Last Updated: January 17, 2020

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Folio 100 Market Index 04/05/2000 5.55% 7.52% 16.42% 5.73% 39.42% 23.29% 18.53% 16.10%
Large-Cap Growth Investment Style 04/05/2000 4.33% 5.99% 12.67% 3.91% 34.59% 19.48% 12.81% 12.17%
Internet 5 Sector/Industry 03/11/2001 15.89% 8.36% 15.94% 6.86% 34.36% 25.23% 22.72% 19.63%
Construction Sector/Industry 04/05/2000 9.39% 3.26% 6.15% 2.56% 33.90% 10.07% 12.65% 14.04%
Internet Sector/Industry 04/05/2000 3.04% 12.16% 14.33% 10.51% 33.04% 23.27% 17.05% 19.45%
Zacks Momentum Anomaly Strategy 10/31/2011 20.36% -2.27% 10.84% -1.02% 32.34% 16.40% 13.37% 19.60%
Defensive Strategy Strategy 02/28/2008 12.06% 4.18% 8.62% 2.79% 31.94% 14.31% 11.54% 9.24%
Military Procurement Strategy 06/06/2003 15.35% 7.39% 13.78% 6.09% 31.91% 15.67% 15.96% 14.54%
Aerospace Sector/Industry 04/05/2000 16.65% 5.12% 8.24% 5.60% 31.22% 20.37% 17.06% 14.50%
Growth ETF Investment Style 12/10/2001 9.72% 5.99% 12.22% 4.40% 31.02% 17.38% 12.63% 13.52%
Folio 50 Market Index 04/05/2000 4.80% 4.92% 12.24% 3.55% 29.45% 16.83% 14.39% 12.67%
Technology Sector/Industry 04/05/2000 2.72% 6.13% 11.55% 4.94% 29.29% 19.49% 14.04% 14.96%
Consumer Staples 5 Sector/Industry 03/11/2001 7.99% 2.92% 3.59% 1.85% 29.04% 9.44% 6.62% 12.51%
Aggressive Investment Style 04/05/2000 7.01% 4.44% 13.45% 3.41% 28.87% 16.77% 13.37% 14.33%
Large-Cap ETF Market Index 12/10/2001 8.44% 4.59% 11.70% 3.32% 28.85% 16.11% 12.79% 11.78%
Multi-Sector Sector/Industry 04/05/2000 6.44% 4.79% 12.63% 3.55% 28.43% 17.18% 12.16% 11.54%
Global Geographic 04/05/2000 4.80% 3.95% 11.29% 2.85% 28.13% 16.55% 11.19% 11.53%
Industrial-Office REIT Sector/Industry 11/09/2000 9.30% 5.91% 7.40% 2.29% 28.02% 9.64% 9.03% 12.90%
BetterInvesting Top 100 Strategy 08/04/2009 14.78% 4.04% 10.86% 3.13% 26.29% 14.59% 12.29% 12.05%
Large-Cap Blend Investment Style 10/26/2000 6.53% 3.96% 8.43% 2.81% 26.28% 13.98% 11.91% 11.59%
Utility 5 Sector/Industry 03/11/2001 8.18% 4.67% 5.53% 3.43% 25.92% 13.23% 8.61% 11.56%
Residential REIT Sector/Industry 11/09/2000 14.50% 4.62% 0.86% 2.18% 25.91% 15.97% 15.11% 12.10%
Long-term Aggressive Asset Allocation 08/24/2012 9.88% 4.52% 8.72% 3.04% 25.40% 12.97% 9.34% 9.35%
Top Ten Buys Strategy 03/11/2001 7.01% 2.86% 11.92% 1.56% 25.20% 6.17% 3.24% 11.76%
Biotechnology Sector/Industry 04/05/2000 11.21% -1.30% 23.88% -0.49% 25.18% 18.08% 8.87% 20.60%
REITs Sector/Industry 04/05/2000 11.53% 6.19% 1.10% 2.36% 24.83% 12.32% 8.61% 11.86%
VizMetrics Permanent Plus Strategy 8.54% 4.11% 5.75% 3.12% 24.62% 12.22% 7.69% 6.96%
Consumer Staples Sector/Industry 04/05/2000 10.55% 4.43% 7.19% 1.64% 24.60% 9.20% 8.18% 10.70%
Foreign Small Cap Geographic 09/15/2008 11.36% 9.84% 24.08% 4.83% 24.21% 18.74% 16.38% 20.86%
Mid-Cap Blend Investment Style 10/26/2000 9.53% 3.01% 10.10% 2.34% 23.80% 11.24% 9.89% 13.40%
Mid-Cap Growth Investment Style 04/05/2000 8.66% 5.31% 8.30% 3.69% 23.77% 18.49% 13.25% 14.06%
Personal Finance Growth Strategy 08/08/2011 9.13% 2.70% 11.56% 1.58% 23.75% 6.28% 5.93% 16.33%
MarketGlide 2050 Strategy 08/12/2009 10.97% 3.94% 10.00% 2.79% 23.70% 12.67% 9.84% 9.91%
Healthcare Sector/Industry 04/05/2000 10.33% 2.96% 14.25% 2.17% 23.66% 16.54% 8.55% 12.40%
MarketGlide 2045 Strategy 08/12/2009 10.85% 3.88% 9.83% 2.74% 23.37% 12.49% 9.69% 9.62%
Utility Sector/Industry 04/05/2000 8.97% 4.70% 6.31% 3.13% 23.26% 11.15% 7.81% 10.13%
Sector ETF Sector/Industry 12/10/2001 8.23% 3.70% 9.05% 2.26% 23.17% 11.01% 9.68% 10.72%
High Income Investment Style 09/07/2000 10.85% 3.46% 9.17% 2.26% 22.86% 11.35% 9.97% 9.69%
Africa Geographic 04/05/2000 9.22% 3.93% 10.10% 0.08% 22.79% 7.60% 3.72% 17.46%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.42% 3.73% 7.55% 2.37% 22.77% 11.53% 8.94% 9.33%
MarketGlide 2040 Strategy 08/12/2009 10.58% 3.76% 9.48% 2.65% 22.73% 12.07% 9.36% 9.16%
Dividend Yield Fundamental 09/22/2008 7.49% 2.48% 8.93% 1.52% 22.60% 11.68% 9.04% 10.44%
International Geographic 04/05/2000 3.93% 3.21% 12.35% 1.98% 22.56% 11.94% 7.67% 11.40%
Basic Materials Sector/Industry 04/05/2000 9.32% 1.90% 10.26% 0.89% 22.38% 12.84% 9.97% 14.35%
Global ETF Geographic 12/10/2001 8.36% 3.26% 9.73% 2.39% 22.05% 12.24% 8.81% 11.04%
MarketGlide 2035 Strategy 08/12/2009 10.21% 3.56% 8.94% 2.52% 21.76% 11.49% 8.91% 8.45%
China Select Geographic 09/28/2008 8.95% 9.99% 20.01% 7.55% 21.64% 13.37% 8.29% 22.28%
Target 2055 Conservative Target Date 07/14/2010 7.72% 2.93% 7.59% 1.97% 20.87% 10.18% 8.25% 8.72%
Target 2060 Conservative Target Date 07/14/2010 7.72% 2.93% 7.59% 1.97% 20.87% 10.18% 8.25% 8.72%
Precious Metals Sector/Industry 06/25/2009 1.70% 7.20% 7.25% 3.14% 20.81% 3.79% -0.27% 14.75%
Transport Sector/Industry 04/05/2000 9.13% 3.68% 9.78% 3.85% 20.58% 10.03% 7.24% 16.06%
Target 2050 Conservative Target Date 07/14/2010 7.72% 2.84% 7.36% 1.90% 20.53% 9.99% 8.15% 8.50%
MarketGlide 2030 Strategy 08/12/2009 9.67% 3.31% 8.23% 2.33% 20.52% 10.70% 8.28% 7.48%
Target 2050 Moderate Target Date 07/14/2010 8.56% 3.21% 8.45% 1.85% 20.46% 10.04% 8.00% 10.43%
Folio 30 Market Index 04/05/2000 7.40% 2.10% 8.18% 1.66% 20.44% 15.68% 12.99% 10.59%
Conservative Investment Style 04/05/2000 11.49% 5.23% 6.79% 2.76% 20.44% 18.88% 15.13% 9.37%
Target 2055 Aggressive Target Date 07/14/2010 8.10% 3.50% 8.96% 1.90% 20.43% 10.19% 8.00% 10.99%
Target 2060 Aggressive Target Date 07/14/2010 8.10% 3.50% 8.96% 1.90% 20.43% 10.19% 8.00% 10.99%
Target 2050 Aggressive Target Date 07/14/2010 8.09% 3.50% 8.96% 1.90% 20.42% 10.19% 8.00% 10.99%
Mid-Cap Value Investment Style 04/05/2000 9.94% 2.04% 10.54% 0.58% 20.34% 9.37% 7.27% 14.51%
Small-Cap ETF Market Index 12/10/2001 9.59% 3.40% 10.02% 2.40% 20.32% 11.25% 9.97% 13.96%
Target 2055 Moderate Target Date 07/14/2010 8.22% 3.23% 8.69% 1.86% 20.27% 10.05% 7.98% 10.69%
Target 2045 Aggressive Target Date 12/21/2007 5.49% 3.24% 8.70% 1.86% 20.26% 10.05% 7.98% 10.69%
Target 2060 Moderate Target Date 07/14/2010 8.07% 3.23% 8.69% 1.86% 20.26% 10.05% 7.98% 10.69%
Target 2030 Aggressive Target Date 12/21/2007 5.43% 3.06% 8.23% 1.85% 20.16% 9.93% 7.85% 9.76%
Target 2040 Moderate Target Date 12/21/2007 5.22% 3.06% 8.23% 1.85% 20.16% 9.93% 7.85% 9.76%
Target 2035 Aggressive Target Date 12/21/2007 5.36% 3.05% 8.29% 1.82% 20.15% 9.91% 7.90% 10.15%
Target 2040 Aggressive Target Date 12/21/2007 5.37% 3.04% 8.39% 1.78% 20.05% 9.85% 7.83% 10.31%
Target 2045 Moderate Target Date 12/21/2007 5.44% 3.04% 8.39% 1.78% 20.05% 9.85% 7.83% 10.31%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.78% 3.06% 6.30% 2.03% 19.85% 9.99% 7.75% 7.28%
Long-term Moderate Asset Allocation 08/24/2012 6.77% 3.20% 6.84% 2.11% 19.82% 9.63% 6.77% 7.60%
Basic Long-term Mod Asset Allocation 10/07/2005 7.77% 3.04% 6.22% 2.01% 19.73% 9.85% 7.64% 7.30%
Value ETF Investment Style 12/10/2001 9.22% 2.38% 8.87% 1.46% 19.41% 9.51% 9.37% 11.93%
Target 2045 Conservative Target Date 12/21/2007 5.46% 2.66% 7.00% 1.80% 19.36% 9.42% 7.67% 8.11%
Medium-term Aggressive Asset Allocation 08/24/2012 6.71% 3.10% 6.65% 2.03% 19.32% 9.39% 6.65% 7.43%
MarketGlide 2025 Strategy 08/12/2009 9.01% 2.99% 7.33% 2.12% 19.13% 9.92% 7.60% 6.37%
Price-to-Book Fundamental 09/22/2008 5.67% 1.80% 9.07% 1.21% 18.79% 9.48% 8.23% 12.21%
Emerging Markets 50 Geographic 09/15/2008 4.67% 3.59% 15.12% 2.50% 18.67% 12.56% 7.46% 17.15%
MyPlanIQ SAA Growth Investment Style 08/12/2010 6.53% 3.54% 5.22% 1.74% 18.54% 8.75% 5.89% 5.86%
Long-term Conservative Asset Allocation 08/24/2012 6.39% 2.89% 5.95% 1.91% 18.49% 9.01% 6.37% 6.60%
Large-Cap Value Investment Style 04/05/2000 3.75% 1.78% 9.13% 0.67% 18.31% 4.76% 5.41% 12.04%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.29% 2.60% 5.82% 1.83% 18.23% 9.14% 7.09% 6.36%
Target 2035 Moderate Target Date 12/21/2007 4.96% 2.79% 7.55% 1.72% 18.15% 8.97% 7.06% 9.06%
Target 2025 Aggressive Target Date 12/21/2007 4.87% 2.79% 7.55% 1.72% 18.14% 8.96% 7.05% 9.06%
Dogs of the Dow Strategy 04/05/2000 8.75% 1.17% 5.90% -0.25% 17.96% 9.42% 10.77% 12.32%
Price-to-Sales Fundamental 09/22/2008 7.05% 1.39% 7.04% 0.93% 17.91% 11.21% 8.81% 11.81%
Europe 100 Geographic 11/17/2008 7.30% 1.58% 7.45% 0.97% 17.82% 7.92% 4.03% 11.05%
International 100 Geographic 11/19/2008 8.05% 1.88% 9.34% 1.40% 17.82% 8.88% 5.09% 11.62%
Moderate Investment Style 04/05/2000 10.11% 4.59% 14.86% 3.43% 17.73% 7.68% 8.58% 16.19%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 5.67% 3.37% 5.81% 2.13% 17.58% 8.80% 5.83% 4.54%
Medium-term Moderate Asset Allocation 08/24/2012 5.98% 2.65% 5.71% 1.75% 17.58% 8.55% 6.13% 6.17%
MarketGlide 2020 Strategy 08/12/2009 8.21% 2.67% 6.49% 1.89% 17.57% 8.97% 6.83% 5.38%
Basic Med-term Mod Asset Allocation 10/07/2005 7.00% 2.51% 4.80% 1.67% 17.19% 8.44% 6.44% 5.58%
BRIC Geographic 09/15/2008 4.84% 5.60% 16.76% 3.50% 17.15% 13.74% 7.87% 18.21%
Developed Markets 100 Geographic 09/15/2008 3.84% 1.21% 7.36% 0.94% 17.13% 7.68% 4.43% 10.62%
Euroland Geographic 11/18/2008 5.75% 0.90% 4.47% 0.54% 17.12% 6.57% 4.06% 13.43%
Analyst Growth Strategy 09/07/2000 6.49% 7.33% 12.91% 4.08% 17.08% 16.63% 11.54% 16.58%
Analyst Selections Strategy 09/07/2000 3.80% 4.43% 13.68% 2.88% 17.00% 12.87% 9.71% 12.93%
Target 2040 Conservative Target Date 12/21/2007 4.91% 2.25% 5.95% 1.50% 16.99% 8.00% 6.55% 7.08%
Target 2030 Moderate Target Date 12/21/2007 4.62% 2.46% 6.73% 1.53% 16.79% 7.95% 6.30% 8.19%
Target 2020 Aggressive Target Date 12/21/2007 4.25% 2.46% 6.73% 1.53% 16.79% 7.93% 6.29% 8.19%
Small-Cap Blend Investment Style 10/26/2000 11.24% 2.79% 13.17% 2.32% 16.72% 10.23% 10.79% 17.16%
Medium-term Conservative Asset Allocation 08/24/2012 5.55% 2.16% 4.52% 1.49% 16.57% 7.66% 5.56% 4.98%
Target 2025 Moderate Target Date 12/21/2007 4.58% 2.25% 6.55% 1.52% 16.26% 7.85% 6.28% 7.64%
MarketGlide 2015 Strategy 08/12/2009 7.44% 2.40% 5.77% 1.70% 16.26% 8.20% 6.18% 4.64%
Zacks Small Cap Anomaly Strategy 10/31/2011 3.07% 9.63% 23.13% 6.78% 16.06% -1.24% -2.09% 21.03%
Short-term Aggressive Asset Allocation 08/24/2012 5.24% 1.97% 4.15% 1.46% 16.05% 7.53% 5.40% 4.41%
CWM Global Market Strategy 07/28/2014 5.58% 2.12% 5.10% 1.48% 15.96% 8.30% 6.14% 5.28%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 5.65% 2.79% 4.43% 1.38% 15.91% 7.59% 5.32% 4.61%
Target 2015 Aggressive Target Date 12/21/2007 3.91% 2.27% 5.95% 1.45% 15.90% 7.54% 6.03% 7.17%
Financial Sector/Industry 04/05/2000 4.06% 1.94% 8.82% 0.75% 15.52% 8.15% 7.63% 12.35%
Small-Cap Growth Investment Style 04/05/2000 6.17% 3.32% 11.44% 3.33% 15.45% 11.64% 8.41% 18.50%
Target 2010 Aggressive Target Date 12/21/2007 3.93% 1.96% 5.65% 1.38% 15.43% 7.35% 6.05% 6.57%
Target 2035 Conservative Target Date 12/21/2007 4.57% 1.96% 5.65% 1.38% 15.43% 7.39% 6.08% 6.57%
MarketGlide 2010 Strategy 08/12/2009 6.85% 2.21% 5.26% 1.57% 15.41% 7.72% 5.78% 4.22%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.42% 2.01% 4.08% 1.45% 15.27% 7.47% 5.72% 4.29%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 4.72% 2.84% 4.61% 1.75% 15.13% 7.41% 4.91% 3.54%
Target 2020 Moderate Target Date 12/21/2007 4.38% 1.90% 5.69% 1.28% 14.96% 7.01% 5.70% 6.84%
Corporate Bond Bond 09/07/2000 4.64% 0.95% 2.13% 0.78% 14.78% 5.82% 4.15% 3.92%
Target 2030 Conservative Target Date 12/21/2007 4.37% 1.85% 5.26% 1.30% 14.35% 6.89% 5.58% 6.13%
Target 2015 Moderate Target Date 12/21/2007 4.17% 1.63% 4.91% 1.12% 14.18% 6.46% 5.37% 5.84%
Target 2010 Moderate Target Date 12/21/2007 4.18% 1.65% 4.70% 1.16% 14.03% 6.54% 5.39% 5.24%
Target 2015 Conservative Target Date 12/21/2007 3.93% 1.71% 4.49% 1.29% 13.68% 6.81% 5.34% 4.61%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.82% 1.65% 3.11% 1.21% 13.57% 6.47% 4.87% 3.44%
Asia Geographic 04/05/2000 3.11% 2.68% 9.55% 1.85% 13.46% 7.87% 5.38% 11.40%
Short-term Moderate Asset Allocation 08/24/2012 4.52% 1.43% 3.41% 1.14% 13.41% 6.15% 4.56% 3.84%
Target 2025 Conservative Target Date 12/21/2007 4.28% 1.71% 4.75% 1.21% 13.34% 6.47% 5.18% 5.38%
Target 2020 Conservative Target Date 12/21/2007 3.94% 1.64% 4.58% 1.18% 13.25% 6.38% 5.11% 5.12%
Low Volatility Strategy 02/26/2008 4.98% 1.79% 3.68% 0.82% 13.11% 4.90% 3.90% 3.88%
Zacks Analyst Anomaly Strategy 10/31/2011 8.93% 2.69% 3.52% 0.08% 12.95% 1.72% -1.03% 25.10%
Target 2010 Conservative Target Date 12/21/2007 4.30% 1.64% 3.93% 1.31% 12.36% 6.61% 4.84% 3.57%
Basic Short-term Mod Asset Allocation 10/07/2005 5.20% 1.20% 2.71% 1.02% 12.15% 5.77% 4.32% 2.89%
Japan Geographic 11/21/2000 1.77% -1.12% 6.65% 0.46% 12.02% 6.66% 7.07% 10.96%
Banks Sector/Industry 04/05/2000 5.40% -1.87% 6.67% -2.18% 12.00% 6.22% 6.28% 14.48%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.71% 3.23% 8.73% 1.44% 11.82% 6.62% 6.18% 13.49%
Retail REIT Sector/Industry 11/09/2000 11.54% 3.35% -0.38% 0.25% 11.44% -1.07% -0.25% 14.28%
Global Bond Bond 09/07/2000 6.91% 0.71% 1.91% 0.17% 11.43% 5.16% 4.36% 4.54%
Low Volatility ETF Strategy 02/26/2008 4.76% 1.44% 4.02% 1.07% 11.29% 5.29% 4.07% 3.96%
Short-term Conservative Asset Allocation 08/24/2012 3.51% 0.97% 2.18% 0.85% 11.28% 4.81% 3.49% 3.49%
Australia and New Zealand Geographic 07/18/2007 -4.30% 5.47% 6.70% 5.02% 11.21% -1.53% -2.46% 17.57%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.67% 1.74% 3.02% 1.10% 11.06% 5.42% 3.68% 2.22%
FFCM ETF Absolute Return Strategy 02/08/2013 3.12% 2.28% 2.43% 1.49% 10.97% 5.56% 3.96% 3.33%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.79% 0.95% 1.87% 0.85% 10.81% 4.94% 3.67% 2.77%
High-Yield Bond Bond 09/07/2000 4.50% 0.71% 2.70% 0.45% 10.49% 5.49% 5.01% 3.62%
Small-Cap Value Investment Style 04/05/2000 9.92% 0.11% 7.76% 0.97% 9.66% 9.89% 10.28% 16.10%
Bond ETF Bond 07/31/2002 4.62% 0.62% 0.96% 0.69% 9.56% 4.13% 3.03% 3.44%
Government Bond Bond 09/07/2000 4.32% 0.46% 0.18% 0.77% 8.52% 3.47% 2.19% 4.62%
IPO Candy Strategy 07/28/2010 6.60% 10.22% 10.93% 9.30% 8.00% 19.57% 7.70% 12.24%
Analyst Upgrades Strategy 09/07/2000 10.19% 2.27% 6.90% 1.75% 7.63% 7.88% 6.49% 12.34%
Municipal Bond Bond 01/15/2001 4.34% 0.91% 1.39% 0.90% 7.52% 3.88% 2.88% 1.75%
Energy Sector/Industry 04/05/2000 7.53% 2.28% 9.12% -0.19% 7.23% 2.04% 2.36% 16.14%
Western Pacific Rim Geographic 08/06/2009 8.61% 5.78% 11.43% 4.92% 3.87% 2.79% 4.83% 14.62%
European Oil and Gas Geographic 11/18/2008 4.93% 1.28% 4.01% -0.08% 2.83% 6.74% 5.56% 15.12%
Latin America Geographic 04/05/2000 10.58% 3.01% 15.21% 0.05% 2.62% 11.01% 9.97% 19.55%
Telecomms Sector/Industry 04/05/2000 -0.92% 2.76% 1.89% 1.57% 2.48% 2.56% 1.91% 13.24%
Tiny Titans 101 Strategy 10/19/2010 2.79% 1.15% 13.20% 0.32% 0.21% 0.26% 4.08% 17.83%
Zacks Value Anomaly Strategy 10/31/2011 6.37% 2.16% 9.65% 0.57% -3.71% -0.48% -1.56% 21.28%
International Telecom 35 Geographic 11/17/2008 3.88% 2.16% 0.08% 1.42% -6.17% -1.69% -1.66% 11.55%
Bear Market 1X Strategy 02/21/2008 -10.17% -2.63% -7.28% -1.87% -13.18% -8.57% -8.57% 10.48%
Zacks Multi-Anomaly Strategy 10/31/2011 -6.75% -6.45% 3.68% -5.65% -24.27% -13.66% -18.34% 32.43%
Bear Market 1.5X Strategy 02/21/2008 -18.25% -4.85% -12.25% -3.56% -24.31% -16.51% -15.68% 16.32%
Bear Market 2X Strategy 02/21/2008 -27.98% -7.48% -18.52% -5.53% -36.00% -25.70% -24.41% 25.42%

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