Last Updated: June 25, 2019

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Residential REIT Sector/Industry 11/09/2000 14.18% -0.70% 4.39% 19.58% 21.11% 14.16% 16.09% 14.62%
Utility 5 Sector/Industry 03/11/2001 7.90% 1.48% 3.44% 16.04% 19.51% 8.88% 6.17% 14.34%
REITs Sector/Industry 04/05/2000 11.35% 1.29% 3.92% 19.54% 19.10% 8.54% 10.10% 14.57%
Dogs of the Dow Strategy 04/05/2000 8.81% 3.90% 4.02% 16.87% 18.69% 12.90% 10.34% 13.88%
Consumer Staples 5 Sector/Industry 03/11/2001 7.75% 2.66% 6.41% 21.55% 18.08% 5.53% 5.66% 13.67%
Aerospace Sector/Industry 04/05/2000 16.61% 4.51% 12.66% 25.97% 17.79% 23.52% 15.79% 18.46%
Defensive Strategy Strategy 02/28/2008 11.27% 2.93% 5.90% 18.84% 16.22% 9.50% 10.55% 11.24%
IPO Candy Strategy 07/28/2010 6.97% 0.62% 0.71% 15.63% 15.45% 24.28% 8.53% 17.66%
Healthcare Sector/Industry 04/05/2000 9.81% 5.14% 2.76% 8.88% 14.71% 11.48% 7.92% 15.85%
Utility Sector/Industry 04/05/2000 8.65% 1.66% 0.41% 11.66% 13.98% 7.52% 7.97% 12.53%
VizMetrics Permanent Plus Strategy 7.12% 6.21% 6.68% 14.06% 12.62% 7.47% - 6.78%
Folio 50 Market Index 04/05/2000 4.14% 3.30% 4.43% 16.58% 11.28% 15.52% 12.07% 16.81%
Corporate Bond Bond 09/07/2000 4.48% 2.94% 4.27% 9.52% 10.71% 3.90% 3.72% 3.08%
Multi-Sector Sector/Industry 04/05/2000 5.81% 4.64% 5.86% 15.55% 10.69% 15.43% 8.82% 15.29%
Foreign Small Cap Geographic 09/15/2008 10.43% 7.01% 1.51% 18.05% 10.50% 20.48% 10.78% 23.70%
Folio 30 Market Index 04/05/2000 7.05% 2.47% 4.78% 12.69% 10.33% 17.24% 11.80% 13.67%
Global Bond Bond 09/07/2000 6.93% 3.60% 3.64% 9.08% 10.31% 3.88% 2.96% 4.67%
Internet Sector/Industry 04/05/2000 2.47% 2.54% 5.13% 27.33% 10.00% 25.94% 13.22% 26.81%
Latin America Geographic 04/05/2000 10.48% 7.28% -0.69% 4.91% 9.97% 15.01% 6.14% 24.90%
Consumer Staples Sector/Industry 04/05/2000 10.37% 0.32% 5.32% 17.90% 9.80% 5.62% 7.35% 12.29%
Large-Cap ETF Market Index 12/10/2001 7.84% 3.29% 4.73% 17.52% 9.29% 15.20% 10.50% 15.43%
Large-Cap Blend Investment Style 10/26/2000 6.06% 3.02% 6.59% 18.48% 8.91% 14.17% 9.27% 13.99%
BetterInvesting Top 100 Strategy 08/04/2009 14.09% 3.66% 4.29% 16.05% 8.88% 13.63% 10.70% 15.74%
Long-term Aggressive Asset Allocation 08/24/2012 8.88% 3.51% 3.31% 16.81% 8.45% 11.73% 8.11% 12.45%
Global Geographic 04/05/2000 4.16% 2.57% 2.76% 15.42% 8.43% 13.83% 8.94% 16.49%
High Income Investment Style 09/07/2000 10.41% 1.25% 2.20% 14.10% 8.41% 10.39% 6.99% 11.04%
Bond ETF Bond 07/31/2002 4.58% 2.14% 3.24% 6.56% 8.14% 2.62% 3.15% 2.65%
Conservative Investment Style 04/05/2000 11.32% 1.60% 4.70% 15.53% 8.07% 17.56% 14.61% 14.84%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.64% 2.15% 3.39% 9.18% 8.06% 5.24% 4.49% 4.09%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.69% 2.10% 3.20% 6.97% 8.05% 3.52% 3.56% 2.42%
Basic Med-term Mod Asset Allocation 10/07/2005 6.72% 2.24% 3.63% 12.16% 7.97% 7.50% 5.70% 7.15%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.19% 2.24% 3.53% 10.40% 7.96% 6.37% 5.13% 5.43%
Growth ETF Investment Style 12/10/2001 9.16% 2.96% 4.33% 21.68% 7.83% 15.90% 10.13% 18.24%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.42% 2.39% 3.83% 14.02% 7.82% 9.24% 6.67% 9.39%
Short-term Aggressive Asset Allocation 08/24/2012 4.67% 2.70% 3.38% 10.88% 7.81% 6.08% 4.56% 5.37%
Basic Materials Sector/Industry 04/05/2000 9.08% 8.68% 5.65% 16.49% 7.79% 15.23% 5.17% 17.49%
Basic Long-term Aggress Asset Allocation 10/07/2005 7.98% 2.44% 3.97% 16.50% 7.78% 11.00% 7.58% 11.94%
Folio 100 Market Index 04/05/2000 4.57% 3.26% 3.07% 19.30% 7.76% 21.52% 15.30% 22.03%
Basic Long-term Mod Asset Allocation 10/07/2005 7.42% 2.39% 3.82% 14.11% 7.71% 9.13% 6.59% 9.38%
Basic Short-term Mod Asset Allocation 10/07/2005 5.05% 2.18% 3.29% 7.86% 7.68% 4.52% 3.89% 3.13%
Government Bond Bond 09/07/2000 4.32% 2.19% 3.38% 5.67% 7.65% 1.62% 2.84% 3.50%
Biotechnology Sector/Industry 04/05/2000 10.75% 2.32% 2.35% 24.10% 7.60% 15.73% 11.57% 27.37%
Dividend Yield Fundamental 09/22/2008 6.69% 2.35% 2.58% 13.09% 7.56% 11.14% 5.61% 13.08%
Military Procurement Strategy 06/06/2003 14.99% 4.61% 10.27% 23.47% 7.55% 16.53% 15.09% 17.27%
Medium-term Conservative Asset Allocation 08/24/2012 4.98% 2.71% 3.23% 11.66% 7.42% 6.36% 4.58% 6.27%
Zacks Momentum Anomaly Strategy 10/31/2011 19.13% -0.24% -3.09% 18.48% 7.41% 16.76% 10.02% 19.88%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.96% 2.42% 3.73% 12.67% 7.32% 8.39% 5.98% 8.19%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 5.02% 2.99% 3.15% 10.56% 7.11% 6.52% 4.23% 5.98%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 4.17% 2.85% 3.03% 9.06% 7.10% 5.17% 3.68% 4.48%
High-Yield Bond Bond 09/07/2000 4.39% 1.86% 2.66% 9.67% 7.09% 6.49% 3.39% 4.66%
MyPlanIQ SAA Growth Investment Style 08/12/2010 5.91% 3.67% 3.62% 12.33% 7.07% 6.54% 4.19% 7.35%
Short-term Conservative Asset Allocation 08/24/2012 3.19% 2.29% 2.92% 7.77% 6.69% 3.45% 3.22% 3.47%
Short-term Moderate Asset Allocation 08/24/2012 4.08% 2.41% 3.02% 9.12% 6.63% 4.90% 3.86% 4.55%
Mid-Cap Growth Investment Style 04/05/2000 8.37% 0.88% 3.61% 22.08% 6.53% 18.89% 10.64% 20.38%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 5.13% 2.97% 3.16% 10.61% 6.48% 5.81% 4.01% 5.77%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.31% 1.99% 2.37% 6.73% 6.47% 3.80% 2.93% 2.67%
Long-term Conservative Asset Allocation 08/24/2012 5.68% 2.78% 2.91% 13.27% 6.40% 7.97% 4.98% 8.69%
Medium-term Moderate Asset Allocation 08/24/2012 5.31% 2.69% 2.85% 12.55% 6.34% 7.57% 4.62% 8.09%
Low Volatility Strategy 02/26/2008 4.76% 2.10% 2.94% 9.29% 6.30% 4.03% 3.25% 4.50%
Sector ETF Sector/Industry 12/10/2001 7.80% 2.41% 3.31% 15.89% 6.22% 10.60% 8.04% 13.72%
CWM Global Market Strategy 07/28/2014 4.65% 2.54% 3.31% 10.63% 6.15% 7.25% - 6.91%
Industrial-Office REIT Sector/Industry 11/09/2000 8.83% 0.61% 2.67% 20.84% 6.14% 7.94% 8.16% 15.98%
Long-term Moderate Asset Allocation 08/24/2012 5.98% 3.15% 2.88% 14.36% 6.14% 8.67% 5.11% 10.04%
Medium-term Aggressive Asset Allocation 08/24/2012 5.94% 2.97% 2.80% 13.98% 5.98% 8.48% 5.01% 9.79%
Price-to-Sales Fundamental 09/22/2008 6.46% 2.92% 3.72% 13.39% 5.86% 12.35% 5.79% 14.75%
Low Volatility ETF Strategy 02/26/2008 4.53% 2.18% 2.65% 7.64% 5.84% 4.49% 3.12% 4.93%
Municipal Bond Bond 01/15/2001 4.31% 0.60% 2.15% 4.55% 5.83% 1.98% 3.12% 1.69%
Technology Sector/Industry 04/05/2000 1.97% 1.83% 0.23% 16.12% 5.81% 18.03% 11.19% 19.84%
MarketGlide 2010 Strategy 08/12/2009 6.46% 2.21% 3.04% 9.92% 5.81% 6.50% 4.33% 5.51%
MarketGlide 2015 Strategy 08/12/2009 7.02% 2.25% 3.08% 10.42% 5.67% 7.04% 4.59% 6.10%
MarketGlide 2020 Strategy 08/12/2009 7.74% 2.35% 3.15% 11.24% 5.55% 7.91% 5.02% 7.07%
MarketGlide 2025 Strategy 08/12/2009 8.49% 2.47% 3.25% 12.24% 5.38% 8.98% 5.55% 8.36%
Aggressive Investment Style 04/05/2000 6.37% 2.57% 5.32% 18.88% 5.19% 15.40% 9.69% 17.89%
Large-Cap Growth Investment Style 04/05/2000 3.70% 3.49% 8.14% 24.38% 5.14% 17.24% 10.40% 19.63%
Target 2010 Conservative Target Date 12/21/2007 3.96% 2.15% 2.58% 7.70% 5.02% 5.46% 2.97% 4.72%
MarketGlide 2030 Strategy 08/12/2009 9.09% 2.55% 3.26% 13.13% 4.97% 9.91% 5.98% 9.78%
FFCM ETF Absolute Return Strategy 02/08/2013 2.64% 1.42% 2.97% 7.34% 4.80% 4.10% 2.70% 5.02%
MarketGlide 2035 Strategy 08/12/2009 9.57% 2.62% 3.32% 13.93% 4.77% 10.81% 6.43% 10.99%
MarketGlide 2040 Strategy 08/12/2009 9.90% 2.70% 3.38% 14.52% 4.69% 11.44% 6.73% 11.90%
MarketGlide 2045 Strategy 08/12/2009 10.14% 2.73% 3.40% 14.89% 4.67% 11.89% 6.98% 12.49%
MarketGlide 2050 Strategy 08/12/2009 10.26% 2.76% 3.43% 15.13% 4.63% 12.09% 7.10% 12.85%
Global ETF Geographic 12/10/2001 7.93% 3.32% 3.36% 14.41% 4.34% 12.29% 5.50% 14.00%
Internet 5 Sector/Industry 03/11/2001 15.37% 2.79% 2.89% 25.67% 4.30% 25.90% 18.19% 28.01%
Target 2015 Conservative Target Date 12/21/2007 3.51% 2.32% 2.28% 8.40% 4.10% 5.87% 2.85% 5.96%
Target 2055 Conservative Target Date 07/14/2010 6.95% 3.13% 2.39% 13.36% 3.60% 9.56% 5.48% 11.19%
Target 2060 Conservative Target Date 07/14/2010 6.95% 3.13% 2.39% 13.36% 3.60% 9.56% 5.48% 11.19%
Target 2050 Conservative Target Date 07/14/2010 6.98% 3.02% 2.39% 13.15% 3.59% 9.36% 5.45% 10.90%
Target 2010 Moderate Target Date 12/21/2007 3.78% 2.37% 2.27% 9.31% 3.52% 5.78% 2.99% 6.67%
Target 2050 Aggressive Target Date 07/14/2010 7.29% 3.79% 1.83% 14.27% 3.46% 10.52% 5.31% 13.68%
Target 2055 Aggressive Target Date 07/14/2010 7.30% 3.79% 1.83% 14.27% 3.46% 10.52% 5.32% 13.68%
Target 2060 Aggressive Target Date 07/14/2010 7.30% 3.79% 1.83% 14.27% 3.46% 10.52% 5.32% 13.68%
Target 2045 Conservative Target Date 12/21/2007 4.84% 2.92% 2.31% 12.53% 3.35% 8.82% 5.07% 10.40%
Africa Geographic 04/05/2000 8.88% 12.87% 6.64% 16.30% 3.26% 6.25% -1.00% 21.18%
Target 2040 Conservative Target Date 12/21/2007 4.39% 2.69% 2.27% 11.45% 3.24% 7.39% 4.19% 9.03%
Target 2050 Moderate Target Date 07/14/2010 7.81% 3.63% 1.97% 14.08% 3.20% 10.16% 5.80% 13.08%
Target 2035 Aggressive Target Date 12/21/2007 4.66% 3.65% 2.04% 13.76% 3.19% 9.98% 5.54% 12.73%
Target 2020 Conservative Target Date 12/21/2007 3.55% 2.30% 1.99% 8.61% 3.12% 5.64% 2.76% 6.56%
Target 2030 Aggressive Target Date 12/21/2007 4.74% 3.53% 1.99% 13.60% 3.11% 9.84% 5.60% 12.34%
Target 2040 Moderate Target Date 12/21/2007 4.52% 3.53% 1.99% 13.60% 3.11% 9.84% 5.11% 12.34%
Target 2045 Aggressive Target Date 12/21/2007 4.77% 3.69% 1.85% 13.95% 2.94% 10.28% 5.24% 13.37%
Target 2015 Moderate Target Date 12/21/2007 3.77% 2.40% 2.17% 9.93% 2.94% 5.89% 3.00% 7.38%
Target 2055 Moderate Target Date 07/14/2010 7.44% 3.69% 1.85% 13.95% 2.94% 10.28% 5.42% 13.37%
Target 2060 Moderate Target Date 07/14/2010 7.28% 3.69% 1.85% 13.95% 2.94% 10.28% 5.42% 13.37%
Target 2040 Aggressive Target Date 12/21/2007 4.66% 3.63% 1.95% 13.86% 2.92% 10.00% 5.33% 12.91%
Target 2045 Moderate Target Date 12/21/2007 4.74% 3.63% 1.95% 13.86% 2.92% 10.00% 5.43% 12.91%
Target 2025 Conservative Target Date 12/21/2007 3.88% 2.33% 1.92% 8.76% 2.90% 5.83% 2.91% 6.89%
Top Ten Buys Strategy 03/11/2001 6.50% 3.87% 0.46% 14.35% 2.82% 4.23% 1.98% 19.91%
Telecomms Sector/Industry 04/05/2000 -1.14% 2.78% -1.20% 4.65% 2.77% 4.77% 0.20% 14.35%
Target 2035 Conservative Target Date 12/21/2007 4.10% 2.56% 2.12% 10.36% 2.77% 6.85% 3.81% 8.38%
Target 2035 Moderate Target Date 12/21/2007 4.35% 3.33% 1.95% 12.80% 2.75% 8.86% 4.77% 11.56%
Target 2010 Aggressive Target Date 12/21/2007 3.43% 2.55% 2.11% 10.35% 2.74% 6.80% 3.79% 8.38%
Target 2025 Aggressive Target Date 12/21/2007 4.26% 3.33% 1.95% 12.80% 2.71% 8.85% 4.76% 11.56%
Target 2030 Conservative Target Date 12/21/2007 3.93% 2.49% 1.98% 9.69% 2.70% 6.33% 3.36% 7.84%
Target 2015 Aggressive Target Date 12/21/2007 3.39% 2.63% 1.94% 11.20% 2.59% 7.07% 3.69% 9.15%
Mid-Cap Blend Investment Style 10/26/2000 8.89% 1.97% 4.61% 13.09% 2.39% 11.03% 7.33% 16.10%
Target 2025 Moderate Target Date 12/21/2007 4.06% 2.85% 1.95% 11.39% 2.18% 7.49% 4.02% 9.79%
Target 2020 Moderate Target Date 12/21/2007 3.93% 2.60% 1.94% 10.61% 2.17% 6.59% 3.61% 8.69%
Target 2030 Moderate Target Date 12/21/2007 4.07% 2.92% 1.79% 11.97% 2.05% 7.67% 4.05% 10.42%
Target 2020 Aggressive Target Date 12/21/2007 3.69% 2.92% 1.79% 11.97% 2.05% 7.65% 4.08% 10.42%
Value ETF Investment Style 12/10/2001 8.88% 2.40% 3.28% 14.42% 1.85% 11.10% 7.55% 13.90%
Analyst Selections Strategy 09/07/2000 3.49% 2.79% 4.29% 15.33% 1.63% 13.89% 8.37% 16.44%
Price-to-Book Fundamental 09/22/2008 4.74% 2.13% 1.27% 11.74% 1.59% 11.66% 4.04% 14.40%
Europe 100 Geographic 11/17/2008 7.05% 1.94% 2.02% 13.16% 1.14% 8.45% 0.21% 13.80%
Mid-Cap Value Investment Style 04/05/2000 9.61% 1.29% 2.89% 19.46% 0.88% 10.44% 4.88% 17.26%
Analyst Upgrades Strategy 09/07/2000 10.37% 3.36% 0.21% 13.47% 0.78% 12.73% 5.89% 15.41%
Financial Sector/Industry 04/05/2000 3.60% 1.85% 3.89% 11.41% 0.70% 13.06% 4.62% 14.25%
Developed Markets 100 Geographic 09/15/2008 3.32% 2.15% 2.22% 12.18% 0.56% 8.56% 0.53% 13.62%
International 100 Geographic 11/19/2008 7.49% 2.70% 0.98% 11.19% 0.20% 9.28% 0.92% 14.32%
Transport Sector/Industry 04/05/2000 8.73% 0.39% 2.27% 13.73% 0.11% 13.90% 6.29% 18.95%
Precious Metals Sector/Industry 06/25/2009 0.19% 5.58% 0.37% 4.15% -0.23% -3.00% -5.69% 13.04%
Bear Market 1X Strategy 02/21/2008 -9.93% -1.78% -1.78% -9.89% -0.35% -9.64% -7.55% 10.58%
Small-Cap ETF Market Index 12/10/2001 9.21% 1.63% 2.25% 16.76% -0.44% 12.63% 7.46% 17.14%
International Geographic 04/05/2000 3.35% 3.15% 2.22% 11.73% -0.51% 8.95% 4.12% 13.48%
BRIC Geographic 09/15/2008 3.74% 5.54% -3.06% 11.81% -0.72% 15.46% 3.63% 22.84%
Emerging Markets 50 Geographic 09/15/2008 3.32% 4.97% -2.91% 8.09% -1.07% 12.43% 2.99% 19.98%
European Oil and Gas Geographic 11/18/2008 5.64% 2.98% 0.68% 11.60% -1.49% 13.56% 0.27% 19.37%
Personal Finance Growth Strategy 08/08/2011 8.23% 3.60% 3.44% 16.07% -2.70% 7.38% 3.35% 18.26%
Banks Sector/Industry 04/05/2000 4.98% 1.65% 1.73% 10.32% -3.02% 11.18% 2.23% 15.66%
Retail REIT Sector/Industry 11/09/2000 11.42% -4.06% -2.51% 11.97% -3.42% -4.30% 1.79% 17.66%
Large-Cap Value Investment Style 04/05/2000 3.09% 0.03% -1.87% 9.13% -3.64% 4.12% 3.70% 15.22%
Construction Sector/Industry 04/05/2000 8.67% 3.22% 4.93% 19.97% -3.77% 7.83% 7.28% 19.39%
Euroland Geographic 11/18/2008 5.38% 2.78% 3.08% 13.01% -3.99% 8.75% -0.94% 16.52%
Asia Geographic 04/05/2000 2.63% 3.34% -0.82% 7.91% -4.40% 7.48% 3.78% 15.68%
Moderate Investment Style 04/05/2000 9.53% 1.46% -0.57% 9.28% -5.12% 10.99% 6.14% 15.81%
Japan Geographic 11/21/2000 1.06% 2.22% 0.23% 3.88% -5.52% 4.57% 3.07% 14.79%
Bear Market 1.5X Strategy 02/21/2008 -17.88% -3.96% -4.30% -17.74% -6.03% -17.59% -14.03% 18.44%
International Telecom 35 Geographic 11/17/2008 3.76% 2.44% -7.12% -4.94% -6.25% -0.91% -3.04% 14.25%
Small-Cap Value Investment Style 04/05/2000 9.78% -2.35% 1.72% 10.91% -6.50% 14.21% 8.00% 16.86%
Energy Sector/Industry 04/05/2000 7.55% 2.71% -0.14% 12.97% -7.07% 5.54% -3.99% 19.86%
Analyst Growth Strategy 09/07/2000 6.06% 0.13% 0.77% 15.61% -7.82% 16.67% 9.43% 21.92%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.73% -2.89% -1.00% 9.21% -7.87% 4.80% 3.97% 14.91%
Australia and New Zealand Geographic 07/18/2007 -5.11% -0.08% -3.92% 13.31% -8.33% -1.85% -6.62% 18.55%
Western Pacific Rim Geographic 08/06/2009 8.17% -2.40% -8.96% 0.46% -10.92% 5.55% 1.15% 17.00%
Bear Market 2X Strategy 02/21/2008 -27.45% -5.95% -6.78% -26.65% -11.11% -27.19% -21.97% 32.78%
Small-Cap Growth Investment Style 04/05/2000 5.68% -2.53% -0.22% 13.41% -11.46% 12.92% 4.80% 22.00%
Small-Cap Blend Investment Style 10/26/2000 10.54% -0.40% 0.09% 6.57% -13.58% 11.83% 6.88% 17.12%
Zacks Analyst Anomaly Strategy 10/31/2011 9.13% 1.09% 2.33% 20.30% -13.93% 7.50% -0.65% 24.34%
China Select Geographic 09/28/2008 7.41% 3.21% -8.38% 8.46% -17.28% 11.25% 4.42% 27.49%
Zacks Value Anomaly Strategy 10/31/2011 5.93% -1.17% -7.66% 2.57% -23.47% 2.67% -5.60% 20.26%
Tiny Titans 101 Strategy 10/19/2010 1.76% -4.08% -8.13% 3.21% -27.13% 5.10% 3.57% 19.78%
Zacks Small Cap Anomaly Strategy 10/31/2011 1.95% -1.59% -1.17% 11.36% -28.21% -2.27% -8.05% 26.09%
Zacks Multi-Anomaly Strategy 10/31/2011 -7.17% -3.69% -12.04% -17.61% -37.26% -16.24% -20.05% 22.05%

Past performance is no guarantee of future results.
See how returns are calculated