Last Updated: September 20, 2019

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Utility 5 Sector/Industry 03/11/2001 8.07% 4.79% 4.96% 21.71% 25.56% 10.40% 7.77% 14.31%
Residential REIT Sector/Industry 11/09/2000 14.52% 2.26% 5.59% 30.56% 24.10% 15.29% 18.25% 15.46%
REITs Sector/Industry 04/05/2000 11.59% 1.98% 3.81% 27.88% 23.66% 10.64% 11.66% 15.13%
Precious Metals Sector/Industry 06/25/2009 1.41% 5.41% 14.01% 17.93% 21.41% -0.31% -1.09% 13.56%
VizMetrics Permanent Plus Strategy 8.04% -0.08% 5.98% 20.74% 18.60% 8.93% - 7.54%
Utility Sector/Industry 04/05/2000 8.86% 4.15% 4.68% 18.37% 17.46% 9.64% 9.51% 12.56%
Consumer Staples 5 Sector/Industry 03/11/2001 7.86% -1.11% 3.35% 26.26% 17.16% 5.85% 6.48% 14.68%
Industrial-Office REIT Sector/Industry 11/09/2000 8.98% -0.25% 0.56% 26.37% 14.41% 7.60% 10.12% 16.18%
Defensive Strategy Strategy 02/28/2008 11.54% 4.13% 5.47% 25.32% 13.38% 12.09% 11.42% 12.23%
Corporate Bond Bond 09/07/2000 4.60% -0.43% 3.10% 13.06% 12.99% 4.58% 4.34% 3.65%
Africa Geographic 04/05/2000 8.76% 4.02% -1.29% 16.19% 11.54% 4.40% -0.56% 19.10%
Global Bond Bond 09/07/2000 6.96% 0.37% 1.50% 11.49% 11.40% 3.35% 3.78% 4.77%
Government Bond Bond 09/07/2000 4.40% -0.96% 2.49% 8.31% 11.08% 2.53% 3.30% 4.24%
Bond ETF Bond 07/31/2002 4.66% -0.45% 2.17% 9.11% 10.74% 3.18% 3.62% 3.18%
Aerospace Sector/Industry 04/05/2000 16.69% 4.18% 3.68% 32.32% 10.69% 24.15% 16.37% 19.68%
Foreign Small Cap Geographic 09/15/2008 9.72% 2.59% -7.18% 12.56% 10.17% 13.66% 9.66% 23.27%
Internet Sector/Industry 04/05/2000 2.60% -2.57% -1.05% 31.26% 10.00% 21.70% 12.83% 27.60%
MyPlanIQ SAA Growth Investment Style 08/12/2010 6.13% 2.42% 2.66% 16.08% 9.91% 6.54% 5.29% 7.53%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.77% -0.09% 1.95% 9.30% 9.45% 3.94% 3.95% 2.77%
Internet 5 Sector/Industry 03/11/2001 15.29% 1.56% 0.10% 28.37% 9.31% 19.79% 17.23% 27.82%
Short-term Aggressive Asset Allocation 08/24/2012 4.94% 0.59% 2.23% 14.14% 8.98% 6.34% 5.14% 5.63%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 4.33% 1.14% 1.93% 11.71% 8.87% 5.15% 4.44% 4.62%
Short-term Conservative Asset Allocation 08/24/2012 3.46% 0.07% 2.28% 10.63% 8.81% 4.05% 3.75% 3.74%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.72% 0.63% 1.75% 11.72% 8.58% 5.40% 4.93% 4.38%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 5.31% 2.01% 2.15% 13.66% 8.53% 5.80% 4.89% 5.94%
Basic Short-term Mod Asset Allocation 10/07/2005 5.12% 0.35% 1.81% 10.16% 8.50% 4.70% 4.29% 3.38%
Medium-term Conservative Asset Allocation 08/24/2012 5.25% 0.91% 2.14% 15.02% 8.37% 6.61% 5.21% 6.56%
Long-term Aggressive Asset Allocation 08/24/2012 9.11% 2.10% 1.73% 21.06% 8.34% 10.79% 8.49% 13.02%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 5.16% 1.43% 1.71% 13.29% 8.29% 6.20% 5.06% 6.16%
Consumer Staples Sector/Industry 04/05/2000 10.36% 0.68% 1.64% 20.69% 8.04% 6.14% 7.69% 12.89%
Short-term Moderate Asset Allocation 08/24/2012 4.33% 0.42% 2.16% 12.05% 7.91% 5.31% 4.40% 4.77%
Municipal Bond Bond 01/15/2001 4.33% -0.90% 1.43% 6.05% 7.89% 2.66% 3.12% 1.85%
Dogs of the Dow Strategy 04/05/2000 8.68% 6.67% -1.10% 16.37% 7.85% 10.92% 9.67% 14.99%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.26% 0.99% 1.65% 13.03% 7.84% 6.38% 5.54% 5.80%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.43% 0.67% 1.43% 8.62% 7.71% 3.90% 3.38% 2.78%
Basic Med-term Mod Asset Allocation 10/07/2005 6.79% 1.55% 1.48% 14.97% 7.36% 7.32% 6.17% 7.63%
High-Yield Bond Bond 09/07/2000 4.45% 1.55% 1.28% 11.88% 7.31% 5.69% 3.99% 4.97%
Long-term Conservative Asset Allocation 08/24/2012 5.92% 1.58% 1.76% 16.58% 6.82% 7.86% 5.60% 9.03%
Conservative Investment Style 04/05/2000 11.42% 1.26% 2.32% 20.61% 6.57% 18.24% 15.30% 13.80%
Medium-term Moderate Asset Allocation 08/24/2012 5.52% 1.49% 1.67% 15.59% 6.52% 7.48% 5.23% 8.41%
Long-term Moderate Asset Allocation 08/24/2012 6.21% 1.93% 1.64% 17.73% 6.48% 8.33% 5.72% 10.40%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.49% 2.10% 1.34% 16.99% 6.26% 8.81% 7.11% 10.07%
Basic Long-term Mod Asset Allocation 10/07/2005 7.49% 2.10% 1.31% 17.06% 6.24% 8.71% 7.03% 10.06%
Medium-term Aggressive Asset Allocation 08/24/2012 6.17% 1.91% 1.64% 17.31% 6.24% 8.21% 5.63% 10.16%
Large-Cap Blend Investment Style 10/26/2000 6.24% 4.02% 3.76% 24.09% 6.22% 14.02% 9.98% 15.67%
Low Volatility Strategy 02/26/2008 4.85% 1.13% 1.56% 11.65% 6.22% 4.52% 3.60% 4.84%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.02% 1.81% 1.37% 15.37% 6.12% 8.00% 6.39% 8.76%
CWM Global Market Strategy 07/28/2014 4.88% 1.71% 1.62% 13.15% 5.96% 6.76% 5.20% 7.15%
Target 2010 Conservative Target Date 12/21/2007 4.08% 1.12% 1.99% 10.17% 5.64% 5.56% 3.55% 4.84%
Target 2015 Conservative Target Date 12/21/2007 3.70% 1.34% 2.47% 11.66% 5.60% 6.00% 3.74% 6.20%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.04% 2.86% 1.14% 19.71% 5.43% 10.29% 8.06% 12.84%
High Income Investment Style 09/07/2000 10.49% 4.60% 2.13% 18.41% 5.34% 11.13% 7.69% 12.61%
MarketGlide 2010 Strategy 08/12/2009 6.52% 1.29% 1.34% 12.22% 5.26% 6.25% 4.75% 5.82%
Target 2055 Conservative Target Date 07/14/2010 7.24% 2.44% 2.91% 18.13% 5.26% 9.22% 6.37% 11.78%
Target 2060 Conservative Target Date 07/14/2010 7.24% 2.44% 2.91% 18.13% 5.26% 9.22% 6.37% 11.78%
Target 2050 Conservative Target Date 07/14/2010 7.27% 2.36% 2.96% 17.94% 5.24% 9.11% 6.35% 11.49%
Target 2010 Moderate Target Date 12/21/2007 3.97% 1.51% 2.52% 12.77% 5.12% 6.03% 3.97% 6.98%
Folio 100 Market Index 04/05/2000 4.74% 2.37% 2.28% 24.48% 5.08% 18.50% 14.70% 22.87%
Multi-Sector Sector/Industry 04/05/2000 5.89% 3.90% 2.01% 18.95% 5.02% 14.56% 9.43% 16.13%
Target 2045 Conservative Target Date 12/21/2007 5.09% 2.28% 2.84% 17.07% 4.93% 8.61% 5.97% 10.94%
Target 2040 Conservative Target Date 12/21/2007 4.62% 2.08% 2.69% 15.61% 4.89% 7.43% 5.14% 9.49%
MarketGlide 2015 Strategy 08/12/2009 7.07% 1.45% 1.27% 12.75% 4.87% 6.66% 5.00% 6.45%
FFCM ETF Absolute Return Strategy 02/08/2013 2.87% 0.65% 1.68% 9.63% 4.75% 5.04% 3.46% 5.72%
Target 2020 Conservative Target Date 12/21/2007 3.73% 1.53% 2.40% 11.89% 4.74% 5.80% 3.63% 6.82%
Retail REIT Sector/Industry 11/09/2000 11.70% 7.36% 3.44% 20.45% 4.62% -3.52% 3.15% 18.13%
Target 2015 Moderate Target Date 12/21/2007 3.97% 1.64% 2.43% 13.43% 4.49% 6.14% 4.01% 7.72%
Global Geographic 04/05/2000 4.22% 3.18% 0.34% 17.85% 4.43% 12.49% 8.70% 16.83%
Target 2025 Conservative Target Date 12/21/2007 4.06% 1.61% 2.28% 11.96% 4.40% 5.88% 3.77% 7.16%
MarketGlide 2020 Strategy 08/12/2009 7.78% 1.69% 1.22% 13.65% 4.40% 7.36% 5.43% 7.49%
Target 2035 Aggressive Target Date 12/21/2007 4.89% 3.08% 2.19% 17.99% 4.34% 9.08% 6.25% 13.41%
Target 2050 Moderate Target Date 07/14/2010 8.03% 3.23% 2.08% 18.28% 4.25% 9.18% 6.43% 13.79%
Target 2030 Aggressive Target Date 12/21/2007 4.96% 2.84% 2.23% 17.69% 4.24% 9.06% 6.19% 12.95%
Target 2040 Moderate Target Date 12/21/2007 4.74% 2.84% 2.22% 17.69% 4.24% 9.06% 5.78% 12.95%
Target 2035 Conservative Target Date 12/21/2007 4.31% 1.91% 2.49% 14.05% 4.23% 6.88% 4.70% 8.77%
Target 2010 Aggressive Target Date 12/21/2007 3.65% 1.91% 2.48% 14.04% 4.21% 6.83% 4.67% 8.77%
Target 2030 Conservative Target Date 12/21/2007 4.12% 1.82% 2.33% 13.11% 4.16% 6.36% 4.22% 8.17%
Technology Sector/Industry 04/05/2000 2.16% 3.41% 1.75% 20.96% 4.09% 16.71% 10.90% 21.20%
Target 2050 Aggressive Target Date 07/14/2010 7.47% 3.35% 1.58% 17.98% 4.08% 9.24% 6.10% 14.43%
Target 2055 Aggressive Target Date 07/14/2010 7.48% 3.35% 1.58% 17.98% 4.08% 9.24% 6.11% 14.43%
Target 2060 Aggressive Target Date 07/14/2010 7.48% 3.35% 1.58% 17.98% 4.08% 9.24% 6.11% 14.43%
Large-Cap Growth Investment Style 04/05/2000 3.74% 0.45% -0.34% 26.51% 4.03% 15.53% 10.29% 19.28%
Large-Cap ETF Market Index 12/10/2001 7.91% 3.23% 1.64% 21.00% 4.01% 14.19% 10.48% 16.63%
Folio 50 Market Index 04/05/2000 4.21% 2.80% 0.98% 19.28% 3.96% 13.84% 11.53% 18.02%
Low Volatility ETF Strategy 02/26/2008 4.55% 1.12% 0.67% 9.02% 3.93% 4.34% 3.44% 5.20%
Target 2040 Aggressive Target Date 12/21/2007 4.88% 3.18% 2.09% 17.95% 3.90% 9.08% 6.05% 13.59%
Target 2045 Moderate Target Date 12/21/2007 4.96% 3.18% 2.09% 17.95% 3.90% 9.08% 6.14% 13.59%
Growth ETF Investment Style 12/10/2001 9.21% 1.50% 0.58% 25.34% 3.84% 14.59% 10.44% 19.22%
MarketGlide 2025 Strategy 08/12/2009 8.52% 2.00% 1.15% 14.75% 3.84% 8.22% 5.96% 8.86%
Target 2015 Aggressive Target Date 12/21/2007 3.59% 2.22% 2.18% 14.74% 3.83% 6.97% 4.48% 9.56%
Healthcare Sector/Industry 04/05/2000 9.78% 2.60% 1.55% 10.77% 3.80% 10.07% 7.28% 16.55%
Target 2055 Moderate Target Date 07/14/2010 7.64% 3.33% 1.86% 17.89% 3.76% 9.15% 6.11% 14.08%
Target 2060 Moderate Target Date 07/14/2010 7.48% 3.33% 1.86% 17.89% 3.76% 9.15% 6.11% 14.08%
Target 2045 Aggressive Target Date 12/21/2007 4.97% 3.33% 1.86% 17.88% 3.75% 9.15% 6.10% 14.08%
Target 2035 Moderate Target Date 12/21/2007 4.54% 2.75% 1.95% 16.45% 3.69% 8.17% 5.36% 12.08%
Target 2025 Aggressive Target Date 12/21/2007 4.45% 2.75% 1.95% 16.45% 3.63% 8.16% 5.36% 12.08%
BetterInvesting Top 100 Strategy 08/04/2009 14.03% 3.46% 0.92% 19.07% 3.59% 12.90% 10.61% 16.93%
Target 2020 Moderate Target Date 12/21/2007 4.12% 2.06% 2.27% 14.04% 3.49% 6.61% 4.35% 9.05%
BRIC Geographic 09/15/2008 3.57% 2.69% -3.41% 10.56% 3.45% 9.25% 2.07% 22.99%
Construction Sector/Industry 04/05/2000 9.04% 7.88% 6.75% 30.84% 3.39% 9.81% 10.05% 18.81%
Target 2025 Moderate Target Date 12/21/2007 4.24% 2.30% 2.11% 14.80% 3.28% 7.24% 4.68% 10.18%
Target 2030 Moderate Target Date 12/21/2007 4.27% 2.59% 2.07% 15.54% 3.27% 7.35% 4.72% 10.86%
Sector ETF Sector/Industry 12/10/2001 7.89% 3.56% 1.57% 19.77% 3.26% 10.51% 8.47% 14.91%
Target 2020 Aggressive Target Date 12/21/2007 3.89% 2.59% 2.07% 15.54% 3.26% 7.33% 4.73% 10.86%
Dividend Yield Fundamental 09/22/2008 6.81% 4.72% 1.47% 16.22% 3.10% 10.56% 6.00% 13.84%
MarketGlide 2030 Strategy 08/12/2009 9.10% 2.31% 1.02% 15.66% 3.03% 8.93% 6.38% 10.38%
Bear Market 1X Strategy 02/21/2008 -9.84% -2.71% -0.37% -11.15% 2.67% -8.27% -7.50% 14.12%
MarketGlide 2035 Strategy 08/12/2009 9.58% 2.57% 0.95% 16.53% 2.50% 9.65% 6.82% 11.68%
MarketGlide 2040 Strategy 08/12/2009 9.90% 2.75% 0.90% 17.16% 2.18% 10.18% 7.13% 12.65%
Folio 30 Market Index 04/05/2000 7.08% 3.65% 1.11% 15.13% 1.99% 16.23% 11.61% 14.95%
MarketGlide 2045 Strategy 08/12/2009 10.14% 2.85% 0.87% 17.56% 1.98% 10.56% 7.37% 13.27%
MarketGlide 2050 Strategy 08/12/2009 10.25% 2.91% 0.85% 17.81% 1.88% 10.73% 7.48% 13.66%
Zacks Momentum Anomaly Strategy 10/31/2011 18.29% -5.44% -3.84% 16.85% 1.65% 13.13% 9.01% 18.62%
Price-to-Sales Fundamental 09/22/2008 6.54% 5.43% 1.25% 16.11% 1.62% 11.48% 6.11% 15.74%
Global ETF Geographic 12/10/2001 7.90% 4.20% 0.22% 15.91% 1.07% 9.99% 5.78% 14.59%
Telecomms Sector/Industry 04/05/2000 -1.02% 5.62% -0.56% 6.44% 0.96% 3.69% 0.19% 15.53%
Basic Materials Sector/Industry 04/05/2000 8.99% 5.05% 0.26% 17.06% 0.47% 14.04% 5.54% 17.70%
Mid-Cap Blend Investment Style 10/26/2000 9.12% 5.88% 4.80% 20.23% 0.00% 10.68% 8.40% 17.88%
Military Procurement Strategy 06/06/2003 14.81% 3.99% -0.45% 24.50% -0.07% 15.38% 14.25% 18.57%
Price-to-Book Fundamental 09/22/2008 4.98% 6.66% 2.53% 15.82% -0.36% 10.37% 4.39% 15.42%
Aggressive Investment Style 04/05/2000 6.46% 5.29% 1.35% 22.73% -0.45% 14.89% 10.32% 19.88%
Latin America Geographic 04/05/2000 9.91% 3.20% -9.65% -3.35% -0.68% 9.11% 4.41% 23.15%
Emerging Markets 50 Geographic 09/15/2008 3.33% 3.45% -1.58% 8.82% -0.73% 7.54% 1.68% 21.00%
International Geographic 04/05/2000 3.35% 3.21% -0.60% 12.59% -0.76% 8.20% 4.75% 14.52%
Mid-Cap Growth Investment Style 04/05/2000 8.49% 1.37% 1.76% 27.24% -1.00% 18.59% 11.88% 18.99%
Biotechnology Sector/Industry 04/05/2000 10.54% -0.66% -3.39% 22.53% -1.14% 10.06% 8.50% 27.66%
Mid-Cap Value Investment Style 04/05/2000 9.62% 8.55% 0.03% 22.29% -1.22% 8.21% 5.32% 19.26%
Bear Market 1.5X Strategy 02/21/2008 -17.76% -4.22% -1.38% -20.26% -1.24% -15.72% -14.00% 22.64%
Value ETF Investment Style 12/10/2001 8.90% 4.97% 1.30% 17.28% -1.29% 10.07% 7.86% 15.42%
International 100 Geographic 11/19/2008 7.33% 5.01% -1.22% 11.25% -1.61% 6.44% 0.99% 14.30%
Financial Sector/Industry 04/05/2000 3.65% 5.50% 0.25% 13.34% -1.65% 10.47% 4.28% 15.58%
Developed Markets 100 Geographic 09/15/2008 3.24% 5.31% -1.12% 12.01% -1.75% 6.23% 0.87% 13.26%
Japan Geographic 11/21/2000 1.44% 7.52% 5.75% 11.59% -2.07% 4.76% 4.79% 14.78%
Europe 100 Geographic 11/17/2008 6.74% 4.84% -2.28% 11.54% -2.19% 5.90% 0.25% 13.46%
IPO Candy Strategy 07/28/2010 5.81% -0.57% -11.34% 6.33% -2.70% 15.02% 6.14% 17.99%
Small-Cap ETF Market Index 12/10/2001 9.24% 3.26% 0.26% 19.86% -3.18% 11.14% 8.25% 18.46%
Euroland Geographic 11/18/2008 5.37% 6.64% -0.02% 14.28% -3.90% 6.77% -0.03% 16.34%
Bear Market 2X Strategy 02/21/2008 -27.32% -6.78% -2.61% -30.67% -3.96% -24.76% -22.08% 35.32%
Top Ten Buys Strategy 03/11/2001 6.44% 4.51% -2.55% 14.89% -4.05% 2.70% 1.46% 16.48%
Large-Cap Value Investment Style 04/05/2000 3.35% 6.66% 3.56% 15.17% -4.77% 5.22% 4.01% 16.98%
Asia Geographic 04/05/2000 2.65% 4.49% -1.28% 8.95% -4.97% 4.91% 3.56% 15.28%
Banks Sector/Industry 04/05/2000 5.03% 9.01% 0.75% 12.62% -5.05% 9.15% 2.00% 16.94%
Analyst Selections Strategy 09/07/2000 3.28% 1.85% -4.82% 11.84% -5.12% 10.19% 7.27% 18.66%
Transport Sector/Industry 04/05/2000 8.81% 2.81% 0.76% 17.87% -5.49% 12.75% 5.86% 19.99%
International Telecom 35 Geographic 11/17/2008 3.73% 5.42% -2.93% -4.75% -6.85% -2.38% -3.39% 13.91%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.41% -1.14% -1.23% 7.46% -7.36% 1.54% 3.68% 14.28%
Personal Finance Growth Strategy 08/08/2011 8.05% 7.87% 0.00% 16.70% -7.44% 5.90% 3.60% 19.90%
China Select Geographic 09/28/2008 7.47% 2.53% -1.24% 11.06% -7.95% 6.31% 3.18% 26.58%
Moderate Investment Style 04/05/2000 9.54% 4.26% 0.92% 11.89% -8.06% 8.42% 6.74% 18.62%
Small-Cap Blend Investment Style 10/26/2000 10.70% 7.21% 3.34% 12.05% -8.07% 10.58% 8.76% 19.22%
Zacks Analyst Anomaly Strategy 10/31/2011 8.86% 7.51% -3.69% 20.50% -8.32% 4.77% -1.08% 24.18%
Analyst Upgrades Strategy 09/07/2000 9.98% 1.01% -6.29% 8.44% -8.46% 7.51% 4.66% 14.24%
European Oil and Gas Geographic 11/18/2008 4.89% 7.59% -6.08% 4.69% -9.85% 11.91% 0.60% 18.66%
Australia and New Zealand Geographic 07/18/2007 -4.97% 7.49% 0.15% 13.81% -9.88% -3.29% -5.98% 17.36%
Small-Cap Value Investment Style 04/05/2000 9.78% 5.31% 0.62% 13.35% -10.09% 13.09% 8.56% 20.35%
Analyst Growth Strategy 09/07/2000 6.06% 3.45% -1.12% 17.10% -11.38% 15.10% 9.75% 22.52%
Energy Sector/Industry 04/05/2000 7.39% 8.19% -2.32% 11.65% -11.86% 4.59% -3.64% 20.20%
Small-Cap Growth Investment Style 04/05/2000 5.63% 7.57% -2.03% 13.85% -15.71% 10.85% 5.15% 23.22%
Western Pacific Rim Geographic 08/06/2009 7.73% 6.89% -4.20% -1.82% -16.24% 0.81% 0.00% 16.44%
Zacks Value Anomaly Strategy 10/31/2011 5.47% 5.73% -5.25% 0.51% -25.17% -0.18% -4.72% 21.45%
Tiny Titans 101 Strategy 10/19/2010 1.47% 3.26% -4.47% 1.09% -29.33% 4.00% 3.11% 21.31%
Zacks Small Cap Anomaly Strategy 10/31/2011 1.04% -0.60% -8.87% 4.28% -31.85% -8.35% -7.09% 23.03%
Zacks Multi-Anomaly Strategy 10/31/2011 -6.74% 16.09% -1.52% -16.06% -34.48% -14.66% -19.08% 23.93%

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