Last Updated: September 23, 2020

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 4.49% 0.82% 8.93% 50.75% 50.14% 25.20% 24.66% 33.05%
Internet 5 Sector/Industry 03/11/2001 16.80% -6.22% 6.38% 36.38% 48.62% 23.54% 27.93% 34.00%
Biotechnology Sector/Industry 04/05/2000 12.01% -0.96% 1.39% 23.58% 45.08% 17.92% 12.93% 30.68%
Folio 100 Market Index 04/05/2000 6.26% -6.65% 5.72% 24.41% 39.23% 23.07% 21.39% 34.68%
Technology Sector/Industry 04/05/2000 3.14% -0.70% 7.80% 19.57% 27.86% 16.88% 18.59% 34.36%
Folio 50 Market Index 04/05/2000 4.91% -5.16% 6.71% 10.00% 20.51% 14.79% 15.82% 32.07%
Growth ETF Investment Style 12/10/2001 9.63% -3.93% 4.86% 11.31% 19.44% 14.99% 13.83% 34.59%
Multi-Sector Sector/Industry 04/05/2000 6.21% -3.67% 8.85% 7.12% 16.91% 12.27% 14.45% 34.04%
Transport Sector/Industry 04/05/2000 9.04% 1.70% 21.58% 9.34% 15.43% 9.29% 10.55% 35.74%
BetterInvesting Top 100 Strategy 08/04/2009 14.00% -3.04% 6.90% 5.88% 14.75% 12.12% 13.34% 34.10%
Construction Sector/Industry 04/05/2000 9.47% -3.61% 13.38% 6.88% 13.95% 7.41% 11.47% 45.04%
Top Ten Buys Strategy 03/11/2001 6.96% -5.70% -0.12% 2.82% 13.72% 6.62% 6.99% 33.24%
Asia Geographic 04/05/2000 2.99% -0.52% 10.42% 3.39% 11.69% 1.98% 7.83% 29.06%
Healthcare Sector/Industry 04/05/2000 9.73% -3.61% -0.11% -0.55% 11.33% 9.80% 7.42% 28.82%
Global Geographic 04/05/2000 4.40% -3.45% 3.80% 1.23% 11.26% 10.06% 11.36% 31.54%
Basic Materials Sector/Industry 04/05/2000 9.03% -1.78% 9.62% 2.61% 11.10% 8.76% 14.21% 36.50%
Large-Cap ETF Market Index 12/10/2001 7.89% -4.17% 3.88% 2.37% 10.96% 11.27% 12.84% 33.33%
Large-Cap Growth Investment Style 04/05/2000 4.16% -4.98% 2.55% 1.68% 10.55% 12.62% 12.97% 33.88%
Precious Metals Sector/Industry 06/25/2009 2.50% -9.95% 10.33% 11.21% 9.34% 7.34% 6.14% 29.10%
Conservative Investment Style 04/05/2000 11.51% -4.62% 2.99% 6.78% 9.23% 13.73% 16.10% 26.87%
Mid-Cap Growth Investment Style 04/05/2000 8.33% -7.08% 1.48% 5.69% 8.01% 12.14% 12.39% 38.57%
Corporate Bond Bond 09/07/2000 4.64% -0.82% 1.68% 5.95% 7.28% 6.26% 5.63% 13.52%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.84% -0.75% 1.06% 5.79% 6.68% 5.40% 4.75% 8.82%
Basic Short-term Mod Asset Allocation 10/07/2005 5.13% -1.07% 1.23% 4.73% 6.40% 5.45% 5.19% 10.23%
Bond ETF Bond 07/31/2002 4.69% -0.66% 1.05% 6.52% 6.37% 4.96% 4.30% 6.96%
Analyst Selections Strategy 09/07/2000 3.33% -3.31% 3.40% -2.07% 5.78% 5.31% 7.74% 33.09%
Defensive Strategy Strategy 02/28/2008 10.87% -2.87% 2.10% -1.06% 5.68% 10.95% 10.76% 27.89%
Low Volatility ETF Strategy 02/26/2008 4.49% -1.34% 2.18% 2.74% 5.59% 4.37% 4.76% 11.46%
Short-term Aggressive Asset Allocation 08/24/2012 4.94% -2.58% 1.13% 3.64% 5.57% 6.33% 6.63% 13.77%
Target 2010 Conservative Target Date 12/21/2007 4.04% -1.65% 1.96% 3.06% 5.48% 5.23% 5.54% 11.09%
Government Bond Bond 09/07/2000 3.65% -0.15% 0.70% 6.07% 5.38% 3.53% 2.58% 7.69%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.58% -1.53% 1.15% 3.03% 4.92% 5.41% 5.49% 12.67%
Short-term Moderate Asset Allocation 08/24/2012 4.28% -2.44% 0.35% 3.63% 4.86% 5.53% 5.59% 11.77%
Long-term Aggressive Asset Allocation 08/24/2012 8.61% -5.25% 1.15% 0.15% 4.76% 8.04% 10.50% 28.80%
International Geographic 04/05/2000 3.19% -3.62% 3.24% -5.92% 4.74% 2.42% 6.81% 30.50%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.03% -1.93% 1.38% 2.11% 4.70% 5.74% 6.12% 15.42%
Aggressive Investment Style 04/05/2000 6.29% -4.14% 2.98% -4.59% 4.42% 8.77% 12.45% 38.27%
Short-term Conservative Asset Allocation 08/24/2012 3.44% -1.98% -0.05% 4.08% 4.37% 4.75% 4.61% 10.03%
Africa Geographic 04/05/2000 8.56% -4.07% 4.64% -6.35% 4.09% 3.60% 8.77% 42.20%
Global ETF Geographic 12/10/2001 7.63% -3.58% 2.69% -3.77% 4.09% 4.60% 8.43% 31.18%
Target 2015 Conservative Target Date 12/21/2007 3.55% -2.24% 1.01% 1.68% 4.06% 4.97% 6.02% 14.27%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.61% -2.59% 1.73% -0.21% 3.70% 5.86% 7.01% 21.36%
Target 2055 Conservative Target Date 07/14/2010 6.52% -4.04% 1.01% -0.61% 3.62% 6.26% 8.89% 25.77%
Target 2060 Conservative Target Date 07/14/2010 6.52% -4.04% 1.01% -0.61% 3.62% 6.26% 8.89% 25.77%
Target 2050 Conservative Target Date 07/14/2010 6.57% -3.97% 0.93% -0.51% 3.55% 6.27% 8.75% 25.19%
Municipal Bond Bond 01/15/2001 4.18% -0.33% 0.79% 2.99% 3.50% 3.26% 3.12% 11.40%
Large-Cap Blend Investment Style 10/26/2000 6.11% -3.00% 3.09% -0.82% 3.45% 9.25% 11.88% 29.49%
Medium-term Conservative Asset Allocation 08/24/2012 4.96% -3.22% 0.55% 1.45% 3.44% 5.71% 6.48% 16.28%
Low Volatility Strategy 02/26/2008 4.61% -2.50% 0.42% 0.86% 3.14% 4.09% 4.39% 12.71%
Target 2045 Conservative Target Date 12/21/2007 4.71% -3.82% 0.81% -0.76% 3.00% 5.81% 8.21% 24.14%
Basic Med-term Mod Asset Allocation 10/07/2005 6.37% -2.48% 1.31% -0.35% 2.77% 5.44% 6.43% 19.89%
Basic Med-term Aggress Asset Allocation 10/07/2005 6.95% -3.06% 1.68% -1.56% 2.62% 6.00% 7.43% 24.59%
Basic Long-term Mod Asset Allocation 10/07/2005 6.92% -3.03% 1.63% -1.92% 2.16% 5.79% 7.27% 24.75%
Medium-term Moderate Asset Allocation 08/24/2012 5.11% -3.77% 0.86% -0.70% 2.14% 5.51% 6.89% 19.58%
Long-term Conservative Asset Allocation 08/24/2012 5.38% -4.01% 1.00% -0.90% 1.95% 5.66% 7.22% 20.79%
Target 2020 Conservative Target Date 12/21/2007 3.40% -2.58% 0.42% -0.28% 1.88% 4.05% 5.54% 16.13%
Target 2010 Moderate Target Date 12/21/2007 3.62% -2.60% 0.41% -0.48% 1.77% 4.21% 5.73% 17.27%
Target 2025 Conservative Target Date 12/21/2007 3.68% -2.68% 0.40% -0.67% 1.64% 3.93% 5.57% 16.74%
Analyst Growth Strategy 09/07/2000 5.84% -4.20% 2.83% -4.42% 1.46% 6.89% 10.32% 29.62%
Long-term Moderate Asset Allocation 08/24/2012 5.49% -4.57% 0.95% -2.02% 1.30% 5.30% 7.55% 23.58%
Target 2010 Aggressive Target Date 12/21/2007 3.23% -3.17% 0.39% -1.54% 1.19% 4.25% 6.32% 20.38%
Target 2035 Conservative Target Date 12/21/2007 3.82% -3.17% 0.39% -1.54% 1.19% 4.25% 6.32% 20.38%
Target 2030 Aggressive Target Date 12/21/2007 4.37% -4.53% 0.63% -3.71% 0.98% 4.91% 8.47% 28.19%
Target 2040 Moderate Target Date 12/21/2007 4.22% -4.53% 0.63% -3.71% 0.98% 4.91% 8.47% 28.19%
Medium-term Aggressive Asset Allocation 08/24/2012 5.48% -4.51% 0.81% -2.25% 0.96% 5.30% 7.41% 23.30%
Target 2040 Conservative Target Date 12/21/2007 4.12% -3.43% 0.34% -1.96% 0.95% 4.58% 6.84% 22.23%
Target 2030 Conservative Target Date 12/21/2007 3.66% -3.06% 0.27% -1.52% 0.95% 3.89% 5.84% 19.11%
Basic Long-term Aggress Asset Allocation 10/07/2005 7.30% -3.78% 1.73% -4.28% 0.74% 5.91% 8.10% 30.99%
Target 2025 Moderate Target Date 12/21/2007 3.72% -3.70% 0.61% -2.89% 0.43% 3.91% 6.51% 23.08%
Target 2015 Moderate Target Date 12/21/2007 3.49% -2.91% 0.13% -1.82% 0.35% 3.76% 5.59% 18.96%
Japan Geographic 11/21/2000 1.06% 1.54% 3.01% -5.35% -0.01% 0.18% 4.83% 25.83%
Target 2025 Aggressive Target Date 12/21/2007 3.84% -4.33% 0.43% -4.20% -0.10% 4.08% 7.46% 26.85%
Target 2035 Moderate Target Date 12/21/2007 3.95% -4.33% 0.43% -4.20% -0.10% 4.08% 7.45% 26.85%
High-Yield Bond Bond 09/07/2000 4.05% -1.55% 1.46% -2.05% -0.12% 2.85% 4.47% 16.01%
Target 2020 Moderate Target Date 12/21/2007 3.57% -3.37% 0.27% -2.97% -0.30% 3.60% 5.88% 21.20%
Target 2035 Aggressive Target Date 12/21/2007 4.22% -4.44% 0.34% -5.12% -0.40% 4.31% 8.35% 29.70%
Target 2015 Aggressive Target Date 12/21/2007 3.05% -3.60% 0.25% -3.48% -0.53% 3.63% 6.10% 22.57%
Global Bond Bond 09/07/2000 6.36% -2.89% 1.32% -1.91% -0.79% 1.84% 3.78% 16.48%
Sector ETF Sector/Industry 12/10/2001 7.37% -4.72% 1.97% -6.24% -0.90% 5.08% 8.83% 34.83%
Target 2040 Aggressive Target Date 12/21/2007 4.19% -4.50% 0.38% -5.72% -0.90% 4.09% 8.21% 30.06%
Target 2045 Moderate Target Date 12/21/2007 4.24% -4.50% 0.38% -5.72% -0.90% 4.09% 8.21% 30.06%
Target 2050 Moderate Target Date 07/14/2010 6.77% -4.58% 0.25% -5.95% -1.08% 4.08% 8.31% 30.88%
Target 2045 Aggressive Target Date 12/21/2007 4.28% -4.60% 0.32% -6.24% -1.12% 3.90% 8.28% 31.19%
Target 2055 Moderate Target Date 07/14/2010 6.44% -4.60% 0.32% -6.24% -1.12% 3.90% 8.28% 31.19%
Target 2060 Moderate Target Date 07/14/2010 6.30% -4.60% 0.32% -6.24% -1.12% 3.90% 8.28% 31.19%
Australia and New Zealand Geographic 07/18/2007 -4.78% -8.35% 16.24% -2.68% -1.13% -3.10% 0.49% 37.03%
Target 2030 Moderate Target Date 12/21/2007 3.59% -3.97% 0.26% -4.67% -1.27% 3.41% 6.44% 25.01%
Target 2020 Aggressive Target Date 12/21/2007 3.23% -3.97% 0.26% -4.67% -1.27% 3.34% 6.40% 25.01%
Folio 30 Market Index 04/05/2000 6.52% -2.27% 5.01% -7.53% -1.29% 6.61% 11.76% 31.24%
Target 2050 Aggressive Target Date 07/14/2010 6.16% -4.91% 0.09% -7.51% -2.21% 3.49% 8.23% 32.60%
Target 2055 Aggressive Target Date 07/14/2010 6.17% -4.91% 0.09% -7.51% -2.21% 3.48% 8.23% 32.60%
Target 2060 Aggressive Target Date 07/14/2010 6.17% -4.91% 0.09% -7.51% -2.21% 3.48% 8.23% 32.60%
Small-Cap ETF Market Index 12/10/2001 8.54% -4.50% 1.79% -8.31% -2.35% 4.49% 7.94% 38.54%
Consumer Staples 5 Sector/Industry 03/11/2001 7.19% -0.86% 7.77% -4.98% -2.90% 2.10% 6.69% 29.90%
Consumer Staples Sector/Industry 04/05/2000 9.63% -4.60% 1.20% -7.93% -3.33% 2.28% 5.99% 27.09%
Utility 5 Sector/Industry 03/11/2001 6.94% -0.84% 0.88% -5.45% -4.42% 5.91% 9.23% 38.61%
Dividend Yield Fundamental 09/22/2008 5.29% -4.56% 0.47% -11.68% -4.48% 2.56% 7.31% 32.63%
Wine Beer and Spirits Sector/Industry 06/06/2003 12.28% -2.21% 2.76% -11.38% -4.79% -2.39% 3.49% 29.02%
Small-Cap Blend Investment Style 10/26/2000 10.24% -2.80% 7.39% -16.45% -6.69% 1.63% 7.45% 44.51%
Mid-Cap Blend Investment Style 10/26/2000 8.00% -7.80% -0.72% -14.22% -7.51% 3.54% 5.77% 37.32%
Price-to-Sales Fundamental 09/22/2008 4.68% -5.21% -0.67% -14.40% -8.56% 1.47% 5.98% 34.51%
Small-Cap Growth Investment Style 04/05/2000 4.79% -6.22% -0.93% -17.15% -9.82% -2.70% 3.69% 50.97%
Large-Cap Value Investment Style 04/05/2000 2.44% -5.21% -1.31% -17.80% -10.63% -4.60% 1.81% 32.93%
Bear Market 1X Strategy 02/21/2008 -9.94% 4.14% -2.36% -6.06% -11.34% -7.51% -9.16% 28.11%
Value ETF Investment Style 12/10/2001 7.66% -4.18% 0.69% -17.12% -11.51% 0.10% 5.85% 37.86%
Dogs of the Dow Strategy 04/05/2000 7.52% -4.63% -1.96% -15.94% -12.22% 0.58% 8.98% 35.36%
Mid-Cap Value Investment Style 04/05/2000 8.73% -4.88% 5.97% -19.27% -12.35% -0.60% 5.46% 44.02%
Moderate Investment Style 04/05/2000 8.46% -5.63% -0.37% -20.92% -12.60% -4.24% 4.10% 36.30%
Military Procurement Strategy 06/06/2003 12.75% -5.64% -5.06% -18.64% -12.77% 0.52% 9.81% 39.83%
Financial Sector/Industry 04/05/2000 2.57% -4.62% -2.05% -20.75% -14.13% -4.45% 2.83% 39.11%
REITs Sector/Industry 04/05/2000 9.95% -5.00% -1.27% -14.67% -14.67% 2.70% 5.54% 43.52%
High Income Investment Style 09/07/2000 8.97% -5.03% -0.61% -20.88% -14.87% 0.54% 6.55% 29.87%
Utility Sector/Industry 04/05/2000 7.30% -3.92% 0.28% -16.27% -15.07% -0.04% 6.04% 39.75%
Analyst Upgrades Strategy 09/07/2000 8.63% -2.05% 2.82% -19.83% -15.25% -3.98% 2.22% 33.62%
Small-Cap Value Investment Style 04/05/2000 9.17% -2.99% 1.89% -20.97% -16.24% 0.68% 7.30% 39.62%
Price-to-Book Fundamental 09/22/2008 2.41% -5.94% -3.91% -23.40% -17.18% -3.75% 2.68% 36.19%
Industrial-Office REIT Sector/Industry 11/09/2000 7.26% -8.95% -6.44% -22.27% -17.31% -1.21% 4.75% 44.07%
Telecomms Sector/Industry 04/05/2000 -2.18% -7.46% -3.18% -19.00% -18.34% -8.05% -0.94% 31.43%
Residential REIT Sector/Industry 11/09/2000 12.30% -5.94% -5.73% -24.05% -22.49% 1.57% 8.72% 45.56%
Bear Market 1.5X Strategy 02/21/2008 -18.37% 6.40% -5.36% -17.24% -25.00% -16.78% -18.06% 44.25%
Banks Sector/Industry 04/05/2000 2.58% -6.33% -8.26% -36.59% -29.59% -12.24% -2.31% 43.50%
Latin America Geographic 04/05/2000 7.15% -5.14% -4.41% -41.31% -31.48% -14.99% 3.95% 47.26%
Aerospace Sector/Industry 04/05/2000 13.79% -6.21% -7.30% -31.86% -32.36% -3.84% 7.69% 47.91%
Energy Sector/Industry 04/05/2000 4.02% -12.62% -15.62% -42.92% -39.87% -14.54% -5.86% 49.09%
Bear Market 2X Strategy 02/21/2008 -28.50% 9.89% -8.60% -30.67% -40.65% -27.82% -28.77% 68.26%
Retail REIT Sector/Industry 11/09/2000 7.66% -6.92% -11.92% -45.04% -44.53% -15.81% -9.31% 65.18%

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