Last Updated: May 28, 2020

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Biotechnology Sector/Industry 04/05/2000 11.79% 8.49% 23.15% 14.84% 37.52% 20.12% 8.64% 29.82%
Folio 100 Market Index 04/05/2000 5.59% 9.53% 11.52% 8.59% 31.22% 18.47% 16.97% 33.29%
Internet 5 Sector/Industry 03/11/2001 16.00% 13.43% 16.47% 14.89% 29.15% 19.82% 22.29% 32.44%
Internet Sector/Industry 04/05/2000 3.43% 16.32% 19.17% 20.57% 26.11% 18.12% 15.52% 33.66%
Healthcare Sector/Industry 04/05/2000 10.03% 2.21% 9.31% 0.19% 21.15% 12.86% 6.08% 28.19%
Precious Metals Sector/Industry 06/25/2009 1.23% 6.74% 3.50% -1.39% 19.36% 2.05% 0.67% 24.04%
Technology Sector/Industry 04/05/2000 2.60% 9.08% 7.52% 3.34% 18.11% 13.70% 12.53% 35.27%
Growth ETF Investment Style 12/10/2001 9.32% 10.10% 6.70% 0.84% 15.44% 12.66% 10.05% 33.49%
Defensive Strategy Strategy 02/28/2008 11.29% 2.21% 5.43% -1.62% 15.44% 10.84% 10.15% 27.59%
Top Ten Buys Strategy 03/11/2001 6.65% 3.38% 7.56% -2.36% 14.09% 4.76% 2.16% 32.34%
Folio 50 Market Index 04/05/2000 4.40% 5.55% 5.09% -2.48% 13.56% 11.66% 11.82% 30.26%
Government Bond Bond 09/07/2000 4.64% -0.95% 2.93% 8.82% 12.65% 5.80% 4.14% 7.98%
Multi-Sector Sector/Industry 04/05/2000 5.80% 5.64% 0.90% -6.23% 10.80% 10.28% 9.19% 33.62%
Large-Cap ETF Market Index 12/10/2001 7.78% 6.22% 3.16% -4.87% 10.72% 10.16% 9.63% 32.39%
BetterInvesting Top 100 Strategy 08/04/2009 13.39% 5.85% 2.99% -5.00% 10.67% 9.53% 9.34% 32.72%
Corporate Bond Bond 09/07/2000 4.65% 1.63% -0.86% 2.58% 10.39% 5.71% 4.77% 13.51%
Large-Cap Growth Investment Style 04/05/2000 3.84% 10.59% 2.92% -4.08% 10.32% 12.55% 9.62% 37.21%
Bond ETF Bond 07/31/2002 4.77% 0.70% 1.09% 4.95% 9.65% 4.99% 4.05% 7.16%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.88% 0.82% 1.45% 3.86% 9.42% 5.30% 4.25% 8.84%
Construction Sector/Industry 04/05/2000 8.48% 11.80% -2.48% -10.51% 8.91% 3.44% 6.83% 44.07%
Short-term Conservative Asset Allocation 08/24/2012 3.64% 0.57% 1.21% 3.10% 8.81% 5.25% 4.08% 9.91%
Global Geographic 04/05/2000 4.23% 6.03% 2.70% -6.17% 8.76% 9.16% 7.94% 32.68%
Basic Short-term Mod Asset Allocation 10/07/2005 5.16% 1.37% 1.22% 2.28% 8.69% 5.27% 4.37% 10.09%
Short-term Moderate Asset Allocation 08/24/2012 4.38% 1.38% 1.18% 1.71% 8.55% 5.80% 4.66% 11.45%
Short-term Aggressive Asset Allocation 08/24/2012 4.82% 1.85% 0.34% 0.24% 8.29% 6.24% 5.16% 13.35%
Basic Materials Sector/Industry 04/05/2000 8.55% 6.04% 2.29% -9.73% 7.56% 6.75% 6.83% 36.54%
Target 2050 Conservative Target Date 07/14/2010 6.72% 3.61% 0.34% -4.60% 7.49% 6.37% 6.07% 24.29%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.62% 1.76% 0.61% 0.56% 7.39% 5.25% 4.53% 12.35%
Target 2055 Conservative Target Date 07/14/2010 6.67% 3.66% 0.16% -4.94% 7.38% 6.33% 6.06% 24.85%
Target 2060 Conservative Target Date 07/14/2010 6.67% 3.66% 0.16% -4.94% 7.38% 6.33% 6.06% 24.85%
Long-term Aggressive Asset Allocation 08/24/2012 8.22% 3.45% -0.72% -5.24% 7.20% 7.79% 7.17% 27.71%
Target 2015 Conservative Target Date 12/21/2007 3.62% 2.00% 0.83% -1.12% 7.18% 5.12% 4.50% 13.81%
Target 2045 Conservative Target Date 12/21/2007 4.76% 3.42% 0.24% -4.53% 6.93% 5.99% 5.68% 23.25%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.09% 2.39% 0.48% -0.83% 6.90% 5.50% 4.89% 14.95%
Medium-term Conservative Asset Allocation 08/24/2012 4.89% 2.15% -0.23% -1.47% 6.74% 5.84% 4.93% 15.70%
Conservative Investment Style 04/05/2000 11.01% 8.09% 2.65% -2.05% 6.72% 11.37% 11.92% 32.37%
Target 2010 Conservative Target Date 12/21/2007 4.01% 2.18% 0.77% -0.57% 6.65% 5.04% 4.14% 10.75%
Low Volatility Strategy 02/26/2008 4.71% 0.87% 1.67% -0.58% 6.44% 3.48% 3.43% 11.33%
Low Volatility ETF Strategy 02/26/2008 4.50% 1.24% 1.73% -0.41% 6.37% 3.79% 3.38% 11.10%
Large-Cap Blend Investment Style 10/26/2000 5.89% 7.33% 0.22% -6.39% 6.29% 8.35% 8.18% 34.10%
Utility 5 Sector/Industry 03/11/2001 7.67% 2.08% -1.43% -2.92% 6.16% 7.80% 8.03% 37.51%
Japan Geographic 11/21/2000 1.20% 7.31% 0.91% -9.43% 5.71% 0.89% 1.43% 24.88%
Target 2010 Moderate Target Date 12/21/2007 3.73% 2.73% 0.07% -2.76% 5.63% 4.55% 4.23% 16.65%
Target 2020 Conservative Target Date 12/21/2007 3.52% 2.19% 0.21% -2.52% 5.53% 4.45% 3.99% 15.56%
Target 2040 Conservative Target Date 12/21/2007 4.24% 3.04% -0.30% -4.65% 5.36% 5.02% 4.76% 21.37%
Mid-Cap Growth Investment Style 04/05/2000 8.18% 15.80% 6.45% -2.24% 5.31% 12.71% 9.33% 40.37%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.67% 3.68% -0.12% -4.01% 5.24% 5.46% 5.16% 20.65%
Target 2025 Conservative Target Date 12/21/2007 3.80% 2.31% 0.03% -2.98% 5.16% 4.34% 3.90% 16.14%
Target 2035 Conservative Target Date 12/21/2007 3.97% 2.98% -0.14% -4.11% 5.15% 4.72% 4.41% 19.62%
Target 2010 Aggressive Target Date 12/21/2007 3.35% 2.98% -0.14% -4.12% 5.14% 4.68% 4.38% 19.62%
Basic Med-term Mod Asset Allocation 10/07/2005 6.44% 3.11% -0.42% -3.51% 4.89% 5.19% 4.88% 19.21%
Target 2030 Conservative Target Date 12/21/2007 3.80% 2.65% -0.17% -3.84% 4.82% 4.43% 4.03% 18.39%
Municipal Bond Bond 01/15/2001 4.31% 3.36% -0.60% 1.82% 4.51% 3.55% 3.39% 11.44%
Target 2015 Moderate Target Date 12/21/2007 3.62% 2.91% -0.51% -3.92% 4.39% 4.23% 3.96% 18.24%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.02% 4.13% -0.55% -5.43% 4.30% 5.60% 5.46% 23.73%
Medium-term Moderate Asset Allocation 08/24/2012 4.84% 2.85% -1.19% -4.51% 4.09% 5.38% 4.64% 18.83%
Long-term Conservative Asset Allocation 08/24/2012 5.14% 2.69% -1.41% -4.89% 4.05% 5.56% 4.83% 19.97%
Target 2030 Aggressive Target Date 12/21/2007 4.39% 3.71% -1.46% -8.18% 4.03% 5.05% 4.93% 27.13%
Target 2040 Moderate Target Date 12/21/2007 4.19% 3.71% -1.47% -8.18% 4.03% 5.05% 4.93% 27.13%
Basic Long-term Mod Asset Allocation 10/07/2005 7.00% 4.15% -0.77% -5.70% 3.90% 5.40% 5.29% 23.90%
Target 2035 Aggressive Target Date 12/21/2007 4.25% 3.58% -1.85% -9.12% 3.33% 4.69% 4.72% 28.56%
Target 2025 Moderate Target Date 12/21/2007 3.77% 3.67% -1.15% -6.36% 3.32% 4.23% 3.98% 22.22%
Target 2020 Moderate Target Date 12/21/2007 3.67% 3.30% -1.00% -5.59% 3.27% 4.03% 3.73% 20.39%
Long-term Moderate Asset Allocation 08/24/2012 5.24% 3.03% -2.09% -6.52% 3.19% 5.34% 4.73% 22.62%
Target 2015 Aggressive Target Date 12/21/2007 3.14% 3.31% -1.27% -6.20% 3.06% 4.12% 3.86% 21.69%
Medium-term Aggressive Asset Allocation 08/24/2012 5.21% 2.97% -1.98% -6.41% 3.04% 5.26% 4.66% 22.37%
Target 2025 Aggressive Target Date 12/21/2007 3.88% 3.70% -1.63% -8.09% 2.91% 4.40% 4.23% 25.80%
Target 2035 Moderate Target Date 12/21/2007 3.96% 3.70% -1.63% -8.09% 2.91% 4.41% 4.24% 25.80%
Target 2050 Moderate Target Date 07/14/2010 6.89% 3.81% -2.28% -9.98% 2.53% 4.45% 4.60% 29.68%
Target 2040 Aggressive Target Date 12/21/2007 4.19% 3.82% -2.19% -9.85% 2.48% 4.42% 4.48% 28.90%
Target 2045 Moderate Target Date 12/21/2007 4.25% 3.82% -2.19% -9.85% 2.48% 4.42% 4.48% 28.90%
Aggressive Investment Style 04/05/2000 6.01% 9.02% -2.51% -12.21% 2.45% 7.44% 7.90% 36.51%
Basic Long-term Aggress Asset Allocation 10/07/2005 7.37% 5.32% -1.48% -8.61% 2.17% 5.43% 5.65% 29.89%
Sector ETF Sector/Industry 12/10/2001 7.32% 5.79% -0.38% -10.07% 2.08% 4.97% 6.19% 33.53%
Target 2045 Aggressive Target Date 12/21/2007 4.24% 3.98% -2.46% -10.49% 2.04% 4.19% 4.39% 30.00%
Target 2055 Moderate Target Date 07/14/2010 6.50% 3.97% -2.47% -10.50% 2.03% 4.19% 4.39% 30.00%
Target 2030 Moderate Target Date 12/21/2007 3.66% 3.57% -1.91% -7.91% 2.02% 3.78% 3.65% 24.02%
Target 2020 Aggressive Target Date 12/21/2007 3.31% 3.57% -1.91% -7.92% 2.02% 3.75% 3.64% 24.02%
Target 2060 Moderate Target Date 07/14/2010 6.36% 3.97% -2.47% -10.50% 2.02% 4.19% 4.39% 30.00%
International Geographic 04/05/2000 3.10% 6.94% -2.25% -12.22% 1.64% 2.42% 2.97% 31.01%
Global ETF Geographic 12/10/2001 7.37% 5.59% -1.90% -10.91% 1.58% 3.83% 4.18% 30.16%
Mid-Cap Blend Investment Style 10/26/2000 8.35% 8.63% -3.03% -14.45% 1.04% 4.18% 3.89% 40.52%
Target 2050 Aggressive Target Date 07/14/2010 6.22% 4.09% -3.41% -11.79% 0.69% 3.81% 4.19% 31.34%
Target 2055 Aggressive Target Date 07/14/2010 6.23% 4.09% -3.41% -11.79% 0.69% 3.81% 4.19% 31.34%
Target 2060 Aggressive Target Date 07/14/2010 6.23% 4.09% -3.41% -11.79% 0.69% 3.81% 4.19% 31.34%
High-Yield Bond Bond 09/07/2000 4.12% 4.68% -3.51% -5.12% 0.66% 2.46% 3.13% 15.53%
Global Bond Bond 09/07/2000 6.42% 5.29% -6.36% -6.34% 0.27% 1.44% 3.07% 16.35%
Africa Geographic 04/05/2000 7.75% 4.79% -9.70% -21.37% 0.25% -1.61% -0.18% 39.55%
Asia Geographic 04/05/2000 2.35% 4.33% -1.39% -11.81% -0.22% -0.93% 0.81% 27.83%
Folio 30 Market Index 04/05/2000 6.51% 3.08% -0.95% -11.78% -0.43% 7.74% 8.86% 30.19%
Consumer Staples 5 Sector/Industry 03/11/2001 7.07% -0.63% -2.77% -11.12% -0.83% -0.22% 3.81% 29.56%
Consumer Staples Sector/Industry 04/05/2000 9.68% 2.24% -0.70% -10.18% -1.33% 0.84% 4.75% 26.07%
Analyst Selections Strategy 09/07/2000 3.05% 7.74% 1.25% -9.71% -1.84% 4.20% 5.15% 31.47%
Dividend Yield Fundamental 09/22/2008 5.67% 2.43% -3.44% -14.67% -1.84% 3.52% 4.37% 33.66%
Small-Cap ETF Market Index 12/10/2001 8.46% 9.39% -2.88% -12.72% -2.18% 4.24% 4.90% 37.19%
Military Procurement Strategy 06/06/2003 13.54% 4.82% -6.66% -14.58% -3.03% 4.73% 9.13% 38.16%
Transport Sector/Industry 04/05/2000 8.03% 6.64% -0.80% -12.64% -3.74% 3.37% 4.45% 34.88%
Utility Sector/Industry 04/05/2000 7.79% 0.16% -8.71% -14.56% -4.97% 1.67% 4.68% 36.83%
Price-to-Sales Fundamental 09/22/2008 5.13% 5.23% -3.51% -16.39% -5.14% 2.70% 3.05% 35.30%
Dogs of the Dow Strategy 04/05/2000 7.80% 1.63% 1.60% -13.83% -5.88% 3.61% 7.10% 33.65%
REITs Sector/Industry 04/05/2000 10.32% 1.92% -9.63% -14.57% -6.16% 4.70% 5.78% 41.44%
Large-Cap Value Investment Style 04/05/2000 2.58% 6.74% -4.89% -18.89% -6.24% -4.05% -0.67% 34.88%
Industrial-Office REIT Sector/Industry 11/09/2000 7.96% -0.16% -10.77% -16.94% -6.43% 1.05% 6.29% 42.25%
Analyst Growth Strategy 09/07/2000 5.36% 8.64% -4.92% -13.65% -7.16% 5.25% 5.90% 30.75%
Value ETF Investment Style 12/10/2001 7.75% 4.40% -7.04% -18.57% -7.58% 0.81% 3.46% 36.16%
Moderate Investment Style 04/05/2000 8.51% 7.51% -7.87% -20.27% -7.74% -3.40% 1.04% 41.67%
Small-Cap Blend Investment Style 10/26/2000 9.50% 5.04% -8.61% -21.94% -8.53% -0.49% 3.47% 43.66%
Bear Market 1X Strategy 02/21/2008 -9.81% -6.64% -8.89% -0.97% -10.07% -6.79% -7.24% 27.29%
Financial Sector/Industry 04/05/2000 2.73% 4.67% -10.70% -21.21% -10.61% -1.72% 0.25% 39.44%
Price-to-Book Fundamental 09/22/2008 3.11% 4.96% -11.31% -22.57% -10.62% -1.10% 0.55% 37.48%
Wine Beer and Spirits Sector/Industry 06/06/2003 12.22% 4.09% -3.63% -15.06% -11.84% -2.45% 1.51% 28.14%
Residential REIT Sector/Industry 11/09/2000 12.68% 2.74% -17.72% -21.62% -12.67% 3.54% 9.37% 42.97%
High Income Investment Style 09/07/2000 9.05% 7.16% -13.16% -23.23% -12.92% 0.00% 3.90% 38.32%
Small-Cap Growth Investment Style 04/05/2000 4.66% 9.48% -9.82% -20.97% -14.76% -1.01% 1.78% 43.16%
Telecomms Sector/Industry 04/05/2000 -2.03% 2.73% -12.15% -19.61% -15.09% -7.00% -3.72% 30.43%
Mid-Cap Value Investment Style 04/05/2000 8.06% 7.76% -10.48% -26.71% -16.75% -1.56% -0.13% 44.23%
Aerospace Sector/Industry 04/05/2000 14.34% 8.38% -16.55% -25.37% -18.90% 3.86% 7.29% 43.65%
Australia and New Zealand Geographic 07/18/2007 -6.34% 11.23% -13.81% -21.67% -19.49% -9.01% -7.66% 33.53%
Analyst Upgrades Strategy 09/07/2000 8.29% 4.32% -15.63% -25.37% -21.26% -4.57% -0.63% 30.43%
Bear Market 1.5X Strategy 02/21/2008 -18.04% -10.12% -17.48% -7.49% -22.72% -15.02% -14.69% 42.91%
Banks Sector/Industry 04/05/2000 3.25% 4.11% -21.43% -34.24% -23.72% -7.80% -4.01% 42.61%
Small-Cap Value Investment Style 04/05/2000 7.83% 5.00% -12.71% -29.12% -24.49% -2.50% 1.01% 42.70%
Energy Sector/Industry 04/05/2000 5.22% 8.50% -17.40% -33.95% -28.78% -8.94% -7.50% 50.87%
Bear Market 2X Strategy 02/21/2008 -28.02% -16.06% -30.27% -16.67% -37.52% -25.20% -23.96% 66.07%
Latin America Geographic 04/05/2000 7.03% 6.21% -33.62% -46.33% -39.09% -13.15% -3.39% 51.80%
Retail REIT Sector/Industry 11/09/2000 8.17% 1.96% -35.41% -42.78% -39.77% -13.02% -9.17% 59.28%

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