Last Updated: February 19, 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 6.95% 3.87% 14.64% 12.81% 30.87% 26.11% 6.90% 18.62%
Residential REIT Sector/Industry 11/09/2000 14.16% 5.61% 11.16% 13.95% 30.59% 18.38% 17.03% 15.39%
REITs Sector/Industry 04/05/2000 11.20% 6.48% 5.90% 12.27% 20.88% 11.36% 10.47% 14.99%
Mid-Cap Growth Investment Style 04/05/2000 8.47% 9.51% 11.97% 20.97% 17.39% 23.40% 11.21% 21.32%
Utility 5 Sector/Industry 03/11/2001 7.57% 5.53% 2.88% 6.88% 14.74% 8.84% 6.22% 15.18%
Retail REIT Sector/Industry 11/09/2000 11.88% 6.52% 5.74% 16.21% 14.06% 0.46% 3.68% 19.17%
Healthcare Sector/Industry 04/05/2000 9.90% 4.04% 3.66% 7.14% 14.01% 11.52% 8.80% 16.16%
Small-Cap Value Investment Style 04/05/2000 10.32% 7.04% 6.54% 17.85% 13.64% 25.43% 11.29% 17.29%
Utility Sector/Industry 04/05/2000 8.57% 6.10% 3.84% 7.05% 12.59% 10.25% 9.35% 13.33%
Industrial-Office REIT Sector/Industry 11/09/2000 8.82% 8.24% 8.07% 17.03% 12.46% 15.13% 9.03% 16.22%
Biotechnology Sector/Industry 04/05/2000 10.79% 5.62% 14.36% 20.64% 11.74% 15.10% 8.93% 25.95%
Conservative Investment Style 04/05/2000 11.28% 4.04% 2.32% 10.64% 11.54% 18.14% 14.06% 14.79%
Dogs of the Dow Strategy 04/05/2000 8.58% 5.19% 3.46% 9.08% 9.89% 14.04% 11.13% 14.64%
Small-Cap Blend Investment Style 10/26/2000 11.21% 4.33% 4.87% 14.98% 7.23% 17.50% 9.66% 17.61%
Growth ETF Investment Style 12/10/2001 9.03% 6.36% 9.12% 15.69% 7.21% 17.50% 9.84% 18.61%
Aerospace Sector/Industry 04/05/2000 16.55% 10.98% 9.05% 18.29% 6.64% 25.47% 15.41% 18.78%
Internet Sector/Industry 04/05/2000 2.15% 7.76% 21.24% 19.07% 6.53% 27.17% 9.55% 26.37%
European Oil and Gas Geographic 11/18/2008 5.68% 4.25% 2.82% 9.99% 6.23% 17.60% 2.79% 19.40%
Small-Cap ETF Market Index 12/10/2001 9.42% 6.38% 7.30% 17.14% 6.02% 17.38% 8.59% 16.92%
Defensive Strategy Strategy 02/28/2008 10.86% 4.55% 2.70% 9.91% 5.98% 8.71% 10.41% 12.25%
High Income Investment Style 09/07/2000 10.46% 3.81% 3.52% 11.22% 5.81% 14.19% 8.06% 12.49%
Mid-Cap Blend Investment Style 10/26/2000 9.10% 4.94% 7.50% 13.82% 5.48% 13.93% 9.49% 17.90%
Folio 100 Market Index 04/05/2000 4.27% 4.31% 6.85% 11.23% 4.84% 19.70% 14.65% 22.69%
Basic Long-term Aggress Asset Allocation 10/07/2005 7.83% 4.92% 5.10% 11.43% 4.61% 12.21% 7.96% 12.49%
Long-term Aggressive Asset Allocation 08/24/2012 8.48% 5.04% 6.34% 10.76% 4.40% 13.20% 8.97% 13.13%
Small-Cap Growth Investment Style 04/05/2000 6.13% 7.11% 7.83% 20.67% 4.29% 17.70% 7.29% 20.08%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.26% 4.08% 4.73% 9.03% 4.27% 10.01% 6.84% 9.83%
Basic Long-term Mod Asset Allocation 10/07/2005 7.26% 4.15% 4.84% 9.18% 4.25% 9.96% 6.76% 9.80%
Basic Med-term Mod Asset Allocation 10/07/2005 6.54% 3.49% 4.45% 7.20% 4.17% 7.92% 5.71% 7.50%
VizMetrics Permanent Plus Strategy 5.81% 4.01% 8.14% 5.82% 4.11% 6.81% - 7.08%
Medium-term Conservative Asset Allocation 08/24/2012 4.46% 3.24% 4.61% 6.30% 4.05% 7.28% 4.77% 6.61%
BetterInvesting Top 100 Strategy 08/04/2009 14.13% 4.25% 3.52% 11.28% 3.91% 14.84% 11.27% 16.12%
Long-term Conservative Asset Allocation 08/24/2012 5.27% 3.93% 4.93% 8.34% 3.91% 9.58% 5.53% 9.16%
Basic Med-term Conserv Asset Allocation 10/07/2005 5.99% 2.84% 4.13% 5.50% 3.85% 6.49% 4.99% 5.72%
Large-Cap ETF Market Index 12/10/2001 7.66% 4.40% 4.19% 11.29% 3.80% 15.77% 10.89% 16.53%
Technology Sector/Industry 04/05/2000 1.80% 5.01% 9.14% 11.82% 3.79% 18.81% 11.24% 20.41%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.43% 2.42% 3.89% 4.29% 3.77% 5.13% 4.25% 4.31%
Medium-term Moderate Asset Allocation 08/24/2012 4.89% 3.65% 4.66% 7.71% 3.76% 9.03% 5.06% 8.50%
Short-term Aggressive Asset Allocation 08/24/2012 4.11% 2.92% 4.53% 5.37% 3.76% 6.62% 4.57% 5.66%
High-Yield Bond Bond 09/07/2000 4.28% 1.75% 4.22% 5.88% 3.73% 8.56% 3.36% 4.54%
Government Bond Bond 09/07/2000 4.13% 1.20% 3.21% 0.66% 3.71% 0.74% 2.34% 3.46%
Short-term Moderate Asset Allocation 08/24/2012 3.58% 2.43% 3.92% 4.25% 3.69% 5.23% 3.87% 4.78%
Sector ETF Sector/Industry 12/10/2001 7.74% 4.65% 3.69% 11.82% 3.67% 12.98% 8.93% 14.48%
Folio 50 Market Index 04/05/2000 3.84% 2.92% 3.11% 8.85% 3.62% 15.47% 12.07% 17.81%
Short-term Conservative Asset Allocation 08/24/2012 2.65% 1.98% 3.72% 3.04% 3.55% 3.55% 3.16% 3.63%
Bond ETF Bond 07/31/2002 4.38% 1.30% 3.67% 1.59% 3.45% 2.19% 2.79% 2.69%
Target 2050 Conservative Target Date 07/14/2010 6.89% 4.46% 5.85% 9.79% 3.43% 11.65% 6.48% 11.26%
Medium-term Aggressive Asset Allocation 08/24/2012 5.56% 4.14% 5.12% 9.13% 3.42% 10.42% 5.76% 10.30%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.45% 1.61% 3.52% 2.19% 3.41% 3.06% 3.13% 2.51%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.80% 3.58% 4.53% 7.81% 3.37% 8.90% 6.05% 8.55%
Target 2045 Conservative Target Date 12/21/2007 4.72% 4.25% 5.58% 9.35% 3.22% 11.05% 6.09% 10.73%
Municipal Bond Bond 01/15/2001 4.19% 0.76% 2.76% 0.95% 3.20% 1.58% 3.04% 1.85%
Long-term Moderate Asset Allocation 08/24/2012 5.58% 4.20% 5.30% 9.35% 3.20% 10.65% 5.89% 10.56%
Target 2040 Conservative Target Date 12/21/2007 4.27% 3.88% 5.08% 8.47% 3.17% 9.54% 5.12% 9.31%
Target 2055 Conservative Target Date 07/14/2010 6.86% 4.49% 5.97% 9.96% 3.14% 11.91% 6.56% 11.55%
Target 2060 Conservative Target Date 07/14/2010 6.86% 4.49% 5.97% 9.96% 3.14% 11.91% 6.56% 11.55%
Global Geographic 04/05/2000 4.01% 5.31% 5.83% 10.76% 3.07% 13.73% 9.23% 16.96%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.01% 1.71% 3.53% 2.89% 2.93% 3.36% 2.47% 2.74%
Basic Short-term Mod Asset Allocation 10/07/2005 4.82% 1.87% 3.60% 3.05% 2.89% 4.12% 3.55% 3.27%
Target 2015 Moderate Target Date 12/21/2007 3.63% 3.20% 4.43% 6.99% 2.84% 7.78% 3.74% 7.57%
Corporate Bond Bond 09/07/2000 4.21% 1.97% 4.39% 2.83% 2.79% 3.65% 3.05% 3.00%
Multi-Sector Sector/Industry 04/05/2000 5.58% 2.93% 2.72% 8.92% 2.76% 15.88% 8.80% 16.63%
Folio 30 Market Index 04/05/2000 6.96% 3.01% 1.95% 8.29% 2.68% 18.35% 12.21% 15.27%
Transport Sector/Industry 04/05/2000 8.99% 6.69% 0.98% 15.69% 2.68% 14.91% 9.67% 19.69%
Large-Cap Blend Investment Style 10/26/2000 5.90% 5.50% 5.17% 12.90% 2.62% 14.64% 9.90% 14.76%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 3.82% 2.51% 4.61% 4.49% 2.54% 4.90% 3.27% 4.66%
Target 2015 Aggressive Target Date 12/21/2007 3.28% 3.79% 4.81% 8.61% 2.52% 9.49% 4.77% 9.45%
Target 2035 Conservative Target Date 12/21/2007 3.99% 3.44% 4.63% 7.59% 2.52% 8.78% 4.69% 8.62%
Target 2010 Moderate Target Date 12/21/2007 3.63% 2.90% 4.15% 6.19% 2.50% 7.24% 3.61% 6.88%
Target 2010 Aggressive Target Date 12/21/2007 3.30% 3.44% 4.62% 7.58% 2.48% 8.74% 4.67% 8.62%
Analyst Growth Strategy 09/07/2000 6.12% 2.28% 3.69% 14.44% 2.35% 19.15% 10.25% 20.51%
Target 2030 Aggressive Target Date 12/21/2007 4.67% 4.64% 6.14% 10.93% 2.28% 13.04% 7.02% 12.68%
Target 2040 Moderate Target Date 12/21/2007 4.44% 4.64% 6.14% 10.93% 2.28% 13.04% 6.40% 12.68%
Zacks Momentum Anomaly Strategy 10/31/2011 20.09% 8.41% 9.62% 18.28% 2.28% 19.66% 11.63% 22.38%
Target 2020 Moderate Target Date 12/21/2007 3.84% 3.52% 4.61% 8.03% 2.24% 8.93% 4.62% 8.94%
Target 2030 Conservative Target Date 12/21/2007 3.83% 3.19% 4.32% 7.03% 2.23% 8.13% 4.20% 8.09%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 4.66% 2.82% 4.88% 5.59% 2.20% 6.31% 3.88% 6.24%
Target 2020 Conservative Target Date 12/21/2007 3.42% 2.74% 3.89% 5.82% 2.13% 7.00% 3.38% 6.80%
Target 2050 Moderate Target Date 07/14/2010 7.89% 4.87% 6.38% 11.82% 2.12% 13.74% 7.29% 13.39%
Target 2015 Conservative Target Date 12/21/2007 3.35% 2.57% 3.82% 5.23% 2.10% 6.79% 3.34% 6.21%
Target 2035 Aggressive Target Date 12/21/2007 4.61% 4.76% 6.33% 11.43% 2.05% 13.42% 7.01% 13.04%
MarketGlide 2010 Strategy 08/12/2009 6.26% 2.57% 3.69% 5.69% 2.05% 6.67% 4.34% 5.74%
Target 2025 Conservative Target Date 12/21/2007 3.78% 2.85% 3.99% 6.12% 2.03% 7.30% 3.64% 7.12%
MarketGlide 2015 Strategy 08/12/2009 6.84% 2.73% 3.84% 6.19% 2.00% 7.31% 4.68% 6.35%
Target 2040 Aggressive Target Date 12/21/2007 4.63% 4.79% 6.27% 11.65% 1.95% 13.62% 6.84% 13.22%
Target 2045 Moderate Target Date 12/21/2007 4.70% 4.79% 6.27% 11.65% 1.95% 13.62% 6.90% 13.22%
FFCM ETF Absolute Return Strategy 02/08/2013 2.23% 2.06% 1.36% 3.84% 1.91% 3.99% 2.44% 5.29%
Analyst Upgrades Strategy 09/07/2000 10.51% 2.89% 3.79% 12.10% 1.90% 13.94% 7.34% 13.79%
Target 2025 Aggressive Target Date 12/21/2007 4.18% 4.21% 5.59% 10.28% 1.89% 11.92% 6.08% 11.90%
Moderate Investment Style 04/05/2000 10.07% 5.55% 6.66% 16.11% 1.88% 17.09% 9.31% 17.00%
Target 2050 Aggressive Target Date 07/14/2010 7.37% 4.91% 6.52% 12.23% 1.88% 14.40% 7.01% 14.00%
Target 2055 Aggressive Target Date 07/14/2010 7.38% 4.91% 6.52% 12.23% 1.88% 14.40% 7.01% 14.00%
Target 2060 Aggressive Target Date 07/14/2010 7.38% 4.91% 6.52% 12.23% 1.88% 14.40% 7.01% 14.00%
Target 2030 Moderate Target Date 12/21/2007 4.00% 4.02% 5.12% 9.52% 1.87% 10.53% 5.30% 10.72%
Target 2020 Aggressive Target Date 12/21/2007 3.60% 4.01% 5.12% 9.52% 1.87% 10.51% 5.34% 10.72%
MarketGlide 2020 Strategy 08/12/2009 7.59% 2.96% 4.00% 6.93% 1.87% 8.30% 5.18% 7.36%
Target 2035 Moderate Target Date 12/21/2007 4.28% 4.21% 5.59% 10.28% 1.85% 11.93% 6.05% 11.90%
Target 2025 Moderate Target Date 12/21/2007 3.96% 3.67% 4.89% 8.70% 1.73% 9.98% 5.09% 10.07%
Target 2010 Conservative Target Date 12/21/2007 3.79% 2.05% 3.18% 4.29% 1.68% 5.95% 3.33% 4.99%
MarketGlide 2025 Strategy 08/12/2009 8.36% 3.25% 4.26% 7.88% 1.68% 9.53% 5.79% 8.69%
Target 2045 Aggressive Target Date 12/21/2007 4.75% 4.79% 6.31% 11.84% 1.62% 13.92% 6.86% 13.67%
Target 2055 Moderate Target Date 07/14/2010 7.52% 4.79% 6.31% 11.85% 1.61% 13.92% 6.95% 13.67%
Target 2060 Moderate Target Date 07/14/2010 7.35% 4.79% 6.31% 11.85% 1.61% 13.92% 6.95% 13.67%
Low Volatility ETF Strategy 02/26/2008 4.38% 2.03% 2.37% 4.29% 1.48% 4.89% 3.27% 5.13%
Low Volatility Strategy 02/26/2008 4.47% 2.34% 1.57% 4.40% 1.43% 4.11% 3.05% 4.64%
Value ETF Investment Style 12/10/2001 8.99% 4.83% 2.81% 13.13% 1.36% 14.34% 9.08% 14.45%
MarketGlide 2030 Strategy 08/12/2009 8.98% 3.53% 4.42% 8.81% 1.35% 10.65% 6.31% 10.16%
Internet 5 Sector/Industry 03/11/2001 15.13% 3.79% 14.57% 15.26% 1.23% 24.73% 15.24% 29.14%
MarketGlide 2035 Strategy 08/12/2009 9.49% 3.77% 4.60% 9.60% 1.16% 11.67% 6.81% 11.41%
MarketGlide 2040 Strategy 08/12/2009 9.82% 3.94% 4.74% 10.15% 1.08% 12.38% 7.14% 12.35%
MarketGlide 2045 Strategy 08/12/2009 10.07% 4.04% 4.80% 10.49% 1.04% 12.86% 7.41% 12.95%
CWM Global Market Strategy 07/28/2014 4.03% 2.65% 3.98% 6.03% 1.01% 7.34% - 7.17%
Large-Cap Growth Investment Style 04/05/2000 3.35% 7.19% 9.18% 15.19% 1.00% 16.00% 9.98% 19.35%
MarketGlide 2050 Strategy 08/12/2009 10.19% 4.10% 4.88% 10.70% 0.96% 13.07% 7.54% 13.33%
Dividend Yield Fundamental 09/22/2008 6.56% 3.70% 1.99% 9.15% 0.87% 12.49% 6.55% 13.97%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 4.85% 3.00% 4.25% 6.28% 0.72% 6.42% 3.95% 6.02%
Energy Sector/Industry 04/05/2000 7.76% 2.82% 1.30% 14.39% 0.53% 13.97% -0.30% 19.99%
Aggressive Investment Style 04/05/2000 6.30% 5.25% 5.03% 15.04% 0.47% 18.93% 10.42% 19.41%
MyPlanIQ SAA Growth Investment Style 08/12/2010 5.62% 3.65% 5.06% 7.58% 0.31% 7.55% 4.29% 7.71%
Analyst Selections Strategy 09/07/2000 3.40% 4.10% 6.15% 12.23% 0.05% 14.40% 9.15% 16.81%
Top Ten Buys Strategy 03/11/2001 6.64% 8.77% 3.67% 14.52% -0.04% 7.05% 3.86% 21.41%
Military Procurement Strategy 06/06/2003 15.03% 8.93% 5.97% 18.35% -0.28% 19.57% 15.41% 17.28%
Global Bond Bond 09/07/2000 6.74% 1.55% 5.50% 3.24% -0.40% 4.23% 3.22% 4.88%
Consumer Staples 5 Sector/Industry 03/11/2001 7.27% 5.36% -1.35% 9.35% -1.07% 3.40% 5.67% 15.45%
Mid-Cap Value Investment Style 04/05/2000 9.79% 6.37% 8.45% 19.48% -1.09% 16.02% 6.58% 16.19%
Price-to-Sales Fundamental 09/22/2008 6.42% 2.93% 2.20% 10.62% -1.37% 13.98% 6.78% 15.94%
Basic Materials Sector/Industry 04/05/2000 8.95% 4.45% 4.07% 10.70% -2.13% 18.70% 5.16% 17.50%
Bear Market 1X Strategy 02/21/2008 -10.18% -3.51% -3.53% -9.42% -2.13% -11.54% -8.27% 11.68%
Global ETF Geographic 12/10/2001 7.84% 3.37% 4.13% 9.78% -3.40% 12.62% 6.07% 14.58%
Tiny Titans 101 Strategy 10/19/2010 4.05% 6.45% 3.29% 23.54% -3.48% 13.13% 10.66% 14.72%
Price-to-Book Fundamental 09/22/2008 4.82% 2.67% 2.73% 10.78% -3.82% 13.59% 5.11% 15.12%
Foreign Small Cap Geographic 09/15/2008 10.72% 5.64% 11.70% 17.22% -4.15% 25.60% 12.14% 21.17%
Consumer Staples Sector/Industry 04/05/2000 10.08% 3.93% -0.57% 8.56% -4.20% 5.30% 8.20% 13.21%
Telecomms Sector/Industry 04/05/2000 -1.03% 1.25% 1.03% 7.36% -5.44% 7.30% 2.41% 14.10%
Bear Market 1.5X Strategy 02/21/2008 -18.12% -5.98% -6.92% -14.76% -5.94% -19.70% -14.85% 20.04%
Europe 100 Geographic 11/17/2008 6.85% 4.57% 2.52% 8.46% -6.01% 7.63% 0.39% 14.21%
International Geographic 04/05/2000 3.31% 4.84% 5.16% 9.88% -6.20% 9.52% 5.18% 14.19%
Developed Markets 100 Geographic 09/15/2008 3.07% 3.66% 2.36% 8.19% -6.95% 8.20% 0.72% 14.12%
Zacks Value Anomaly Strategy 10/31/2011 8.52% 3.34% 3.56% 20.02% -7.21% 13.17% -0.15% 19.30%
International 100 Geographic 11/19/2008 7.50% 3.23% 3.17% 8.63% -7.27% 9.66% 1.54% 14.82%
Precious Metals Sector/Industry 06/25/2009 0.16% 4.02% 5.40% 3.76% -7.33% -0.29% -5.63% 12.77%
BRIC Geographic 09/15/2008 4.00% 2.57% 8.15% 13.59% -7.44% 19.96% 5.92% 22.63%
Personal Finance Growth Strategy 08/08/2011 8.29% 6.38% 2.57% 13.43% -8.08% 8.61% 4.69% 18.26%
Wine Beer and Spirits Sector/Industry 06/06/2003 14.19% 5.21% 1.11% 11.27% -8.53% 6.56% 5.89% 13.49%
Large-Cap Value Investment Style 04/05/2000 3.29% 4.06% 2.09% 12.24% -8.94% 8.10% 6.09% 15.45%
Financial Sector/Industry 04/05/2000 3.60% 1.18% 1.19% 10.12% -9.36% 14.81% 5.83% 15.07%
Emerging Markets 50 Geographic 09/15/2008 3.60% 1.98% 6.35% 10.40% -9.39% 16.66% 5.61% 20.08%
Euroland Geographic 11/18/2008 5.13% 3.29% 1.23% 8.31% -10.58% 6.92% -0.09% 16.76%
International Telecom 35 Geographic 11/17/2008 4.71% -1.29% 0.35% 3.30% -11.00% 1.93% -0.69% 13.69%
Bear Market 2X Strategy 02/21/2008 -27.82% -9.47% -11.48% -22.59% -11.53% -30.26% -23.14% 33.84%
Latin America Geographic 04/05/2000 10.95% 0.33% 8.06% 10.21% -11.67% 26.01% 11.13% 23.23%
China Select Geographic 09/28/2008 8.33% 4.22% 8.58% 15.70% -12.24% 13.54% 6.24% 26.14%
Western Pacific Rim Geographic 08/06/2009 9.55% 4.22% 4.52% 11.07% -12.85% 12.44% 2.99% 15.10%
Banks Sector/Industry 04/05/2000 5.15% 0.90% 1.63% 12.10% -12.88% 14.69% 4.55% 15.94%
Asia Geographic 04/05/2000 2.76% 2.99% 6.39% 10.15% -13.17% 9.67% 5.98% 15.34%
Africa Geographic 04/05/2000 8.81% 6.30% 9.89% 11.60% -13.45% 10.45% -0.53% 22.33%
Construction Sector/Industry 04/05/2000 8.62% 6.40% 5.74% 15.55% -13.59% 13.02% 6.77% 18.36%
Japan Geographic 11/21/2000 1.19% -1.11% 0.25% 6.08% -13.82% 7.80% 4.43% 15.26%
Zacks Analyst Anomaly Strategy 10/31/2011 9.80% 8.93% 8.52% 22.09% -13.91% 7.56% -0.43% 21.27%
Australia and New Zealand Geographic 07/18/2007 -5.21% 2.71% 2.14% 13.96% -15.59% 2.03% -6.37% 19.68%
Zacks Small Cap Anomaly Strategy 10/31/2011 3.17% 12.53% 6.54% 20.71% -19.85% 4.28% -8.82% 22.85%
Zacks Multi-Anomaly Strategy 10/31/2011 -3.50% 3.23% 1.42% 12.24% -25.28% -7.25% -14.93% 23.05%

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