Last Updated: March 5, 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 5.87% -10.51% 6.61% 0.68% 97.16% 31.55% 33.24% 38.41%
Small-Cap Value Investment Style 04/05/2000 11.75% 10.42% 26.05% 25.93% 67.83% 17.13% 21.36% 39.76%
Internet 5 Sector/Industry 03/11/2001 17.14% -6.91% 0.43% 1.95% 56.41% 22.98% 28.36% 36.70%
Small-Cap Growth Investment Style 04/05/2000 7.11% 6.77% 25.00% 18.80% 56.03% 12.00% 15.60% 44.68%
Folio 100 Market Index 04/05/2000 7.03% -6.49% 2.42% -0.09% 49.57% 24.31% 25.14% 36.54%
Mid-Cap Growth Investment Style 04/05/2000 9.55% -5.28% 3.85% 0.84% 48.26% 20.13% 20.37% 40.94%
Transport Sector/Industry 04/05/2000 9.61% 3.96% 3.21% 4.23% 46.74% 12.09% 14.33% 36.51%
Technology Sector/Industry 04/05/2000 3.89% -3.78% 3.96% 2.97% 44.68% 18.19% 20.84% 37.26%
Small-Cap ETF Market Index 12/10/2001 10.30% -1.10% 11.79% 7.60% 44.22% 14.37% 16.22% 39.92%
Construction Sector/Industry 04/05/2000 10.56% 0.84% 11.64% 8.63% 43.66% 13.90% 16.71% 48.98%
Small-Cap Blend Investment Style 10/26/2000 12.04% 2.36% 14.09% 10.75% 42.77% 14.14% 16.42% 39.06%
Growth ETF Investment Style 12/10/2001 10.52% -6.98% 2.96% -0.94% 41.01% 18.86% 19.01% 35.80%
Mid-Cap Value Investment Style 04/05/2000 10.34% 0.66% 7.08% 6.48% 40.68% 10.47% 13.76% 42.86%
BetterInvesting Top 100 Strategy 08/04/2009 15.61% 0.15% 4.08% 4.60% 40.49% 16.95% 17.09% 34.79%
Basic Materials Sector/Industry 04/05/2000 9.95% 2.96% 7.11% 5.17% 40.23% 13.60% 17.87% 38.55%
Biotechnology Sector/Industry 04/05/2000 12.26% -13.19% -4.37% -2.71% 39.41% 21.06% 18.96% 33.64%
Africa Geographic 04/05/2000 9.78% -1.91% 9.58% 4.64% 37.68% 7.61% 12.10% 40.91%
Multi-Sector Sector/Industry 04/05/2000 7.08% 0.94% 6.18% 3.71% 36.54% 17.21% 17.94% 35.43%
Aggressive Investment Style 04/05/2000 7.48% -2.69% 7.09% 3.48% 36.30% 13.21% 17.89% 41.47%
Analyst Selections Strategy 09/07/2000 4.40% -0.51% 8.94% 6.09% 36.01% 9.52% 13.19% 33.62%
Mid-Cap Blend Investment Style 10/26/2000 9.59% 1.03% 13.03% 8.44% 34.01% 12.86% 13.27% 43.99%
Asia Geographic 04/05/2000 3.69% -5.17% 1.44% -0.06% 33.98% 4.46% 9.86% 31.14%
Folio 50 Market Index 04/05/2000 5.48% -4.73% 2.33% 0.12% 32.66% 16.08% 17.51% 33.75%
Moderate Investment Style 04/05/2000 10.12% 2.46% 13.03% 8.87% 31.14% 7.36% 12.53% 35.02%
Target 2045 Aggressive Target Date 12/21/2007 6.22% 1.46% 8.17% 7.48% 31.05% 11.43% 13.37% 32.21%
Target 2055 Moderate Target Date 07/14/2010 8.80% 1.46% 8.17% 7.48% 31.05% 11.43% 13.37% 32.21%
Target 2060 Moderate Target Date 07/14/2010 8.67% 1.46% 8.17% 7.48% 31.05% 11.43% 13.37% 32.21%
Target 2050 Aggressive Target Date 07/14/2010 8.62% 1.43% 8.37% 7.71% 30.93% 11.33% 13.46% 33.63%
Target 2055 Aggressive Target Date 07/14/2010 8.62% 1.43% 8.37% 7.71% 30.93% 11.33% 13.46% 33.63%
Target 2060 Aggressive Target Date 07/14/2010 8.62% 1.43% 8.37% 7.71% 30.93% 11.33% 13.46% 33.63%
Large-Cap ETF Market Index 12/10/2001 8.76% -1.11% 4.39% 2.75% 30.78% 14.86% 16.39% 33.82%
Target 2040 Aggressive Target Date 12/21/2007 6.08% 1.63% 8.08% 7.36% 30.27% 11.42% 13.18% 31.08%
Target 2045 Moderate Target Date 12/21/2007 6.12% 1.63% 8.08% 7.36% 30.27% 11.42% 13.18% 31.08%
Target 2050 Moderate Target Date 07/14/2010 9.07% 1.43% 7.84% 7.22% 30.05% 11.52% 13.23% 31.91%
Target 2030 Aggressive Target Date 12/21/2007 6.14% 1.54% 7.68% 7.04% 29.65% 11.80% 13.16% 29.15%
Target 2040 Moderate Target Date 12/21/2007 5.99% 1.54% 7.68% 7.04% 29.65% 11.80% 13.16% 29.15%
Target 2035 Aggressive Target Date 12/21/2007 6.04% 1.38% 7.52% 6.89% 29.51% 11.46% 13.08% 30.72%
Sector ETF Sector/Industry 12/10/2001 8.55% 1.51% 7.45% 6.38% 29.15% 12.21% 13.10% 35.57%
Value ETF Investment Style 12/10/2001 9.29% 4.94% 11.66% 10.70% 28.89% 8.93% 12.25% 39.17%
Target 2055 Conservative Target Date 07/14/2010 8.36% 0.82% 6.14% 5.50% 27.33% 12.31% 12.82% 26.64%
Target 2060 Conservative Target Date 07/14/2010 8.36% 0.82% 6.14% 5.50% 27.33% 12.31% 12.82% 26.64%
Target 2025 Aggressive Target Date 12/21/2007 5.52% 1.55% 7.51% 6.80% 27.21% 10.66% 11.90% 27.79%
Target 2035 Moderate Target Date 12/21/2007 5.63% 1.55% 7.51% 6.80% 27.21% 10.66% 11.90% 27.79%
Australia and New Zealand Geographic 07/18/2007 -3.31% -5.97% 4.88% 0.74% 26.72% -0.17% 3.77% 44.81%
Target 2050 Conservative Target Date 07/14/2010 8.37% 0.90% 5.99% 5.40% 26.68% 12.20% 12.58% 26.06%
Large-Cap Value Investment Style 04/05/2000 3.67% 2.78% 8.20% 8.84% 26.26% 3.53% 6.52% 35.19%
Global ETF Geographic 12/10/2001 8.50% -1.06% 4.33% 2.62% 26.04% 9.08% 12.27% 31.68%
Target 2045 Conservative Target Date 12/21/2007 6.13% 1.00% 5.91% 5.34% 25.43% 11.57% 11.92% 24.98%
Japan Geographic 11/21/2000 1.88% 0.36% 7.42% 5.15% 25.32% 2.35% 7.36% 27.56%
Precious Metals Sector/Industry 06/25/2009 3.37% -3.98% 0.70% -3.42% 25.25% 11.36% 7.02% 32.32%
Target 2030 Moderate Target Date 12/21/2007 5.21% 2.09% 7.89% 7.28% 25.14% 9.99% 10.77% 25.93%
Target 2020 Aggressive Target Date 12/21/2007 4.86% 2.09% 7.89% 7.28% 25.14% 9.92% 10.73% 25.93%
Target 2025 Moderate Target Date 12/21/2007 5.21% 1.74% 7.23% 6.47% 24.48% 9.85% 10.53% 23.93%
Price-to-Sales Fundamental 09/22/2008 6.55% 0.62% 3.02% 4.63% 24.18% 6.88% 10.81% 33.83%
Long-term Aggressive Asset Allocation 08/24/2012 10.46% -1.04% 4.14% 3.44% 23.12% 12.85% 13.64% 29.52%
Analyst Growth Strategy 09/07/2000 6.52% -4.36% 5.18% 0.95% 22.16% 7.26% 13.92% 37.13%
Large-Cap Growth Investment Style 04/05/2000 4.75% -3.72% 1.59% -1.87% 22.05% 12.12% 15.88% 36.45%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.21% -1.67% 0.19% 0.56% 21.78% 1.74% 6.06% 31.06%
Target 2020 Moderate Target Date 12/21/2007 4.94% 1.98% 6.76% 6.15% 21.71% 9.23% 9.52% 22.03%
Target 2040 Conservative Target Date 12/21/2007 5.43% 1.33% 5.70% 5.20% 21.71% 10.12% 10.21% 23.05%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.37% -1.16% 3.84% 2.56% 21.66% 11.08% 11.77% 31.58%
Target 2015 Aggressive Target Date 12/21/2007 4.45% 1.58% 6.56% 5.99% 21.59% 9.38% 9.78% 23.38%
Dogs of the Dow Strategy 04/05/2000 8.49% 3.56% 5.73% 6.97% 21.41% 9.21% 11.00% 35.58%
Price-to-Book Fundamental 09/22/2008 4.96% 5.66% 9.95% 10.60% 21.30% 4.84% 9.75% 39.06%
Global Geographic 04/05/2000 4.87% -2.43% 0.15% -1.36% 21.18% 10.83% 13.49% 33.23%
Banks Sector/Industry 04/05/2000 4.58% 7.74% 13.40% 11.56% 21.17% -2.12% 7.35% 48.35%
Financial Sector/Industry 04/05/2000 3.98% 5.45% 12.01% 10.23% 21.08% 3.02% 10.43% 41.45%
Target 2010 Aggressive Target Date 12/21/2007 4.48% 1.41% 5.54% 5.07% 20.78% 9.36% 9.51% 21.16%
Target 2035 Conservative Target Date 12/21/2007 5.05% 1.41% 5.54% 5.07% 20.78% 9.36% 9.51% 21.16%
Long-term Moderate Asset Allocation 08/24/2012 7.37% 0.57% 5.56% 4.77% 19.95% 10.23% 10.90% 24.25%
Medium-term Aggressive Asset Allocation 08/24/2012 7.33% 0.72% 5.60% 4.77% 19.50% 10.16% 10.73% 23.94%
Dividend Yield Fundamental 09/22/2008 6.81% 2.67% 5.49% 5.27% 19.46% 8.17% 10.72% 33.77%
Analyst Upgrades Strategy 09/07/2000 9.85% 4.81% 5.97% 5.59% 19.16% 3.15% 7.96% 36.01%
Target 2030 Conservative Target Date 12/21/2007 4.81% 1.43% 5.20% 4.87% 19.00% 8.66% 8.78% 19.86%
Top Ten Buys Strategy 03/11/2001 7.29% -3.07% 0.51% -1.51% 18.92% 6.95% 8.26% 30.69%
Target 2015 Moderate Target Date 12/21/2007 4.66% 1.69% 5.52% 4.99% 18.70% 8.80% 8.63% 19.72%
Large-Cap Blend Investment Style 10/26/2000 6.61% -2.58% 2.84% 0.81% 17.81% 10.27% 13.41% 28.44%
Basic Long-term Mod Asset Allocation 10/07/2005 7.73% -1.24% 2.72% 1.52% 17.54% 9.93% 10.12% 25.26%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.74% -1.31% 2.63% 1.42% 17.47% 10.01% 10.19% 25.08%
International Geographic 04/05/2000 3.72% -2.68% -0.15% -2.49% 17.41% 4.92% 8.65% 31.45%
Long-term Conservative Asset Allocation 08/24/2012 6.94% 0.36% 4.61% 3.77% 17.10% 9.83% 10.06% 21.37%
Target 2010 Moderate Target Date 12/21/2007 4.59% 1.04% 4.17% 3.72% 16.60% 8.36% 8.17% 17.90%
Target 2025 Conservative Target Date 12/21/2007 4.65% 1.05% 4.27% 3.97% 16.50% 7.93% 8.00% 17.38%
Medium-term Moderate Asset Allocation 08/24/2012 6.58% 0.45% 4.52% 3.62% 16.36% 9.44% 9.62% 20.12%
Military Procurement Strategy 06/06/2003 14.21% 3.75% 2.03% 5.82% 16.34% 6.63% 14.55% 41.18%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.28% -1.29% 2.20% 0.95% 16.12% 9.33% 9.44% 21.81%
Target 2020 Conservative Target Date 12/21/2007 4.31% 1.08% 3.95% 3.72% 15.71% 7.84% 7.78% 16.74%
Folio 30 Market Index 04/05/2000 7.06% 0.90% 3.27% 2.27% 15.28% 7.40% 13.52% 32.96%
Conservative Investment Style 04/05/2000 11.55% -6.59% -2.14% -6.80% 13.77% 12.68% 15.40% 28.44%
Target 2015 Conservative Target Date 12/21/2007 4.24% 0.09% 2.53% 2.09% 13.77% 7.75% 7.69% 14.75%
Basic Med-term Mod Asset Allocation 10/07/2005 6.91% -1.42% 1.39% 0.40% 12.56% 8.64% 8.34% 20.31%
Consumer Staples Sector/Industry 04/05/2000 10.17% -0.26% 1.04% -0.61% 12.23% 6.70% 7.05% 28.91%
Medium-term Conservative Asset Allocation 08/24/2012 5.93% -0.07% 2.36% 1.78% 11.81% 8.76% 8.23% 16.77%
Aerospace Sector/Industry 04/05/2000 15.49% -0.92% 4.80% 4.89% 10.25% 5.29% 15.07% 46.43%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.36% -1.56% 0.55% -0.43% 10.03% 7.99% 7.39% 15.77%
Short-term Aggressive Asset Allocation 08/24/2012 5.57% -0.82% 1.18% 0.40% 9.93% 8.44% 7.82% 14.19%
Low Volatility Strategy 02/26/2008 5.13% 0.47% 2.11% 1.15% 9.60% 6.97% 5.85% 12.93%
Target 2010 Conservative Target Date 12/21/2007 4.37% -1.36% 1.12% -0.11% 9.45% 6.42% 6.52% 11.40%
Low Volatility ETF Strategy 02/26/2008 4.79% -1.10% 0.42% -0.49% 9.30% 6.01% 5.66% 11.70%
Defensive Strategy Strategy 02/28/2008 11.22% -1.91% -1.41% -1.54% 9.28% 12.35% 10.56% 28.23%
Short-term Moderate Asset Allocation 08/24/2012 4.87% 0.08% 1.48% 1.05% 8.98% 7.63% 6.67% 12.19%
Healthcare Sector/Industry 04/05/2000 9.78% -2.82% -0.50% -1.47% 7.92% 11.44% 10.44% 28.88%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.74% -1.66% -0.31% -1.14% 6.83% 7.08% 6.17% 12.95%
High Income Investment Style 09/07/2000 9.73% 0.86% 1.39% 1.71% 6.36% 6.57% 8.93% 28.48%
High-Yield Bond Bond 09/07/2000 4.30% -0.60% 0.89% 0.02% 5.89% 5.38% 6.38% 16.17%
Basic Short-term Mod Asset Allocation 10/07/2005 5.16% -1.71% -0.83% -1.71% 5.40% 6.42% 5.48% 10.47%
Short-term Conservative Asset Allocation 08/24/2012 3.73% -0.05% 0.35% 0.20% 5.19% 6.42% 5.04% 10.34%
Energy Sector/Industry 04/05/2000 5.79% 7.90% 9.85% 12.94% 4.76% -4.41% 2.02% 51.47%
Consumer Staples 5 Sector/Industry 03/11/2001 7.35% -2.19% -5.67% -7.18% 4.46% 5.58% 5.36% 31.83%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.72% -1.82% -1.53% -2.28% 2.80% 5.88% 4.55% 8.99%
Retail REIT Sector/Industry 11/09/2000 10.25% 11.86% 18.25% 22.61% 1.62% 2.38% -1.63% 71.75%
Telecomms Sector/Industry 04/05/2000 -1.42% -2.59% 3.07% 2.79% 1.25% -3.99% 1.38% 35.13%
Industrial-Office REIT Sector/Industry 11/09/2000 8.37% 1.53% 3.78% 4.42% 0.87% 9.72% 8.88% 46.15%
Municipal Bond Bond 01/15/2001 4.10% -1.51% -0.73% -1.12% 0.56% 3.92% 2.69% 11.42%
Corporate Bond Bond 09/07/2000 4.44% -2.79% -3.39% -4.29% -0.37% 6.15% 5.11% 13.71%
REITs Sector/Industry 04/05/2000 10.54% -0.33% 2.29% 2.14% -0.76% 10.37% 7.39% 44.47%
Residential REIT Sector/Industry 11/09/2000 13.53% 2.50% 5.63% 5.53% -1.14% 15.64% 13.02% 48.18%
Bond ETF Bond 07/31/2002 4.42% -2.37% -2.85% -3.58% -1.23% 4.76% 3.35% 7.07%
Government Bond Bond 09/07/2000 3.40% -1.59% -2.29% -2.74% -1.81% 2.85% 1.59% 7.69%
Latin America Geographic 04/05/2000 8.47% -3.69% -4.77% -7.30% -2.14% -10.85% 7.18% 44.70%
Global Bond Bond 09/07/2000 6.27% -4.25% -4.33% -5.58% -2.83% 2.53% 3.46% 16.82%
Utility 5 Sector/Industry 03/11/2001 7.04% -6.65% -3.26% -5.08% -8.84% 9.02% 7.26% 39.08%
Utility Sector/Industry 04/05/2000 7.48% -3.93% -3.38% -4.02% -10.33% 4.16% 5.02% 38.47%
Bear Market 1X Strategy 02/21/2008 -11.22% 0.27% -7.18% -5.30% -30.72% -12.34% -13.00% 28.77%
Bear Market 1.5X Strategy 02/21/2008 -19.94% 1.41% -9.66% -6.50% -46.08% -22.47% -22.77% 45.30%
Bear Market 2X Strategy 02/21/2008 -30.67% 1.76% -15.15% -10.48% -64.95% -35.51% -35.18% 71.33%

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