Last Updated: February 20, 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 5.77% 4.74% 16.75% 10.74% 38.72% 22.96% 17.98% 15.66%
Internet 5 Sector/Industry 03/11/2001 15.97% 2.78% 17.08% 9.83% 32.30% 24.50% 22.64% 18.90%
Utility 5 Sector/Industry 03/11/2001 8.53% 7.06% 13.57% 10.73% 26.82% 15.43% 10.90% 11.25%
Defensive Strategy Strategy 02/28/2008 12.08% 1.19% 7.56% 4.01% 26.24% 13.71% 11.65% 9.12%
Folio 50 Market Index 04/05/2000 4.86% 1.51% 10.27% 5.11% 26.01% 15.89% 13.80% 12.51%
Multi-Sector Sector/Industry 04/05/2000 6.55% 2.75% 11.13% 6.40% 25.82% 16.98% 11.81% 11.74%
Residential REIT Sector/Industry 11/09/2000 14.69% 4.47% 5.98% 6.74% 25.77% 16.92% 16.61% 12.04%
VizMetrics Permanent Plus Strategy 9.35% 4.69% 9.33% 7.96% 25.58% 13.38% 8.95% 6.91%
Construction Sector/Industry 04/05/2000 9.43% 1.58% 5.85% 4.18% 25.57% 8.69% 10.89% 13.91%
Technology Sector/Industry 04/05/2000 2.89% 3.61% 12.86% 8.69% 25.54% 19.04% 13.79% 15.18%
Large-Cap Growth Investment Style 04/05/2000 4.36% 1.11% 9.69% 5.07% 25.31% 18.34% 11.78% 12.10%
Internet Sector/Industry 04/05/2000 3.19% 3.34% 19.48% 14.21% 25.30% 22.38% 14.57% 19.31%
Growth ETF Investment Style 12/10/2001 9.86% 3.15% 11.58% 7.68% 25.18% 16.86% 11.89% 13.48%
Industrial-Office REIT Sector/Industry 11/09/2000 9.52% 4.89% 8.05% 7.30% 24.13% 11.09% 10.44% 12.85%
Large-Cap ETF Market Index 12/10/2001 8.50% 1.92% 9.50% 5.30% 23.93% 15.27% 12.10% 11.83%
REITs Sector/Industry 04/05/2000 11.76% 5.13% 7.41% 7.56% 23.48% 13.63% 10.07% 12.01%
BetterInvesting Top 100 Strategy 08/04/2009 14.83% 1.69% 8.73% 4.88% 21.67% 13.96% 11.63% 12.16%
Large-Cap Blend Investment Style 10/26/2000 6.63% 2.48% 9.59% 5.36% 21.17% 13.23% 11.10% 11.78%
Global Geographic 04/05/2000 4.82% 0.81% 8.13% 3.66% 20.91% 15.03% 10.54% 11.66%
Long-term Aggressive Asset Allocation 08/24/2012 9.95% 1.37% 7.53% 4.45% 20.03% 12.55% 9.16% 9.42%
Consumer Staples 5 Sector/Industry 03/11/2001 7.93% -0.24% 5.20% 1.61% 19.97% 7.34% 6.52% 12.14%
Biotechnology Sector/Industry 04/05/2000 11.16% 0.25% 7.88% -0.24% 19.71% 15.79% 8.37% 20.55%
Utility Sector/Industry 04/05/2000 9.10% 3.32% 10.62% 6.55% 19.43% 11.82% 9.45% 9.88%
Aggressive Investment Style 04/05/2000 6.92% -0.95% 7.44% 2.44% 18.62% 14.58% 11.90% 14.42%
MarketGlide 2050 Strategy 08/12/2009 10.96% 0.84% 7.64% 3.66% 18.35% 11.83% 8.98% 9.96%
MarketGlide 2045 Strategy 08/12/2009 10.83% 0.85% 7.54% 3.61% 18.15% 11.68% 8.85% 9.67%
Conservative Investment Style 04/05/2000 11.62% 3.36% 9.93% 6.21% 18.12% 18.41% 14.60% 9.44%
Military Procurement Strategy 06/06/2003 15.23% -0.37% 6.35% 5.67% 18.03% 13.89% 13.70% 14.74%
Consumer Staples Sector/Industry 04/05/2000 10.48% -0.29% 5.60% 1.34% 17.83% 7.31% 7.78% 10.43%
Precious Metals Sector/Industry 06/25/2009 1.73% 0.45% 7.74% 3.61% 17.79% 2.92% 1.48% 14.90%
MarketGlide 2040 Strategy 08/12/2009 10.57% 0.86% 7.32% 3.53% 17.72% 11.32% 8.56% 9.21%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.47% 1.34% 6.47% 3.75% 17.31% 11.03% 8.44% 9.42%
Sector ETF Sector/Industry 12/10/2001 8.25% 1.05% 7.25% 3.33% 17.20% 10.45% 9.16% 10.78%
MarketGlide 2035 Strategy 08/12/2009 10.20% 0.89% 6.99% 3.43% 17.09% 10.82% 8.17% 8.47%
Healthcare Sector/Industry 04/05/2000 10.24% -0.77% 6.84% 1.38% 16.64% 14.43% 7.73% 12.42%
MarketGlide 2030 Strategy 08/12/2009 9.68% 0.94% 6.57% 3.29% 16.35% 10.17% 7.64% 7.48%
High Income Investment Style 09/07/2000 10.74% -0.99% 6.58% 1.25% 16.27% 10.06% 9.95% 9.91%
Aerospace Sector/Industry 04/05/2000 16.53% -0.56% 2.63% 5.00% 15.96% 17.99% 14.59% 14.26%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.83% 1.42% 5.63% 3.48% 15.78% 9.72% 7.45% 7.30%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 5.77% 1.43% 5.97% 3.59% 15.72% 8.72% 6.00% 4.49%
MarketGlide 2025 Strategy 08/12/2009 9.03% 1.02% 6.04% 3.16% 15.55% 9.53% 7.08% 6.34%
Basic Long-term Mod Asset Allocation 10/07/2005 7.82% 1.39% 5.54% 3.43% 15.54% 9.57% 7.33% 7.31%
Target 2055 Conservative Target Date 07/14/2010 7.73% 0.81% 5.97% 2.79% 15.41% 9.91% 7.87% 8.70%
Target 2060 Conservative Target Date 07/14/2010 7.73% 0.81% 5.97% 2.79% 15.41% 9.91% 7.87% 8.70%
Mid-Cap Blend Investment Style 10/26/2000 9.45% -0.55% 5.08% 1.78% 15.35% 9.31% 8.12% 13.50%
Target 2050 Conservative Target Date 07/14/2010 7.75% 0.92% 5.90% 2.85% 15.28% 9.80% 7.81% 8.47%
Global ETF Geographic 12/10/2001 8.24% -1.14% 5.41% 1.22% 15.15% 10.58% 7.42% 11.29%
MyPlanIQ SAA Growth Investment Style 08/12/2010 6.56% 0.82% 5.42% 2.57% 14.88% 8.26% 5.96% 5.83%
Folio 30 Market Index 04/05/2000 7.35% -0.30% 4.66% 1.36% 14.83% 13.89% 12.06% 10.75%
Long-term Moderate Asset Allocation 08/24/2012 6.77% 0.57% 5.32% 2.69% 14.78% 9.30% 6.55% 7.62%
Corporate Bond Bond 09/07/2000 4.72% 1.97% 3.39% 2.77% 14.75% 6.52% 4.65% 3.90%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.33% 1.27% 5.05% 3.11% 14.66% 8.91% 6.79% 6.34%
MarketGlide 2020 Strategy 08/12/2009 8.24% 1.07% 5.52% 2.98% 14.58% 8.72% 6.43% 5.33%
Medium-term Aggressive Asset Allocation 08/24/2012 6.71% 0.62% 5.22% 2.67% 14.43% 9.12% 6.44% 7.43%
Long-term Conservative Asset Allocation 08/24/2012 6.44% 0.94% 5.04% 2.87% 14.34% 8.90% 6.30% 6.58%
Target 2045 Conservative Target Date 12/21/2007 5.49% 0.80% 5.52% 2.62% 14.30% 9.23% 7.34% 8.08%
Dividend Yield Fundamental 09/22/2008 7.25% -1.89% 3.69% -0.39% 14.22% 10.03% 7.83% 10.63%
Basic Med-term Mod Asset Allocation 10/07/2005 7.05% 1.44% 4.68% 3.13% 14.17% 8.40% 6.34% 5.55%
Short-term Aggressive Asset Allocation 08/24/2012 5.38% 1.53% 4.26% 3.01% 14.05% 7.85% 5.61% 4.30%
Medium-term Conservative Asset Allocation 08/24/2012 5.67% 1.37% 4.39% 2.88% 13.93% 7.94% 5.68% 4.88%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 4.82% 1.37% 5.03% 3.14% 13.74% 7.46% 5.16% 3.45%
MarketGlide 2015 Strategy 08/12/2009 7.48% 1.09% 5.04% 2.80% 13.68% 8.04% 5.90% 4.58%
Medium-term Moderate Asset Allocation 08/24/2012 6.02% 0.82% 4.70% 2.58% 13.65% 8.45% 6.01% 6.13%
Target 2030 Aggressive Target Date 12/21/2007 5.38% -0.10% 5.67% 1.74% 13.45% 9.22% 7.26% 9.82%
Target 2040 Moderate Target Date 12/21/2007 5.17% -0.10% 5.67% 1.74% 13.45% 9.22% 7.26% 9.82%
Personal Finance Growth Strategy 08/08/2011 8.86% -1.35% 4.94% 0.25% 13.26% 4.63% 4.94% 16.53%
Analyst Growth Strategy 09/07/2000 6.49% 0.57% 10.02% 4.66% 13.25% 15.07% 10.05% 16.26%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.49% 1.52% 4.19% 2.99% 13.25% 7.58% 5.75% 4.21%
CWM Global Market Strategy 07/28/2014 5.64% 0.78% 4.42% 2.27% 13.15% 8.02% 5.89% 5.24%
MarketGlide 2010 Strategy 08/12/2009 6.90% 1.10% 4.71% 2.68% 13.13% 7.63% 5.59% 4.14%
Target 2050 Moderate Target Date 07/14/2010 8.43% -0.40% 5.53% 1.44% 13.07% 9.11% 7.31% 10.54%
Target 2035 Aggressive Target Date 12/21/2007 5.29% -0.32% 5.44% 1.49% 13.03% 9.04% 7.25% 10.23%
International Geographic 04/05/2000 3.81% -1.99% 6.38% -0.07% 12.86% 9.61% 5.82% 11.79%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 5.67% 0.65% 4.40% 2.04% 12.85% 7.20% 5.39% 4.58%
Top Ten Buys Strategy 03/11/2001 7.02% 0.90% 8.67% 2.48% 12.80% 6.21% 3.38% 11.97%
Mid-Cap Growth Investment Style 04/05/2000 8.69% 1.31% 10.03% 5.05% 12.73% 18.20% 11.55% 14.22%
Target 2040 Aggressive Target Date 12/21/2007 5.28% -0.50% 5.34% 1.27% 12.66% 8.92% 7.13% 10.41%
Target 2045 Moderate Target Date 12/21/2007 5.35% -0.50% 5.34% 1.27% 12.66% 8.92% 7.13% 10.41%
Target 2045 Aggressive Target Date 12/21/2007 5.39% -0.67% 5.45% 1.18% 12.64% 8.97% 7.20% 10.82%
Target 2055 Moderate Target Date 07/14/2010 8.06% -0.68% 5.44% 1.18% 12.64% 8.97% 7.20% 10.82%
Target 2060 Moderate Target Date 07/14/2010 7.91% -0.68% 5.44% 1.18% 12.64% 8.97% 7.20% 10.82%
Target 2055 Aggressive Target Date 07/14/2010 7.93% -0.75% 5.72% 1.13% 12.60% 9.01% 7.25% 11.17%
Target 2060 Aggressive Target Date 07/14/2010 7.93% -0.75% 5.72% 1.13% 12.60% 9.01% 7.25% 11.17%
Target 2050 Aggressive Target Date 07/14/2010 7.92% -0.75% 5.72% 1.13% 12.59% 9.01% 7.25% 11.17%
Target 2040 Conservative Target Date 12/21/2007 4.93% 0.65% 4.61% 2.15% 12.38% 7.91% 6.27% 7.04%
Foreign Small Cap Geographic 09/15/2008 10.85% -4.24% 13.35% 0.39% 12.35% 14.55% 14.51% 21.21%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.89% 1.54% 3.58% 2.77% 12.25% 6.73% 5.03% 3.35%
Basic Materials Sector/Industry 04/05/2000 9.18% -1.75% 4.08% -0.88% 12.20% 10.35% 8.19% 14.40%
Small-Cap ETF Market Index 12/10/2001 9.59% 0.78% 7.05% 3.21% 12.19% 10.16% 8.88% 14.04%
Short-term Moderate Asset Allocation 08/24/2012 4.66% 1.48% 3.52% 2.64% 11.98% 6.62% 4.78% 3.73%
Africa Geographic 04/05/2000 9.02% -2.85% 2.46% -2.77% 11.95% 6.07% 2.64% 17.93%
Target 2025 Aggressive Target Date 12/21/2007 4.81% -0.29% 5.01% 1.43% 11.90% 8.29% 6.45% 9.10%
Target 2035 Moderate Target Date 12/21/2007 4.90% -0.29% 5.01% 1.43% 11.90% 8.29% 6.46% 9.10%
Financial Sector/Industry 04/05/2000 4.01% -0.56% 4.42% 0.15% 11.53% 6.05% 6.18% 12.58%
Value ETF Investment Style 12/10/2001 9.15% -0.44% 4.75% 1.02% 11.44% 8.07% 8.26% 12.16%
Basic Short-term Mod Asset Allocation 10/07/2005 5.27% 1.42% 3.09% 2.45% 11.39% 6.07% 4.50% 2.78%
Price-to-Book Fundamental 09/22/2008 5.42% -2.24% 3.19% -1.03% 11.36% 7.47% 6.41% 12.36%
Target 2035 Conservative Target Date 12/21/2007 4.57% 0.40% 4.15% 1.78% 11.12% 7.27% 5.75% 6.53%
Target 2010 Aggressive Target Date 12/21/2007 3.94% 0.40% 4.15% 1.78% 11.11% 7.23% 5.72% 6.53%
Price-to-Sales Fundamental 09/22/2008 6.84% -1.70% 1.52% -0.77% 11.01% 9.80% 7.03% 12.00%
Target 2015 Conservative Target Date 12/21/2007 3.96% 0.71% 3.74% 2.01% 10.98% 6.80% 5.24% 4.54%
Target 2025 Moderate Target Date 12/21/2007 4.53% -0.15% 4.31% 1.36% 10.92% 7.45% 5.75% 7.64%
Target 2030 Moderate Target Date 12/21/2007 4.55% -0.34% 4.32% 1.19% 10.80% 7.45% 5.73% 8.23%
Target 2020 Aggressive Target Date 12/21/2007 4.18% -0.34% 4.32% 1.19% 10.80% 7.42% 5.72% 8.23%
Target 2015 Aggressive Target Date 12/21/2007 3.88% 0.09% 4.22% 1.54% 10.79% 7.27% 5.64% 7.18%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.88% 1.63% 2.73% 2.49% 10.72% 5.42% 4.02% 2.72%
Target 2010 Moderate Target Date 12/21/2007 4.20% 0.57% 3.68% 1.74% 10.72% 6.59% 5.20% 5.17%
Short-term Conservative Asset Allocation 08/24/2012 3.68% 1.54% 2.77% 2.40% 10.61% 5.46% 3.86% 3.42%
Low Volatility Strategy 02/26/2008 4.98% 0.47% 3.11% 1.29% 10.56% 4.74% 4.03% 3.80%
Global Bond Bond 09/07/2000 6.93% 0.95% 3.63% 1.12% 10.48% 5.44% 4.65% 4.37%
Target 2010 Conservative Target Date 12/21/2007 4.32% 0.67% 3.39% 1.99% 10.41% 6.50% 4.80% 3.50%
Euroland Geographic 11/18/2008 5.62% -1.00% 3.69% -0.33% 10.37% 5.30% 2.31% 13.68%
Target 2015 Moderate Target Date 12/21/2007 4.18% 0.46% 3.64% 1.59% 10.34% 6.50% 5.12% 5.78%
Bond ETF Bond 07/31/2002 4.71% 1.88% 2.61% 2.59% 10.31% 4.83% 3.60% 3.46%
Target 2030 Conservative Target Date 12/21/2007 4.35% 0.28% 3.82% 1.58% 10.28% 6.78% 5.28% 6.10%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.74% 0.99% 3.26% 2.10% 10.21% 5.53% 3.87% 2.13%
Government Bond Bond 09/07/2000 4.42% 2.38% 2.15% 3.17% 10.12% 4.43% 3.05% 4.73%
Target 2020 Moderate Target Date 12/21/2007 4.35% 0.01% 3.82% 1.29% 10.10% 6.80% 5.28% 6.82%
Target 2020 Conservative Target Date 12/21/2007 3.95% 0.42% 3.50% 1.60% 9.99% 6.36% 4.91% 5.07%
Target 2025 Conservative Target Date 12/21/2007 4.27% 0.30% 3.53% 1.52% 9.80% 6.38% 4.94% 5.35%
FFCM ETF Absolute Return Strategy 02/08/2013 3.29% 1.46% 3.28% 2.98% 9.79% 5.75% 3.90% 3.39%
China Select Geographic 09/28/2008 8.52% -3.68% 13.95% 3.61% 9.50% 10.10% 6.91% 22.55%
Transport Sector/Industry 04/05/2000 9.00% -1.55% 4.11% 2.24% 9.17% 7.83% 6.01% 16.24%
Moderate Investment Style 04/05/2000 10.05% -0.20% 8.65% 3.22% 9.12% 6.03% 7.33% 16.70%
Large-Cap Value Investment Style 04/05/2000 3.60% -2.44% 1.42% -1.78% 8.90% 3.10% 3.70% 12.26%
Emerging Markets 50 Geographic 09/15/2008 4.16% -5.05% 6.41% -2.79% 8.84% 8.69% 5.96% 17.82%
Low Volatility ETF Strategy 02/26/2008 4.75% 0.27% 2.62% 1.34% 8.77% 5.04% 3.91% 3.86%
IPO Candy Strategy 07/28/2010 7.19% 5.99% 16.06% 15.85% 8.74% 19.86% 7.76% 12.11%
High-Yield Bond Bond 09/07/2000 4.51% 0.43% 3.35% 0.89% 8.73% 5.31% 4.58% 3.62%
Analyst Selections Strategy 09/07/2000 3.66% -2.28% 5.83% 0.51% 8.40% 10.46% 7.97% 13.16%
International 100 Geographic 11/19/2008 7.63% -3.68% 3.19% -2.33% 8.30% 6.61% 3.08% 12.24%
Europe 100 Geographic 11/17/2008 6.97% -2.94% 2.86% -1.94% 7.66% 6.10% 2.14% 11.35%
Developed Markets 100 Geographic 09/15/2008 3.52% -3.26% 1.92% -2.31% 7.65% 5.78% 2.32% 10.90%
Municipal Bond Bond 01/15/2001 4.37% 0.91% 2.21% 1.82% 7.64% 4.38% 3.26% 1.73%
Japan Geographic 11/21/2000 1.52% -4.31% -2.75% -3.87% 7.56% 4.41% 4.31% 11.02%
BRIC Geographic 09/15/2008 4.32% -5.15% 8.71% -1.81% 6.61% 9.69% 6.56% 18.56%
Dogs of the Dow Strategy 04/05/2000 8.47% -4.29% -1.44% -4.54% 6.37% 6.60% 9.48% 12.51%
Australia and New Zealand Geographic 07/18/2007 -4.38% -1.43% -5.57% 3.51% 5.75% -2.42% -3.59% 17.25%
Zacks Momentum Anomaly Strategy 10/31/2011 18.30% -11.89% -10.23% -12.79% 5.64% 9.18% 9.51% 21.12%
Mid-Cap Value Investment Style 04/05/2000 9.61% -5.03% 1.29% -4.48% 5.37% 6.48% 4.85% 15.30%
Retail REIT Sector/Industry 11/09/2000 11.46% -0.29% -2.10% -0.08% 5.13% -0.57% 0.57% 15.08%
Banks Sector/Industry 04/05/2000 5.19% -3.46% -0.32% -5.55% 4.91% 3.00% 4.06% 14.65%
Small-Cap Blend Investment Style 10/26/2000 10.94% -4.11% 4.17% -1.89% 4.87% 7.74% 9.22% 17.39%
Zacks Analyst Anomaly Strategy 10/31/2011 9.15% 2.46% 3.80% 2.55% 3.86% 1.47% -1.33% 21.30%
Asia Geographic 04/05/2000 2.88% -4.29% 1.96% -2.51% 3.67% 4.60% 3.21% 11.98%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.47% -2.39% 1.58% -0.99% 3.51% 4.38% 4.87% 13.60%
Small-Cap Growth Investment Style 04/05/2000 6.02% 0.90% 6.79% 0.94% 3.00% 9.79% 7.02% 18.51%
Analyst Upgrades Strategy 09/07/2000 10.02% -2.09% 3.05% -0.38% 0.75% 6.25% 4.87% 12.56%
Zacks Small Cap Anomaly Strategy 10/31/2011 2.93% -0.85% 14.41% 5.87% 0.26% -3.64% -3.49% 23.87%
Telecomms Sector/Industry 04/05/2000 -0.96% -1.20% 2.30% 0.41% -0.48% 1.49% 0.47% 13.34%
Energy Sector/Industry 04/05/2000 7.14% -6.47% -0.69% -6.61% -4.13% 0.97% -0.32% 16.47%
Western Pacific Rim Geographic 08/06/2009 8.12% -3.89% 0.40% 0.82% -5.09% 0.54% 1.78% 14.86%
Latin America Geographic 04/05/2000 10.11% -7.40% 4.51% -7.33% -5.66% 5.26% 7.89% 20.14%
International Telecom 35 Geographic 11/17/2008 3.69% -2.25% 0.39% -0.93% -6.97% -2.32% -3.21% 11.89%
Small-Cap Value Investment Style 04/05/2000 9.29% -9.95% -1.45% -9.14% -9.43% 4.93% 6.41% 16.57%
Bear Market 1X Strategy 02/21/2008 -10.13% -0.56% -5.50% -2.41% -9.44% -7.73% -7.82% 10.62%
Zacks Value Anomaly Strategy 10/31/2011 5.71% -4.51% 0.24% -3.96% -12.64% -3.19% -3.24% 21.10%
Tiny Titans 101 Strategy 10/19/2010 2.19% -5.15% 1.97% -4.85% -13.21% -2.53% 2.92% 17.45%
European Oil and Gas Geographic 11/18/2008 3.80% -11.36% -10.25% -11.18% -13.90% 4.51% 1.86% 15.70%
Bear Market 1.5X Strategy 02/21/2008 -18.25% -1.83% -10.03% -5.33% -19.48% -15.46% -14.77% 16.43%
Bear Market 2X Strategy 02/21/2008 -27.96% -2.70% -15.14% -8.09% -29.17% -24.22% -23.13% 25.61%
Zacks Multi-Anomaly Strategy 10/31/2011 -8.02% -11.34% -14.14% -16.34% -35.50% -15.25% -21.58% 29.22%

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