Last Updated: December 11, 2018

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 6.02% -1.77% -6.92% 29.62% 29.29% 14.11% 6.25% 15.74%
Healthcare Sector/Industry 04/05/2000 9.79% -2.40% -1.04% 12.74% 12.21% 7.27% 10.58% 15.41%
Conservative Investment Style 04/05/2000 11.07% -3.15% -7.32% 10.20% 10.77% 16.74% 12.84% 13.34%
Biotechnology Sector/Industry 04/05/2000 10.25% -3.12% -11.47% 5.40% 7.01% 3.72% 13.90% 26.41%
REITs Sector/Industry 04/05/2000 11.06% 3.62% 2.95% 6.77% 6.63% 8.64% 11.64% 14.61%
Mid-Cap Growth Investment Style 04/05/2000 7.83% -5.30% -17.04% 3.10% 6.05% 12.18% 8.68% 18.93%
Residential REIT Sector/Industry 11/09/2000 13.83% 2.30% 0.00% 6.61% 5.53% 15.20% 17.42% 15.11%
Folio 100 Market Index 04/05/2000 4.01% -4.24% -10.30% 4.84% 5.04% 14.19% 14.65% 20.80%
Internet Sector/Industry 04/05/2000 1.55% 0.65% -9.95% 3.31% 4.07% 14.56% 10.15% 22.50%
Aerospace Sector/Industry 04/05/2000 16.00% -8.38% -10.83% 0.56% 3.68% 17.34% 13.96% 18.36%
Utility 5 Sector/Industry 03/11/2001 7.59% 3.77% 7.60% 7.61% 3.41% 11.86% 8.64% 13.26%
High Income Investment Style 09/07/2000 10.33% -1.97% -3.57% 1.47% 3.19% 13.27% 7.26% 10.85%
Dogs of the Dow Strategy 04/05/2000 8.39% -1.86% -1.42% 2.08% 3.11% 13.45% 10.08% 13.89%
Folio 50 Market Index 04/05/2000 3.65% -5.08% -7.55% 2.31% 2.80% 12.81% 11.46% 16.43%
Defensive Strategy Strategy 02/28/2008 10.67% -2.69% -3.69% 2.23% 2.47% 9.00% 10.27% 11.53%
Utility Sector/Industry 04/05/2000 8.60% 2.70% 4.14% 6.44% 2.05% 13.05% 11.02% 12.96%
Folio 30 Market Index 04/05/2000 6.78% -6.06% -5.82% 0.58% 1.97% 14.80% 11.59% 14.87%
Global Geographic 04/05/2000 3.68% -4.10% -6.72% 0.51% 1.85% 10.04% 8.32% 16.11%
BetterInvesting Top 100 Strategy 08/04/2009 13.74% -5.14% -7.01% 0.66% 1.70% 11.72% 10.31% 15.39%
Growth ETF Investment Style 12/10/2001 8.54% -4.92% -12.48% 0.34% 1.18% 10.77% 9.14% 17.03%
Large-Cap ETF Market Index 12/10/2001 7.38% -4.87% -8.43% 0.40% 1.10% 11.71% 10.34% 15.56%
Bear Market 1X Strategy 02/21/2008 -9.89% 4.84% 9.89% 1.41% 0.92% -8.41% -7.87% 11.30%
Analyst Growth Strategy 09/07/2000 5.76% -8.80% -16.97% 0.96% 0.77% 12.76% 10.05% 20.43%
Multi-Sector Sector/Industry 04/05/2000 5.37% -3.88% -6.03% -0.47% 0.74% 12.65% 8.39% 15.62%
Small-Cap Value Investment Style 04/05/2000 9.78% -6.90% -15.56% -0.18% 0.58% 18.31% 9.03% 14.42%
Retail REIT Sector/Industry 11/09/2000 11.77% -0.49% -4.52% -3.35% 0.51% 0.22% 4.43% 18.74%
VizMetrics Permanent Plus Strategy 4.49% 0.87% -2.00% -1.56% 0.34% 6.31% - 7.18%
Municipal Bond Bond 01/15/2001 4.13% 1.56% 0.61% -0.03% 0.33% 1.54% 3.12% 2.12%
Technology Sector/Industry 04/05/2000 1.44% -2.49% -9.00% 0.04% 0.19% 14.66% 10.69% 19.33%
FFCM ETF Absolute Return Strategy 02/08/2013 1.99% -1.23% -2.68% -0.17% 0.11% 3.30% 1.96% 4.85%
European Oil and Gas Geographic 11/18/2008 4.95% -6.34% -8.96% -3.27% 0.06% 14.35% 2.50% 19.55%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 2.72% 0.68% -0.70% -0.70% -0.23% 2.58% 2.06% 2.70%
High-Yield Bond Bond 09/07/2000 4.11% -1.10% -1.98% -0.81% -0.50% 6.56% 2.97% 3.67%
Internet 5 Sector/Industry 03/11/2001 14.77% -0.79% -8.74% 0.25% -0.53% 19.22% 14.82% 27.20%
Target 2010 Conservative Target Date 12/21/2007 3.55% -0.57% -2.51% -1.43% -0.53% 4.50% 2.94% 4.94%
Government Bond Bond 09/07/2000 4.06% 2.05% 0.75% -0.83% -0.69% 0.91% 2.21% 3.43%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.31% 0.97% -0.52% -1.00% -0.74% 2.41% 2.93% 2.54%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 3.43% 0.51% -1.56% -1.70% -0.80% 3.86% 2.79% 4.64%
Bear Market 1.5X Strategy 02/21/2008 -17.68% 7.34% 14.72% 0.10% -0.89% -15.11% -14.17% 19.01%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.23% 0.05% -1.99% -1.29% -0.91% 3.74% 4.06% 4.18%
Basic Med-term Conserv Asset Allocation 10/07/2005 5.76% -0.61% -3.07% -1.37% -0.93% 4.64% 4.76% 5.46%
Short-term Moderate Asset Allocation 08/24/2012 3.11% -0.17% -3.07% -1.74% -1.02% 4.00% 3.62% 4.75%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 4.23% -0.05% -2.60% -2.02% -1.05% 4.80% 3.31% 6.18%
Low Volatility ETF Strategy 02/26/2008 4.16% -1.11% -2.78% -1.82% -1.08% 3.63% 3.00% 5.04%
Bond ETF Bond 07/31/2002 4.27% 1.47% 0.38% -1.37% -1.10% 1.90% 2.60% 2.78%
Medium-term Moderate Asset Allocation 08/24/2012 4.24% -1.23% -5.02% -2.36% -1.10% 6.61% 4.69% 8.25%
Low Volatility Strategy 02/26/2008 4.34% -1.10% -2.46% -1.37% -1.14% 3.69% 2.88% 4.31%
Basic Short-term Mod Asset Allocation 10/07/2005 4.65% 0.33% -1.47% -1.50% -1.15% 3.07% 3.31% 3.22%
Short-term Aggressive Asset Allocation 08/24/2012 3.56% -0.26% -3.32% -2.04% -1.17% 4.95% 4.26% 5.60%
Basic Med-term Aggress Asset Allocation 10/07/2005 6.92% -2.19% -5.55% -1.81% -1.19% 6.87% 6.57% 9.30%
Long-term Aggressive Asset Allocation 08/24/2012 7.65% -1.63% -6.18% -2.59% -1.19% 9.87% 8.40% 12.90%
Basic Med-term Mod Asset Allocation 10/07/2005 6.26% -1.20% -4.01% -1.74% -1.20% 5.47% 5.50% 7.15%
Long-term Conservative Asset Allocation 08/24/2012 4.59% -1.23% -5.23% -2.58% -1.23% 7.04% 5.14% 8.95%
Medium-term Conservative Asset Allocation 08/24/2012 3.87% -0.62% -3.96% -2.32% -1.33% 5.37% 4.48% 6.48%
Target 2015 Conservative Target Date 12/21/2007 3.04% -0.82% -3.63% -2.39% -1.34% 5.08% 2.87% 6.12%
Short-term Conservative Asset Allocation 08/24/2012 2.24% 0.61% -1.81% -1.96% -1.34% 2.80% 2.94% 3.77%
Basic Long-term Mod Asset Allocation 10/07/2005 6.92% -2.18% -5.63% -2.00% -1.38% 6.76% 6.48% 9.27%
MarketGlide 2010 Strategy 08/12/2009 5.93% -1.54% -4.20% -2.15% -1.43% 4.72% 3.92% 5.48%
Basic Long-term Aggress Asset Allocation 10/07/2005 7.43% -3.10% -6.94% -2.18% -1.44% 8.20% 7.68% 11.82%
MarketGlide 2015 Strategy 08/12/2009 6.50% -1.83% -4.72% -2.28% -1.54% 5.12% 4.23% 6.05%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.48% -1.90% -5.15% -2.19% -1.60% 6.09% 5.73% 8.11%
Sector ETF Sector/Industry 12/10/2001 7.47% -4.25% -7.88% -2.35% -1.62% 9.83% 8.63% 13.41%
Analyst Selections Strategy 09/07/2000 3.06% -4.58% -9.15% -1.47% -1.64% 9.09% 9.13% 17.40%
MarketGlide 2020 Strategy 08/12/2009 7.22% -2.25% -5.43% -2.47% -1.65% 5.77% 4.71% 7.01%
Large-Cap Blend Investment Style 10/26/2000 5.56% -4.54% -7.50% -2.01% -1.67% 11.47% 8.91% 15.03%
Medium-term Aggressive Asset Allocation 08/24/2012 4.82% -1.52% -5.84% -3.33% -1.79% 7.60% 5.29% 10.08%
Target 2020 Conservative Target Date 12/21/2007 3.08% -1.08% -4.31% -3.04% -1.81% 5.13% 2.92% 6.69%
Large-Cap Growth Investment Style 04/05/2000 2.82% -6.22% -14.46% -2.33% -1.87% 9.68% 8.98% 17.16%
MarketGlide 2025 Strategy 08/12/2009 7.95% -2.75% -6.30% -2.78% -1.88% 6.57% 5.26% 8.27%
Target 2025 Conservative Target Date 12/21/2007 3.43% -1.17% -4.51% -3.21% -1.94% 5.28% 3.16% 7.00%
Target 2010 Moderate Target Date 12/21/2007 3.26% -1.26% -4.79% -3.29% -2.05% 5.22% 3.10% 6.68%
Small-Cap ETF Market Index 12/10/2001 8.91% -5.89% -14.09% -3.32% -2.08% 10.40% 7.65% 15.58%
Long-term Moderate Asset Allocation 08/24/2012 4.81% -1.52% -5.90% -3.68% -2.08% 7.78% 5.35% 10.38%
MarketGlide 2030 Strategy 08/12/2009 8.54% -3.28% -7.20% -3.19% -2.24% 7.29% 5.73% 9.67%
CWM Global Market Strategy 07/28/2014 3.14% -1.60% -3.97% -3.14% -2.28% 5.25% - 7.07%
Target 2030 Conservative Target Date 12/21/2007 3.44% -1.49% -5.34% -3.71% -2.31% 5.81% 3.68% 7.91%
Price-to-Sales Fundamental 09/22/2008 5.97% -5.64% -6.50% -3.99% -2.37% 9.71% 5.98% 14.56%
Target 2015 Moderate Target Date 12/21/2007 3.23% -1.50% -5.67% -3.76% -2.39% 5.48% 3.19% 7.32%
MarketGlide 2035 Strategy 08/12/2009 9.01% -3.69% -7.90% -3.44% -2.39% 7.95% 6.19% 10.87%
Target 2045 Conservative Target Date 12/21/2007 4.22% -2.04% -6.92% -3.85% -2.40% 7.83% 5.35% 10.37%
Target 2050 Conservative Target Date 07/14/2010 6.25% -2.12% -7.17% -3.86% -2.40% 8.26% 5.64% 10.86%
Target 2035 Conservative Target Date 12/21/2007 3.57% -1.72% -5.93% -3.82% -2.41% 6.24% 4.10% 8.37%
Target 2010 Aggressive Target Date 12/21/2007 2.87% -1.72% -5.94% -3.84% -2.43% 6.20% 4.07% 8.37%
MarketGlide 2040 Strategy 08/12/2009 9.32% -3.98% -8.38% -3.56% -2.47% 8.41% 6.48% 11.76%
Target 2040 Conservative Target Date 12/21/2007 3.81% -1.76% -6.23% -3.90% -2.48% 6.75% 4.50% 9.01%
MarketGlide 2045 Strategy 08/12/2009 9.56% -4.16% -8.67% -3.60% -2.48% 8.74% 6.73% 12.33%
Corporate Bond Bond 09/07/2000 4.06% 0.46% -0.78% -2.94% -2.50% 2.44% 2.73% 2.98%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 4.37% -0.70% -2.17% -3.95% -2.54% 5.06% 3.31% 6.05%
MarketGlide 2050 Strategy 08/12/2009 9.66% -4.26% -8.86% -3.72% -2.58% 8.86% 6.84% 12.69%
Target 2015 Aggressive Target Date 12/21/2007 2.81% -1.81% -6.14% -4.21% -2.64% 6.61% 4.10% 9.20%
Target 2055 Conservative Target Date 07/14/2010 6.20% -2.11% -7.22% -4.17% -2.64% 8.45% 5.68% 11.18%
Target 2060 Conservative Target Date 07/14/2010 6.20% -2.11% -7.22% -4.17% -2.64% 8.45% 5.68% 11.18%
Dividend Yield Fundamental 09/22/2008 6.15% -4.34% -5.88% -4.13% -2.68% 9.87% 5.84% 13.39%
Target 2020 Moderate Target Date 12/21/2007 3.40% -1.87% -6.32% -4.37% -2.75% 6.22% 3.96% 8.68%
Target 2025 Moderate Target Date 12/21/2007 3.49% -2.07% -6.75% -4.80% -3.05% 6.97% 4.28% 9.81%
Target 2040 Moderate Target Date 12/21/2007 3.85% -2.46% -7.25% -5.04% -3.18% 9.08% 5.33% 12.32%
Target 2030 Aggressive Target Date 12/21/2007 4.08% -2.46% -7.25% -5.04% -3.19% 9.08% 5.93% 12.32%
MyPlanIQ SAA Growth Investment Style 08/12/2010 5.05% -0.66% -2.36% -5.00% -3.19% 6.10% 3.60% 7.79%
Transport Sector/Industry 04/05/2000 8.66% -5.86% -13.84% -5.51% -3.23% 11.06% 8.38% 18.70%
Target 2025 Aggressive Target Date 12/21/2007 3.63% -2.35% -6.91% -5.08% -3.23% 8.25% 5.17% 11.62%
Target 2035 Moderate Target Date 12/21/2007 3.73% -2.35% -6.86% -5.12% -3.25% 8.25% 5.12% 11.62%
Target 2020 Aggressive Target Date 12/21/2007 3.08% -2.12% -6.86% -5.20% -3.39% 7.27% 4.52% 10.47%
Target 2030 Moderate Target Date 12/21/2007 3.49% -2.12% -6.85% -5.22% -3.40% 7.29% 4.49% 10.47%
Bear Market 2X Strategy 02/21/2008 -27.17% 11.57% 23.05% -1.86% -3.47% -23.75% -22.05% 30.98%
Aggressive Investment Style 04/05/2000 5.86% -7.12% -11.92% -4.77% -3.49% 13.64% 8.98% 17.42%
Mid-Cap Blend Investment Style 10/26/2000 8.65% -2.77% -12.04% -4.50% -3.62% 7.88% 8.20% 15.09%
Target 2035 Aggressive Target Date 12/21/2007 3.99% -2.56% -7.16% -5.54% -3.69% 9.25% 5.88% 12.73%
Target 2050 Aggressive Target Date 07/14/2010 6.54% -2.73% -6.98% -5.73% -3.71% 9.90% 5.73% 13.68%
Target 2055 Aggressive Target Date 07/14/2010 6.55% -2.73% -6.99% -5.73% -3.71% 9.90% 5.75% 13.68%
Target 2060 Aggressive Target Date 07/14/2010 6.55% -2.73% -6.99% -5.73% -3.71% 9.90% 5.75% 13.68%
Target 2040 Aggressive Target Date 12/21/2007 4.00% -2.72% -7.37% -5.64% -3.72% 9.34% 5.74% 12.87%
Target 2045 Moderate Target Date 12/21/2007 4.08% -2.72% -7.37% -5.64% -3.72% 9.34% 5.84% 12.87%
Target 2050 Moderate Target Date 07/14/2010 7.11% -2.63% -7.22% -5.60% -3.72% 9.44% 6.18% 13.06%
Value ETF Investment Style 12/10/2001 8.67% -5.57% -9.65% -4.82% -3.85% 9.90% 8.38% 13.76%
Target 2045 Aggressive Target Date 12/21/2007 4.11% -2.73% -7.28% -5.83% -3.89% 9.54% 5.70% 13.35%
Target 2055 Moderate Target Date 07/14/2010 6.72% -2.74% -7.27% -5.83% -3.90% 9.54% 5.80% 13.35%
Target 2060 Moderate Target Date 07/14/2010 6.56% -2.74% -7.27% -5.83% -3.90% 9.54% 5.80% 13.35%
Small-Cap Blend Investment Style 10/26/2000 10.76% -7.51% -14.92% -3.62% -4.09% 11.46% 7.70% 16.39%
Military Procurement Strategy 06/06/2003 14.43% -8.34% -12.86% -5.53% -4.27% 13.61% 14.85% 15.36%
Energy Sector/Industry 04/05/2000 7.42% -7.77% -14.82% -8.86% -4.46% 8.67% -1.35% 19.42%
Global Bond Bond 09/07/2000 6.56% 0.47% 0.03% -5.69% -4.88% 3.44% 2.56% 4.81%
Industrial-Office REIT Sector/Industry 11/09/2000 8.46% -0.90% -4.98% -4.85% -5.04% 9.44% 9.61% 15.82%
Basic Materials Sector/Industry 04/05/2000 8.52% -5.28% -9.55% -8.82% -5.15% 13.74% 4.24% 18.22%
Precious Metals Sector/Industry 06/25/2009 -0.59% -1.05% 2.12% -11.06% -5.58% 1.31% -6.23% 12.92%
Global ETF Geographic 12/10/2001 7.52% -4.19% -7.63% -7.27% -5.95% 8.20% 5.17% 14.45%
Top Ten Buys Strategy 03/11/2001 6.17% -7.07% -10.98% -7.18% -6.08% 2.50% 2.31% 18.85%
Consumer Staples 5 Sector/Industry 03/11/2001 7.26% -1.46% 3.74% -7.35% -6.22% 3.73% 4.92% 14.50%
Small-Cap Growth Investment Style 04/05/2000 5.56% -7.93% -20.82% -9.00% -6.30% 9.01% 5.73% 19.55%
Consumer Staples Sector/Industry 04/05/2000 10.08% -4.12% -3.32% -7.54% -6.78% 5.51% 7.33% 12.35%
BRIC Geographic 09/15/2008 3.06% -0.26% 0.34% -9.75% -7.54% 12.38% 3.08% 22.26%
Moderate Investment Style 04/05/2000 9.61% -5.01% -11.66% -8.67% -7.57% 8.96% 7.57% 16.91%
Foreign Small Cap Geographic 09/15/2008 9.49% -3.24% 6.75% -11.59% -7.67% 19.69% 10.22% 22.33%
Analyst Upgrades Strategy 09/07/2000 10.13% -7.00% -12.10% -8.70% -7.97% 8.37% 7.39% 15.41%
Price-to-Book Fundamental 09/22/2008 4.15% -6.28% -8.83% -9.48% -8.04% 7.52% 4.06% 14.85%
Telecomms Sector/Industry 04/05/2000 -1.23% -1.11% 0.94% -9.93% -8.22% 5.91% 2.05% 14.13%
Emerging Markets 50 Geographic 09/15/2008 2.86% -1.59% -4.36% -10.90% -9.03% 11.65% 3.09% 20.26%
Africa Geographic 04/05/2000 8.21% -2.05% -1.30% -18.47% -9.71% 11.89% -2.01% 22.75%
International 100 Geographic 11/19/2008 6.88% -5.30% -7.16% -12.12% -10.46% 4.19% 0.74% 14.75%
Tiny Titans 101 Strategy 10/19/2010 2.77% -11.90% -21.57% -14.59% -10.55% 9.34% 8.40% 18.99%
Zacks Momentum Anomaly Strategy 10/31/2011 18.82% -12.02% -9.57% -9.43% -10.56% 13.27% 11.20% 22.95%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.86% -6.52% -10.44% -13.66% -10.87% 4.14% 5.38% 13.03%
Developed Markets 100 Geographic 09/15/2008 2.44% -6.21% -7.87% -12.55% -10.93% 2.75% 0.30% 14.06%
Europe 100 Geographic 11/17/2008 6.21% -6.44% -8.23% -12.67% -11.13% 2.57% 0.12% 14.13%
Mid-Cap Value Investment Style 04/05/2000 9.14% -6.63% -12.87% -14.25% -11.32% 8.85% 4.39% 16.00%
Zacks Value Anomaly Strategy 10/31/2011 7.64% -8.70% -16.20% -13.99% -11.57% 5.50% -0.17% 19.80%
International Geographic 04/05/2000 2.94% -3.71% -7.37% -11.93% -11.82% 5.64% 4.30% 14.36%
Japan Geographic 11/21/2000 1.07% -3.68% -4.24% -12.60% -12.45% 4.07% 3.40% 15.23%
International Telecom 35 Geographic 11/17/2008 4.54% -0.30% 1.60% -13.87% -12.58% 1.82% -1.18% 14.31%
Personal Finance Growth Strategy 08/08/2011 7.51% -6.84% -13.87% -13.57% -12.84% 5.00% 3.94% 17.34%
Latin America Geographic 04/05/2000 10.36% -3.86% 8.46% -15.56% -12.94% 18.96% 6.81% 25.20%
China Select Geographic 09/28/2008 7.58% 1.21% -7.97% -15.83% -13.26% 7.07% 5.07% 24.69%
Financial Sector/Industry 04/05/2000 3.23% -6.66% -8.47% -14.53% -13.64% 6.62% 4.75% 15.04%
Large-Cap Value Investment Style 04/05/2000 2.93% -7.01% -10.61% -15.09% -13.75% 2.45% 5.02% 15.30%
Western Pacific Rim Geographic 08/06/2009 8.88% -4.96% -10.94% -18.59% -15.40% 9.27% 3.43% 15.25%
Euroland Geographic 11/18/2008 4.59% -6.74% -10.67% -15.45% -15.80% 2.27% -0.52% 16.39%
Banks Sector/Industry 04/05/2000 4.64% -9.39% -11.87% -17.47% -15.94% 5.43% 2.72% 15.64%
Australia and New Zealand Geographic 07/18/2007 -5.89% -8.35% -12.43% -19.93% -16.69% -1.13% -6.05% 18.33%
Asia Geographic 04/05/2000 2.36% -2.75% -9.22% -19.88% -17.87% 5.09% 3.94% 15.08%
Zacks Analyst Anomaly Strategy 10/31/2011 8.56% -3.37% -16.29% -22.55% -24.12% -0.18% -1.30% 21.02%
Zacks Multi-Anomaly Strategy 10/31/2011 -4.51% -9.96% -18.59% -27.71% -24.50% -13.66% -16.23% 22.23%
Construction Sector/Industry 04/05/2000 7.99% -8.21% -19.19% -26.93% -25.80% 4.66% 6.14% 18.45%
Zacks Small Cap Anomaly Strategy 10/31/2011 1.92% -10.72% -29.07% -32.25% -31.42% -5.15% -8.55% 22.38%

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