Last Updated: July 1, 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 4.18% 11.12% 64.49% 40.10% 38.75% 24.76% 19.83% 34.18%
Biotechnology Sector/Industry 04/05/2000 12.09% 3.97% 38.13% 22.61% 38.26% 19.19% 10.13% 29.33%
Internet 5 Sector/Industry 03/11/2001 16.57% 8.35% 47.16% 28.12% 38.15% 23.92% 25.34% 32.72%
Folio 100 Market Index 04/05/2000 6.00% 6.91% 37.62% 18.19% 34.86% 22.98% 19.44% 33.60%
Technology Sector/Industry 04/05/2000 2.98% 6.16% 35.77% 11.66% 20.27% 17.52% 15.24% 35.71%
Precious Metals Sector/Industry 06/25/2009 1.40% -1.20% 18.06% 0.61% 15.00% 3.99% 1.87% 24.60%
Growth ETF Investment Style 12/10/2001 9.58% 3.50% 38.75% 6.36% 14.59% 14.54% 11.53% 34.21%
Folio 50 Market Index 04/05/2000 4.65% 4.15% 26.74% 2.74% 13.25% 13.76% 13.43% 31.41%
Healthcare Sector/Industry 04/05/2000 9.93% -1.34% 17.55% -0.71% 11.89% 10.86% 6.09% 28.86%
Government Bond Bond 09/07/2000 4.64% 0.31% 0.22% 9.28% 11.22% 5.91% 4.56% 7.99%
Corporate Bond Bond 09/07/2000 4.77% 2.43% 10.38% 5.43% 9.80% 6.48% 5.75% 13.57%
Conservative Investment Style 04/05/2000 11.31% 3.86% 35.52% 4.33% 9.57% 13.63% 13.18% 33.14%
Defensive Strategy Strategy 02/28/2008 11.07% -1.99% 14.89% -3.03% 9.49% 10.61% 10.37% 28.02%
Top Ten Buys Strategy 03/11/2001 6.83% 3.63% 24.76% 1.31% 9.05% 6.52% 3.08% 31.82%
Bond ETF Bond 07/31/2002 4.79% 0.56% 3.53% 5.87% 8.38% 5.28% 4.53% 7.12%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.93% 0.83% 5.43% 5.04% 8.15% 5.58% 4.77% 8.87%
Large-Cap ETF Market Index 12/10/2001 7.93% 2.29% 27.62% -1.79% 7.86% 11.15% 10.73% 33.24%
BetterInvesting Top 100 Strategy 08/04/2009 13.68% 3.24% 27.66% -1.19% 7.75% 10.84% 10.49% 33.57%
Short-term Aggressive Asset Allocation 08/24/2012 5.11% 1.84% 10.88% 2.86% 7.43% 7.13% 6.23% 13.64%
Short-term Conservative Asset Allocation 08/24/2012 3.76% 0.87% 5.90% 4.39% 7.33% 5.65% 4.81% 10.02%
Multi-Sector Sector/Industry 04/05/2000 5.94% 2.18% 23.48% -3.12% 7.31% 11.31% 10.56% 34.67%
Basic Short-term Mod Asset Allocation 10/07/2005 5.22% 0.94% 7.20% 3.67% 7.30% 5.63% 4.97% 10.21%
Mid-Cap Growth Investment Style 04/05/2000 8.45% 3.22% 53.65% 3.57% 7.21% 14.46% 10.52% 41.60%
Short-term Moderate Asset Allocation 08/24/2012 4.55% 1.21% 8.35% 3.46% 7.18% 6.41% 5.50% 11.67%
Large-Cap Growth Investment Style 04/05/2000 3.96% 1.21% 35.15% -1.29% 6.90% 12.97% 10.54% 38.18%
Long-term Aggressive Asset Allocation 08/24/2012 8.76% 3.10% 22.46% -0.74% 6.25% 9.48% 9.09% 28.50%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.69% 0.99% 9.06% 2.08% 6.04% 5.63% 5.20% 12.60%
Global Geographic 04/05/2000 4.35% 1.72% 24.11% -3.64% 5.93% 10.12% 8.91% 33.57%
Medium-term Conservative Asset Allocation 08/24/2012 5.18% 1.82% 12.43% 1.17% 5.75% 6.76% 6.06% 16.11%
Target 2010 Conservative Target Date 12/21/2007 4.11% 0.97% 9.01% 0.97% 5.41% 5.52% 4.74% 10.94%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.17% 1.05% 11.39% 0.85% 5.33% 5.92% 5.61% 15.32%
Target 2015 Conservative Target Date 12/21/2007 3.71% 0.85% 10.44% 0.31% 5.02% 5.64% 5.28% 14.11%
Target 2050 Conservative Target Date 07/14/2010 6.93% 1.61% 19.41% -2.06% 4.67% 7.40% 7.41% 24.95%
Target 2055 Conservative Target Date 07/14/2010 6.90% 1.71% 19.95% -2.25% 4.57% 7.42% 7.45% 25.53%
Target 2060 Conservative Target Date 07/14/2010 6.90% 1.71% 19.95% -2.25% 4.57% 7.42% 7.45% 25.53%
Low Volatility Strategy 02/26/2008 4.72% -0.16% 7.52% -0.10% 4.40% 3.93% 3.81% 11.61%
Municipal Bond Bond 01/15/2001 4.31% 0.29% 5.65% 2.27% 4.35% 3.74% 3.52% 11.42%
Low Volatility ETF Strategy 02/26/2008 4.53% 0.31% 8.10% 0.41% 4.23% 4.00% 3.82% 11.36%
Target 2045 Conservative Target Date 12/21/2007 4.92% 1.43% 18.30% -2.21% 4.10% 6.92% 6.93% 23.90%
Medium-term Moderate Asset Allocation 08/24/2012 5.21% 2.14% 14.79% -1.40% 3.53% 6.57% 5.89% 19.36%
Long-term Conservative Asset Allocation 08/24/2012 5.53% 2.21% 15.42% -1.62% 3.50% 6.77% 6.17% 20.56%
Construction Sector/Industry 04/05/2000 8.59% 2.40% 40.78% -7.88% 3.49% 2.84% 7.79% 45.49%
Basic Med-term Mod Asset Allocation 10/07/2005 6.54% 1.15% 14.48% -1.59% 3.36% 5.68% 5.72% 19.75%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.77% 1.16% 16.15% -2.03% 3.29% 5.99% 6.00% 21.22%
Target 2010 Moderate Target Date 12/21/2007 3.82% 0.78% 12.62% -1.40% 3.15% 5.05% 5.02% 17.08%
Target 2020 Conservative Target Date 12/21/2007 3.60% 0.68% 11.24% -1.25% 3.12% 4.94% 4.79% 15.94%
Target 2025 Conservative Target Date 12/21/2007 3.88% 0.68% 11.68% -1.66% 2.69% 4.84% 4.71% 16.55%
Long-term Moderate Asset Allocation 08/24/2012 5.70% 2.47% 17.84% -2.83% 2.55% 6.74% 6.27% 23.31%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.14% 1.29% 18.55% -3.27% 2.48% 6.18% 6.38% 24.43%
Target 2040 Conservative Target Date 12/21/2007 4.35% 0.95% 15.98% -2.94% 2.47% 5.65% 5.80% 21.99%
Medium-term Aggressive Asset Allocation 08/24/2012 5.64% 2.35% 17.32% -2.91% 2.37% 6.58% 6.12% 23.04%
Target 2010 Aggressive Target Date 12/21/2007 3.46% 0.79% 14.64% -2.62% 2.28% 5.24% 5.31% 20.16%
Target 2035 Conservative Target Date 12/21/2007 4.07% 0.79% 14.64% -2.62% 2.28% 5.28% 5.33% 20.16%
Target 2030 Conservative Target Date 12/21/2007 3.89% 0.69% 13.37% -2.46% 2.07% 4.95% 4.92% 18.89%
Basic Long-term Mod Asset Allocation 10/07/2005 7.11% 1.22% 18.62% -3.59% 2.02% 5.95% 6.21% 24.60%
Target 2015 Moderate Target Date 12/21/2007 3.71% 0.77% 13.47% -2.52% 1.85% 4.75% 4.80% 18.74%
Utility 5 Sector/Industry 03/11/2001 7.44% -5.15% 11.46% -6.19% 1.46% 7.31% 8.71% 38.00%
Target 2030 Aggressive Target Date 12/21/2007 4.64% 1.97% 21.19% -5.08% 1.39% 6.40% 6.45% 27.92%
Target 2040 Moderate Target Date 12/21/2007 4.44% 1.97% 21.19% -5.09% 1.39% 6.40% 6.45% 27.92%
Large-Cap Blend Investment Style 10/26/2000 5.90% 0.08% 25.09% -5.76% 0.84% 8.01% 8.90% 35.06%
Target 2025 Moderate Target Date 12/21/2007 3.93% 1.21% 17.24% -4.23% 0.81% 5.08% 5.08% 22.83%
Target 2020 Moderate Target Date 12/21/2007 3.78% 0.84% 15.18% -3.98% 0.64% 4.67% 4.68% 20.95%
Target 2015 Aggressive Target Date 12/21/2007 3.27% 0.94% 16.17% -4.41% 0.52% 4.81% 4.89% 22.32%
Basic Long-term Aggress Asset Allocation 10/07/2005 7.52% 1.47% 23.92% -6.11% 0.33% 6.13% 6.74% 30.80%
Target 2025 Aggressive Target Date 12/21/2007 4.09% 1.61% 19.86% -5.40% 0.31% 5.51% 5.58% 26.57%
Target 2035 Moderate Target Date 12/21/2007 4.17% 1.61% 19.86% -5.40% 0.30% 5.52% 5.58% 26.57%
Target 2035 Aggressive Target Date 12/21/2007 4.46% 1.64% 21.55% -6.36% 0.08% 5.83% 6.19% 29.44%
Africa Geographic 04/05/2000 8.43% 11.74% 49.94% -10.06% -0.15% 4.92% 3.28% 40.74%
Global ETF Geographic 12/10/2001 7.57% 2.31% 23.98% -7.29% -0.18% 5.09% 5.61% 30.97%
Basic Materials Sector/Industry 04/05/2000 8.67% 2.50% 31.67% -6.89% -0.26% 7.32% 8.50% 37.43%
Global Bond Bond 09/07/2000 6.59% 2.82% 13.36% -2.86% -0.42% 2.74% 4.08% 16.41%
Target 2030 Moderate Target Date 12/21/2007 3.83% 1.21% 18.17% -5.71% -0.55% 4.66% 4.84% 24.74%
Target 2020 Aggressive Target Date 12/21/2007 3.48% 1.20% 18.17% -5.71% -0.55% 4.64% 4.83% 24.74%
Target 2045 Moderate Target Date 12/21/2007 4.48% 1.72% 22.04% -7.00% -0.58% 5.62% 5.96% 29.80%
Target 2050 Moderate Target Date 07/14/2010 7.16% 1.73% 22.63% -7.10% -0.58% 5.64% 6.11% 30.62%
Target 2040 Aggressive Target Date 12/21/2007 4.41% 1.72% 22.04% -7.00% -0.59% 5.62% 5.96% 29.80%
Japan Geographic 11/21/2000 1.08% -2.48% 15.57% -11.43% -0.75% 0.00% 1.47% 25.71%
High-Yield Bond Bond 09/07/2000 4.13% -0.39% 11.60% -4.54% -1.01% 2.56% 3.61% 15.86%
Target 2045 Aggressive Target Date 12/21/2007 4.48% 1.80% 23.10% -7.51% -1.04% 5.45% 5.91% 30.94%
Target 2055 Moderate Target Date 07/14/2010 6.79% 1.80% 23.08% -7.52% -1.05% 5.44% 5.91% 30.94%
Target 2060 Moderate Target Date 07/14/2010 6.65% 1.80% 23.08% -7.52% -1.05% 5.44% 5.90% 30.94%
Sector ETF Sector/Industry 12/10/2001 7.38% 0.72% 26.59% -8.48% -1.31% 5.41% 7.08% 34.67%
International Geographic 04/05/2000 3.21% 0.30% 25.56% -10.00% -1.42% 3.55% 4.07% 31.98%
Aggressive Investment Style 04/05/2000 6.10% 0.83% 26.59% -10.36% -1.61% 7.67% 8.93% 37.55%
Target 2050 Aggressive Target Date 07/14/2010 6.55% 2.07% 24.19% -8.50% -2.05% 5.22% 5.79% 32.34%
Target 2055 Aggressive Target Date 07/14/2010 6.56% 2.07% 24.19% -8.50% -2.05% 5.22% 5.79% 32.34%
Target 2060 Aggressive Target Date 07/14/2010 6.56% 2.07% 24.19% -8.50% -2.05% 5.22% 5.79% 32.34%
Consumer Staples Sector/Industry 04/05/2000 9.63% -1.15% 15.96% -10.22% -2.87% 1.55% 5.05% 28.04%
Asia Geographic 04/05/2000 2.51% 0.41% 25.43% -8.84% -3.03% 0.43% 2.61% 28.73%
Analyst Selections Strategy 09/07/2000 3.25% 2.26% 29.99% -5.79% -3.29% 5.30% 5.99% 33.27%
Mid-Cap Blend Investment Style 10/26/2000 8.33% -0.05% 30.62% -14.17% -4.00% 4.15% 3.98% 42.00%
Analyst Growth Strategy 09/07/2000 5.65% 3.10% 32.90% -8.39% -4.61% 7.03% 7.82% 29.42%
REITs Sector/Industry 04/05/2000 10.46% 2.37% 23.26% -11.58% -4.86% 5.37% 7.45% 42.92%
Small-Cap ETF Market Index 12/10/2001 8.55% 1.12% 35.09% -10.69% -5.21% 4.53% 5.61% 38.45%
Dividend Yield Fundamental 09/22/2008 5.75% 0.64% 17.19% -13.43% -5.27% 4.02% 5.43% 34.72%
Industrial-Office REIT Sector/Industry 11/09/2000 8.06% 3.09% 15.08% -14.86% -5.41% 1.25% 7.39% 44.04%
Transport Sector/Industry 04/05/2000 8.15% 3.04% 24.39% -9.98% -5.81% 2.94% 5.74% 36.41%
Consumer Staples 5 Sector/Industry 03/11/2001 6.94% -1.82% 8.50% -12.64% -6.52% -0.12% 3.95% 30.16%
Folio 30 Market Index 04/05/2000 6.41% -1.48% 15.88% -13.00% -6.54% 6.73% 9.00% 31.45%
Utility Sector/Industry 04/05/2000 7.72% -2.15% 14.24% -15.05% -7.87% 1.92% 5.87% 37.25%
Residential REIT Sector/Industry 11/09/2000 12.94% 4.68% 27.16% -16.99% -8.06% 4.94% 11.24% 44.75%
Price-to-Sales Fundamental 09/22/2008 5.21% 0.66% 19.35% -15.26% -8.61% 3.30% 3.97% 36.70%
Bear Market 1X Strategy 02/21/2008 -9.93% -1.98% -21.37% -3.49% -8.80% -7.30% -7.82% 28.08%
Large-Cap Value Investment Style 04/05/2000 2.53% -1.13% 23.85% -19.44% -10.44% -4.68% -0.29% 36.22%
Wine Beer and Spirits Sector/Industry 06/06/2003 12.18% -0.48% 18.32% -14.70% -11.11% -1.77% 1.84% 29.05%
Military Procurement Strategy 06/06/2003 13.23% -3.36% 14.60% -17.57% -11.55% 3.76% 8.90% 39.68%
Dogs of the Dow Strategy 04/05/2000 7.67% -1.74% 16.04% -15.33% -12.08% 2.70% 7.35% 35.12%
Small-Cap Blend Investment Style 10/26/2000 9.42% 1.48% 23.97% -22.32% -12.73% -1.75% 3.09% 45.47%
Value ETF Investment Style 12/10/2001 7.68% -0.92% 23.02% -18.89% -12.89% 0.23% 3.77% 37.67%
Small-Cap Growth Investment Style 04/05/2000 4.90% 6.33% 38.76% -16.76% -13.23% -0.77% 2.17% 45.36%
Moderate Investment Style 04/05/2000 8.35% -3.20% 26.27% -22.09% -14.10% -4.77% 1.15% 43.56%
Financial Sector/Industry 04/05/2000 2.75% 0.05% 19.95% -20.71% -14.36% -2.65% 0.83% 41.18%
High Income Investment Style 09/07/2000 9.09% 0.74% 30.66% -21.98% -14.58% 0.27% 5.50% 41.46%
Price-to-Book Fundamental 09/22/2008 3.05% -1.13% 17.40% -22.87% -15.47% -1.49% 1.03% 39.04%
Australia and New Zealand Geographic 07/18/2007 -5.93% 2.22% 29.15% -17.64% -15.85% -7.30% -6.26% 33.97%
Telecomms Sector/Industry 04/05/2000 -1.87% 0.73% 14.58% -17.08% -16.31% -5.53% -2.74% 31.56%
Mid-Cap Value Investment Style 04/05/2000 8.14% 1.42% 36.62% -25.03% -18.45% -1.94% 0.49% 46.02%
Bear Market 1.5X Strategy 02/21/2008 -18.26% -4.03% -32.45% -12.14% -21.10% -16.23% -15.84% 44.09%
Small-Cap Value Investment Style 04/05/2000 8.11% 5.67% 41.65% -24.70% -22.27% -2.12% 2.96% 44.45%
Analyst Upgrades Strategy 09/07/2000 8.36% 0.20% 14.41% -23.87% -24.96% -4.89% 0.41% 32.47%
Banks Sector/Industry 04/05/2000 3.30% 0.56% 18.53% -33.34% -26.36% -8.52% -3.66% 44.83%
Aerospace Sector/Industry 04/05/2000 14.04% -4.15% 18.17% -28.40% -26.80% 2.67% 6.85% 46.28%
Retail REIT Sector/Industry 11/09/2000 8.68% 8.39% 35.45% -36.77% -30.93% -10.60% -6.36% 63.39%
Energy Sector/Industry 04/05/2000 5.08% -3.67% 26.94% -35.42% -33.77% -9.03% -6.90% 52.76%
Bear Market 2X Strategy 02/21/2008 -28.34% -6.81% -47.27% -23.53% -35.75% -26.94% -25.60% 67.99%
Latin America Geographic 04/05/2000 7.52% 6.87% 26.42% -40.76% -37.34% -9.87% -0.80% 53.88%

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