 4.53% 14.41% 0.41% 8.36% 6.23% 6.69% 24.95%
Target 2020 Aggressive Target Date 12/21/2007 3.96% 4.53% 14.41% 0.41% 8.35% 6.20% 6.68% 24.95%
Low Volatility ETF Strategy 02/26/2008 4.78% 2.38% 7.22% 3.86% 8.35% 4.94% 4.52% 11.41%
Sector ETF Sector/Industry 12/10/2001 7.72% 5.06% 17.34% -2.22% 8.32% 7.11% 8.54% 34.84%
Basic Med-term Mod Asset Allocation 10/07/2005 6.77% 3.05% 10.78% 2.30% 8.19% 6.63% 6.37% 19.82%
Target 2015 Aggressive Target Date 12/21/2007 3.71% 4.14% 12.75% 1.14% 8.16% 6.23% 6.46% 22.49%
Target 2020 Moderate Target Date 12/21/2007 4.21% 4.36% 12.22% 1.55% 8.04% 6.12% 6.23% 21.13%
Transport Sector/Industry 04/05/2000 8.73% 10.03% 29.22% 1.04% 8.00% 8.03% 7.50% 36.02%
Target 2015 Moderate Target Date 12/21/2007 4.09% 4.11% 10.69% 2.36% 7.84% 6.08% 6.05% 18.88%
Low Volatility Strategy 02/26/2008 4.95% 2.98% 6.64% 3.21% 7.36% 4.74% 4.45% 12.68%
Small-Cap ETF Market Index 12/10/2001 8.94% 6.54% 22.29% -3.64% 6.02% 7.00% 7.66% 38.72%
Utility 5 Sector/Industry 03/11/2001 7.61% 6.98% 9.51% -2.49% 5.95% 7.77% 8.51% 38.36%
Municipal Bond Bond 01/15/2001 4.38% 1.62% 4.72% 4.07% 4.59% 3.99% 3.64% 11.42%
High-Yield Bond Bond 09/07/2000 4.37% 3.76% 10.28% 0.30% 4.44% 3.97% 4.88% 15.96%
Global Bond Bond 09/07/2000 6.82% 4.09% 13.06% 2.12% 4.17% 3.85% 5.26% 16.47%
Dividend Yield Fundamental 09/22/2008 6.21% 3.50% 12.59% -8.39% 4.06% 4.97% 6.63% 32.74%
Consumer Staples Sector/Industry 04/05/2000 9.90% 5.09% 11.90% -4.71% 3.82% 3.12% 5.21% 27.11%
Japan Geographic 11/21/2000 1.24% 0.89% 10.30% -8.46% 3.67% 0.19% 2.49% 25.94%
Folio 30 Market Index 04/05/2000 6.75% 5.50% 11.58% -6.59% 3.28% 7.99% 10.91% 31.43%
Small-Cap Growth Investment Style 04/05/2000 5.26% 5.27% 27.56% -10.37% 3.11% 1.49% 4.63% 50.90%
Price-to-Sales Fundamental 09/22/2008 5.61% 2.73% 15.03% -10.86% 0.25% 3.96% 5.18% 34.70%
Consumer Staples 5 Sector/Industry 03/11/2001 7.37% 7.65% 10.77% -4.84% -1.21% 1.86% 5.35% 30.02%
Large-Cap Value Investment Style 04/05/2000 2.82% 4.08% 16.68% -14.51% -1.66% -3.23% 1.14% 33.02%
Industrial-Office REIT Sector/Industry 11/09/2000 8.22% 3.23% 12.56% -11.73% -1.83% 2.37% 7.64% 43.61%
Small-Cap Blend Investment Style 10/26/2000 9.79% 7.12% 18.21% -16.30% -1.91% 1.60% 4.84% 44.88%
Dogs of the Dow Strategy 04/05/2000 7.85% 1.87% 8.51% -11.77% -3.12% 3.05% 8.63% 35.54%
Value ETF Investment Style 12/10/2001 8.02% 5.32% 16.63% -13.36% -3.43% 1.97% 5.36% 37.96%
Utility Sector/Industry 04/05/2000 7.95% 5.26% 12.19% -10.72% -4.08% 2.52% 6.18% 39.51%
REITs Sector/Industry 04/05/2000 10.52% 2.84% 14.00% -9.74% -4.74% 5.74% 7.05% 43.12%
Mid-Cap Value Investment Style 04/05/2000 8.53% 5.98% 25.26% -18.70% -4.81% 0.14% 2.94% 43.99%
Moderate Investment Style 04/05/2000 8.67% 5.18% 17.75% -16.61% -5.18% -2.58% 3.55% 36.36%
Wine Beer and Spirits Sector/Industry 06/06/2003 12.40% 3.22% 11.11% -10.82% -5.33% -1.67% 2.63% 29.36%
Military Procurement Strategy 06/06/2003 13.37% 2.50% 10.61% -14.75% -5.48% 3.71% 9.35% 39.80%
Financial Sector/Industry 04/05/2000 2.95% 0.99% 15.09% -17.36% -7.27% -2.49% 1.52% 39.64%
Price-to-Book Fundamental 09/22/2008 3.45% 1.49% 12.60% -18.96% -7.38% -1.06% 1.94% 36.34%
High Income Investment Style 09/07/2000 9.29% 3.10% 16.34% -18.42% -8.31% 1.89% 6.08% 29.74%
Small-Cap Value Investment Style 04/05/2000 8.41% 4.86% 24.50% -19.82% -9.68% 0.80% 4.92% 39.51%
Telecomms Sector/Industry 04/05/2000 -1.67% 1.02% 12.42% -13.74% -9.90% -5.76% -1.58% 32.00%
Residential REIT Sector/Industry 11/09/2000 12.74% -1.14% 13.26% -18.88% -12.03% 3.65% 10.36% 44.99%
Analyst Upgrades Strategy 09/07/2000 8.65% 3.11% 16.74% -19.06% -14.28% -3.30% 1.20% 33.79%
Bear Market 1X Strategy 02/21/2008 -10.28% -4.51% -14.55% -9.00% -16.72% -8.82% -8.97% 28.25%
Banks Sector/Industry 04/05/2000 3.43% -0.77% 15.26% -31.44% -19.67% -8.95% -3.03% 43.49%
Aerospace Sector/Industry 04/05/2000 14.12% 1.85% 13.09% -26.37% -23.18% 1.18% 7.58% 47.60%
Energy Sector/Industry 04/05/2000 5.25% 1.91% 11.96% -32.91% -24.92% -8.86% -4.90% 49.00%
Latin America Geographic 04/05/2000 7.77% 1.86% 27.48% -37.53% -31.03% -10.27% 1.68% 47.47%
Bear Market 1.5X Strategy 02/21/2008 -18.81% -7.65% -23.50% -20.82% -31.90% -18.37% -17.63% 44.36%
Retail REIT Sector/Industry 11/09/2000 8.34% -4.81% 14.48% -40.12% -35.25% -13.91% -8.10% 64.13%
Bear Market 2X Strategy 02/21/2008 -29.09% -11.75% -35.36% -35.12% -48.95% -29.83% -28.14% 68.45%

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