Last Updated: January 19, 2021

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 6.08% 3.90% 26.14% 4.18% 89.63% 34.58% 34.98% 36.37%
Biotechnology Sector/Industry 04/05/2000 12.97% 3.79% 17.24% 9.39% 53.62% 27.06% 21.23% 31.65%
Internet 5 Sector/Industry 03/11/2001 17.21% -0.33% 3.95% 1.24% 43.96% 23.17% 30.36% 36.36%
Folio 100 Market Index 04/05/2000 7.11% 2.05% 11.93% 0.61% 41.59% 24.66% 26.49% 36.57%
Mid-Cap Growth Investment Style 04/05/2000 9.91% 6.45% 22.96% 6.84% 41.41% 20.92% 22.93% 40.10%
Growth ETF Investment Style 12/10/2001 10.82% 3.16% 16.73% 3.09% 35.02% 19.81% 21.68% 35.53%
Technology Sector/Industry 04/05/2000 3.89% 2.49% 10.16% 2.56% 33.91% 17.65% 22.54% 34.93%
Construction Sector/Industry 04/05/2000 10.46% 5.30% 13.05% 5.27% 29.23% 8.04% 18.70% 49.29%
BetterInvesting Top 100 Strategy 08/04/2009 15.64% 3.10% 15.28% 3.10% 26.20% 14.84% 18.76% 35.03%
Small-Cap ETF Market Index 12/10/2001 10.32% 7.37% 27.40% 6.68% 25.54% 12.90% 18.29% 39.74%
Asia Geographic 04/05/2000 3.99% 6.57% 17.34% 5.51% 25.26% 3.97% 12.98% 28.83%
Basic Materials Sector/Industry 04/05/2000 9.93% 4.04% 14.51% 3.65% 24.16% 10.68% 20.81% 37.63%
Africa Geographic 04/05/2000 9.87% 4.17% 24.88% 5.31% 23.40% 8.26% 18.94% 39.59%
Multi-Sector Sector/Industry 04/05/2000 7.02% 2.49% 13.07% 1.69% 23.39% 14.49% 19.37% 34.74%
Aggressive Investment Style 04/05/2000 7.65% 6.70% 21.80% 5.95% 22.65% 13.11% 21.11% 39.61%
Folio 50 Market Index 04/05/2000 5.54% 2.12% 8.80% 0.78% 22.26% 15.24% 18.96% 33.80%
Precious Metals Sector/Industry 06/25/2009 3.52% 0.32% 8.90% -2.21% 21.81% 10.46% 10.38% 31.29%
Australia and New Zealand Geographic 07/18/2007 -2.81% 7.20% 27.29% 8.42% 20.28% 2.35% 8.05% 44.13%
Target 2055 Conservative Target Date 07/14/2010 8.40% 5.20% 17.73% 4.89% 19.59% 10.53% 14.44% 26.60%
Target 2060 Conservative Target Date 07/14/2010 8.40% 5.20% 17.73% 4.89% 19.59% 10.53% 14.44% 26.60%
Small-Cap Growth Investment Style 04/05/2000 6.58% 5.91% 23.84% 6.12% 19.58% 6.88% 16.31% 42.03%
Target 2050 Conservative Target Date 07/14/2010 8.41% 5.06% 17.32% 4.76% 19.22% 10.44% 14.13% 26.01%
Target 2030 Aggressive Target Date 12/21/2007 6.09% 5.85% 20.01% 5.65% 18.73% 9.70% 14.99% 29.15%
Target 2040 Moderate Target Date 12/21/2007 5.94% 5.85% 20.01% 5.65% 18.73% 9.70% 14.99% 29.15%
Target 2045 Conservative Target Date 12/21/2007 6.14% 4.92% 16.82% 4.66% 18.21% 9.82% 13.39% 24.94%
Large-Cap ETF Market Index 12/10/2001 8.75% 2.66% 12.31% 1.59% 18.14% 13.35% 17.60% 34.10%
Target 2035 Aggressive Target Date 12/21/2007 6.02% 6.03% 21.00% 5.81% 18.14% 9.37% 15.11% 30.72%
Target 2045 Aggressive Target Date 12/21/2007 6.18% 6.36% 21.92% 6.07% 18.04% 9.22% 15.42% 32.25%
Target 2055 Moderate Target Date 07/14/2010 8.77% 6.36% 21.92% 6.07% 18.04% 9.22% 15.42% 32.25%
Target 2060 Moderate Target Date 07/14/2010 8.64% 6.36% 21.92% 6.07% 18.04% 9.22% 15.42% 32.25%
Target 2040 Aggressive Target Date 12/21/2007 6.03% 6.13% 21.36% 5.91% 17.93% 9.22% 15.17% 31.10%
Target 2045 Moderate Target Date 12/21/2007 6.07% 6.13% 21.36% 5.91% 17.93% 9.22% 15.17% 31.10%
Target 2050 Moderate Target Date 07/14/2010 9.05% 6.15% 21.47% 5.90% 17.81% 9.33% 15.25% 31.93%
Transport Sector/Industry 04/05/2000 9.48% 0.18% 5.58% 0.66% 17.68% 7.65% 16.81% 36.80%
Target 2050 Aggressive Target Date 07/14/2010 8.57% 6.40% 22.35% 6.15% 17.22% 9.11% 15.61% 33.69%
Target 2055 Aggressive Target Date 07/14/2010 8.58% 6.40% 22.35% 6.15% 17.22% 9.11% 15.61% 33.69%
Target 2060 Aggressive Target Date 07/14/2010 8.58% 6.40% 22.35% 6.15% 17.22% 9.11% 15.61% 33.69%
Conservative Investment Style 04/05/2000 11.94% 0.49% 5.15% -1.04% 16.69% 14.49% 19.24% 27.21%
Target 2025 Aggressive Target Date 12/21/2007 5.45% 5.44% 19.16% 5.27% 16.65% 8.48% 13.55% 27.80%
Target 2035 Moderate Target Date 12/21/2007 5.57% 5.44% 19.16% 5.27% 16.65% 8.47% 13.55% 27.80%
Long-term Aggressive Asset Allocation 08/24/2012 10.57% 3.39% 13.79% 3.04% 16.03% 11.29% 15.39% 29.59%
Target 2025 Moderate Target Date 12/21/2007 5.13% 4.99% 17.16% 4.85% 15.60% 7.75% 11.81% 23.90%
Target 2040 Conservative Target Date 12/21/2007 5.42% 4.53% 15.67% 4.33% 15.16% 8.33% 11.51% 23.00%
Target 2030 Moderate Target Date 12/21/2007 5.11% 5.43% 18.33% 5.25% 14.94% 7.61% 12.11% 25.92%
Target 2020 Aggressive Target Date 12/21/2007 4.76% 5.43% 18.33% 5.25% 14.94% 7.54% 12.07% 25.92%
Analyst Selections Strategy 09/07/2000 4.24% 3.25% 14.09% 2.26% 14.81% 7.66% 13.57% 33.94%
Target 2010 Aggressive Target Date 12/21/2007 4.46% 4.32% 14.93% 4.21% 14.58% 7.66% 10.70% 21.10%
Target 2035 Conservative Target Date 12/21/2007 5.04% 4.32% 14.93% 4.21% 14.58% 7.65% 10.70% 21.10%
Target 2020 Moderate Target Date 12/21/2007 4.86% 4.63% 15.96% 4.54% 13.98% 7.18% 10.65% 21.99%
Small-Cap Blend Investment Style 10/26/2000 11.88% 7.94% 27.28% 6.14% 13.63% 10.72% 17.73% 45.75%
Target 2015 Aggressive Target Date 12/21/2007 4.38% 4.69% 15.97% 4.50% 13.63% 7.29% 10.96% 23.36%
Sector ETF Sector/Industry 12/10/2001 8.45% 4.25% 16.52% 3.38% 13.56% 9.66% 14.33% 35.82%
Mid-Cap Blend Investment Style 10/26/2000 9.49% 7.69% 25.52% 5.20% 13.44% 9.63% 14.75% 39.44%
Global ETF Geographic 12/10/2001 8.56% 3.48% 15.28% 2.64% 13.41% 7.45% 13.76% 31.95%
Mid-Cap Value Investment Style 04/05/2000 10.40% 8.03% 28.29% 6.50% 13.34% 8.31% 16.94% 46.57%
Target 2030 Conservative Target Date 12/21/2007 4.79% 4.08% 13.96% 4.00% 13.30% 6.97% 9.88% 19.81%
Target 2015 Moderate Target Date 12/21/2007 4.62% 4.00% 14.14% 3.94% 13.23% 7.11% 9.68% 19.65%
Small-Cap Value Investment Style 04/05/2000 10.96% 8.08% 26.55% 7.25% 13.11% 8.60% 20.07% 46.11%
Large-Cap Growth Investment Style 04/05/2000 4.81% -1.31% 5.85% -1.26% 12.91% 12.10% 17.78% 35.26%
Target 2010 Moderate Target Date 12/21/2007 4.60% 3.41% 12.20% 3.28% 12.56% 7.02% 9.20% 17.84%
Long-term Moderate Asset Allocation 08/24/2012 7.29% 3.22% 13.02% 3.17% 12.51% 8.32% 12.25% 24.29%
Top Ten Buys Strategy 03/11/2001 7.43% 1.33% 7.27% 0.14% 12.47% 6.37% 9.85% 33.27%
Target 2025 Conservative Target Date 12/21/2007 4.65% 3.57% 12.05% 3.47% 12.14% 6.53% 9.02% 17.32%
Medium-term Aggressive Asset Allocation 08/24/2012 7.24% 3.19% 12.77% 3.07% 11.99% 8.26% 11.98% 24.00%
Global Geographic 04/05/2000 4.98% 0.83% 8.66% 0.17% 11.91% 10.61% 14.95% 31.40%
Target 2020 Conservative Target Date 12/21/2007 4.31% 3.31% 11.44% 3.25% 11.79% 6.49% 8.77% 16.69%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.40% 2.66% 12.86% 1.93% 11.76% 9.54% 12.93% 31.74%
Target 2015 Conservative Target Date 12/21/2007 4.31% 2.62% 9.18% 2.41% 11.65% 6.87% 8.71% 14.68%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.38% 1.91% 9.36% 1.39% 11.63% 8.50% 10.50% 21.84%
Long-term Conservative Asset Allocation 08/24/2012 6.89% 2.60% 10.86% 2.47% 11.41% 8.22% 11.20% 21.40%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.81% 2.10% 10.21% 1.47% 11.39% 8.94% 11.27% 25.16%
Basic Long-term Mod Asset Allocation 10/07/2005 7.79% 2.14% 10.44% 1.56% 11.36% 8.86% 11.20% 25.33%
Medium-term Moderate Asset Allocation 08/24/2012 6.52% 2.52% 10.36% 2.33% 10.96% 7.93% 10.65% 20.14%
Short-term Aggressive Asset Allocation 08/24/2012 5.73% 1.19% 6.20% 1.02% 10.49% 7.79% 8.84% 14.08%
Medium-term Conservative Asset Allocation 08/24/2012 6.00% 1.75% 8.10% 1.63% 10.29% 7.67% 9.23% 16.71%
Large-Cap Blend Investment Style 10/26/2000 6.70% 2.12% 8.71% 1.74% 10.04% 9.37% 15.56% 30.88%
Short-term Moderate Asset Allocation 08/24/2012 4.97% 1.21% 6.03% 1.27% 9.76% 6.87% 7.48% 12.06%
Analyst Growth Strategy 09/07/2000 6.66% 3.43% 11.44% 2.93% 9.63% 7.79% 16.32% 33.76%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.49% 1.13% 5.97% 0.63% 9.61% 7.59% 8.29% 15.72%
Basic Med-term Mod Asset Allocation 10/07/2005 7.01% 1.54% 7.90% 0.97% 9.57% 7.88% 9.29% 20.33%
Japan Geographic 11/21/2000 1.80% 4.32% 19.06% 3.24% 9.53% -0.57% 7.96% 27.46%
Low Volatility Strategy 02/26/2008 5.20% 1.87% 6.36% 1.29% 9.20% 6.36% 6.79% 12.97%
Low Volatility ETF Strategy 02/26/2008 4.94% 1.04% 5.37% 0.72% 8.95% 5.71% 6.69% 11.70%
Target 2010 Conservative Target Date 12/21/2007 4.47% 1.16% 5.15% 0.69% 8.76% 5.98% 7.38% 11.35%
Basic Short-term Mod Asset Allocation 10/07/2005 5.33% 0.48% 3.30% 0.07% 8.40% 6.45% 6.29% 10.34%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.88% 0.73% 4.36% 0.25% 8.31% 6.87% 7.00% 12.87%
Short-term Conservative Asset Allocation 08/24/2012 3.88% 0.83% 4.53% 0.96% 8.15% 5.87% 5.81% 10.19%
International Geographic 04/05/2000 3.92% 1.67% 13.57% 1.21% 8.08% 4.68% 10.90% 30.80%
Defensive Strategy Strategy 02/28/2008 11.54% 1.43% 6.14% 0.94% 7.61% 11.47% 12.65% 28.47%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.90% 0.10% 1.75% -0.26% 7.51% 6.11% 5.31% 8.85%
Healthcare Sector/Industry 04/05/2000 10.09% 4.11% 8.06% 3.44% 7.46% 11.38% 11.09% 29.98%
Price-to-Sales Fundamental 09/22/2008 6.57% 4.21% 20.79% 4.08% 7.34% 4.51% 12.41% 36.31%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.35% 0.52% 20.64% 1.17% 7.29% 1.05% 8.05% 30.98%
Corporate Bond Bond 09/07/2000 4.64% -0.33% 1.40% -0.93% 6.86% 6.75% 6.10% 13.56%
Value ETF Investment Style 12/10/2001 9.03% 5.82% 21.06% 4.68% 6.54% 5.45% 13.06% 39.34%
Moderate Investment Style 04/05/2000 10.05% 7.46% 28.32% 6.16% 6.24% 4.93% 13.57% 38.43%
Bond ETF Bond 07/31/2002 4.60% -0.51% 0.03% -0.90% 5.79% 5.21% 4.28% 6.90%
Dividend Yield Fundamental 09/22/2008 6.69% 3.36% 15.72% 3.05% 4.12% 5.34% 12.07% 33.70%
Government Bond Bond 09/07/2000 3.52% -0.48% -0.99% -0.71% 4.11% 3.30% 2.17% 7.57%
High-Yield Bond Bond 09/07/2000 4.32% 0.62% 4.82% -0.05% 4.07% 4.89% 7.40% 16.23%
Consumer Staples Sector/Industry 04/05/2000 10.20% -1.26% 8.45% -1.12% 3.96% 4.70% 8.86% 28.06%
Municipal Bond Bond 01/15/2001 4.17% -0.04% 1.60% -0.19% 3.36% 3.85% 2.84% 11.40%
Global Bond Bond 09/07/2000 6.52% -1.24% 3.20% -1.79% 2.87% 3.30% 5.26% 16.65%
Folio 30 Market Index 04/05/2000 7.02% 1.92% 9.07% 0.82% 2.43% 5.36% 14.66% 32.15%
Large-Cap Value Investment Style 04/05/2000 3.50% 5.26% 19.16% 4.74% 2.05% -0.46% 7.69% 34.30%
Consumer Staples 5 Sector/Industry 03/11/2001 7.54% -4.86% 4.98% -4.59% 1.84% 4.24% 7.03% 31.99%
Dogs of the Dow Strategy 04/05/2000 8.37% 3.48% 16.96% 3.52% 1.70% 5.55% 12.24% 37.58%
Utility 5 Sector/Industry 03/11/2001 7.39% 2.16% 0.75% 0.32% 1.44% 10.85% 9.89% 39.11%
Military Procurement Strategy 06/06/2003 14.22% 4.50% 21.97% 4.37% 0.30% 5.64% 15.30% 41.43%
Financial Sector/Industry 04/05/2000 3.69% 6.32% 18.67% 3.51% -0.60% -1.01% 9.85% 40.01%
Analyst Upgrades Strategy 09/07/2000 9.71% 2.22% 18.73% 1.72% -0.78% -0.08% 9.06% 42.15%
Price-to-Book Fundamental 09/22/2008 4.48% 4.81% 23.11% 3.98% -2.40% 0.63% 9.73% 37.97%
Telecomms Sector/Industry 04/05/2000 -1.38% 3.94% 14.67% 4.16% -6.07% -4.46% 4.76% 33.53%
REITs Sector/Industry 04/05/2000 10.38% 0.08% 6.85% -1.68% -6.79% 7.30% 7.40% 44.32%
Industrial-Office REIT Sector/Industry 11/09/2000 8.20% 1.55% 17.53% 0.26% -7.27% 6.00% 9.21% 46.34%
Aerospace Sector/Industry 04/05/2000 15.55% 6.63% 34.94% 4.31% -7.33% 4.98% 15.70% 49.42%
Residential REIT Sector/Industry 11/09/2000 13.30% 2.35% 15.58% -0.17% -7.67% 10.91% 12.69% 47.26%
High Income Investment Style 09/07/2000 9.74% 0.77% 13.18% 0.79% -8.12% 3.42% 11.58% 31.86%
Banks Sector/Industry 04/05/2000 4.22% 5.36% 31.19% 3.21% -9.21% -5.86% 7.12% 47.53%
Utility Sector/Industry 04/05/2000 7.71% 0.53% 0.94% -0.53% -10.11% 4.87% 7.76% 38.57%
Latin America Geographic 04/05/2000 8.91% -1.14% 36.47% -0.21% -16.05% -7.62% 13.60% 54.81%
Energy Sector/Industry 04/05/2000 5.70% 8.33% 40.87% 10.19% -19.25% -8.44% 6.18% 56.04%
Retail REIT Sector/Industry 11/09/2000 9.52% 6.30% 38.47% 6.28% -20.61% -4.70% -3.28% 70.38%
Bear Market 1X Strategy 02/21/2008 -11.17% -3.94% -13.52% -3.20% -22.50% -11.16% -13.70% 28.88%
Bear Market 1.5X Strategy 02/21/2008 -19.96% -5.64% -19.55% -4.18% -37.68% -21.12% -23.97% 45.41%
Bear Market 2X Strategy 02/21/2008 -30.68% -8.71% -29.29% -6.52% -55.91% -33.69% -36.72% 70.13%

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