Last Updated: August 20, 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 14.45% 5.68% 7.91% 27.68% 20.02% 14.12% 16.61% 15.38%
REITs Sector/Industry 04/05/2000 11.53% 4.70% 8.31% 25.40% 19.45% 8.86% 10.20% 15.02%
VizMetrics Permanent Plus Strategy 8.21% 5.07% 13.19% 20.85% 19.05% 8.19% - 7.30%
Internet Sector/Industry 04/05/2000 2.75% 0.43% 7.66% 34.69% 18.35% 23.26% 13.93% 27.88%
Consumer Staples 5 Sector/Industry 03/11/2001 7.97% 0.78% 7.99% 27.67% 17.29% 5.99% 6.99% 14.49%
Utility 5 Sector/Industry 03/11/2001 7.84% 1.17% 3.51% 16.14% 16.49% 8.41% 6.82% 14.30%
Precious Metals Sector/Industry 06/25/2009 0.90% 3.91% 13.47% 11.88% 16.37% -3.11% -3.46% 13.00%
Corporate Bond Bond 09/07/2000 4.65% 3.29% 7.19% 13.55% 12.58% 4.47% 4.35% 3.32%
Utility Sector/Industry 04/05/2000 8.68% 1.04% 4.75% 13.66% 11.58% 7.99% 8.73% 12.62%
Global Bond Bond 09/07/2000 6.97% 0.91% 5.89% 11.08% 11.58% 2.72% 3.33% 4.61%
Government Bond Bond 09/07/2000 4.47% 3.66% 6.46% 9.36% 10.63% 2.60% 3.33% 3.86%
Bond ETF Bond 07/31/2002 4.71% 2.72% 5.54% 9.60% 10.17% 3.11% 3.58% 2.89%
Zacks Momentum Anomaly Strategy 10/31/2011 19.36% -1.27% 2.88% 23.58% 10.08% 13.87% 11.78% 21.06%
Defensive Strategy Strategy 02/28/2008 11.24% -0.11% 4.96% 20.35% 9.81% 8.96% 10.87% 11.99%
Aerospace Sector/Industry 04/05/2000 16.52% -1.74% 4.97% 27.01% 9.36% 20.64% 15.95% 19.50%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.80% 1.97% 4.83% 9.39% 8.83% 3.75% 3.89% 2.61%
Foreign Small Cap Geographic 09/15/2008 9.54% -10.71% 1.29% 9.68% 8.64% 11.36% 8.54% 25.55%
Africa Geographic 04/05/2000 8.58% -6.45% 5.31% 11.70% 8.26% -0.67% -2.28% 20.81%
Short-term Aggressive Asset Allocation 08/24/2012 4.91% 1.69% 5.22% 13.46% 8.20% 5.59% 4.82% 5.49%
MyPlanIQ SAA Growth Investment Style 08/12/2010 5.91% 0.28% 5.18% 13.34% 8.15% 5.18% 4.31% 7.65%
Short-term Conservative Asset Allocation 08/24/2012 3.49% 2.32% 5.11% 10.55% 8.01% 3.59% 3.58% 3.53%
Municipal Bond Bond 01/15/2001 4.40% 1.75% 3.10% 7.01% 7.91% 2.74% 3.36% 1.74%
Basic Short-term Mod Asset Allocation 10/07/2005 5.13% 1.36% 4.37% 9.78% 7.81% 4.32% 4.16% 3.31%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 4.24% 0.48% 4.42% 10.45% 7.73% 4.55% 3.97% 4.65%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.70% 1.15% 4.26% 11.02% 7.71% 4.85% 4.69% 4.31%
Conservative Investment Style 04/05/2000 11.40% -0.12% 4.07% 19.11% 7.56% 16.75% 15.11% 13.46%
Medium-term Conservative Asset Allocation 08/24/2012 5.18% 1.38% 4.87% 13.99% 7.40% 5.66% 4.78% 6.42%
Short-term Moderate Asset Allocation 08/24/2012 4.33% 1.74% 4.74% 11.58% 7.24% 4.68% 4.17% 4.62%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 5.05% 0.05% 4.27% 11.70% 7.15% 5.45% 4.47% 6.19%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 5.12% 0.18% 4.19% 11.42% 7.06% 4.71% 4.11% 6.03%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.22% 0.63% 3.95% 11.92% 6.94% 5.63% 5.26% 5.72%
Internet 5 Sector/Industry 03/11/2001 15.27% -3.61% 1.54% 26.39% 6.81% 20.48% 16.89% 27.69%
Long-term Aggressive Asset Allocation 08/24/2012 8.91% -0.29% 4.99% 18.57% 6.81% 9.24% 7.72% 12.94%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.38% 0.52% 3.32% 7.90% 6.77% 3.57% 3.12% 2.78%
Consumer Staples Sector/Industry 04/05/2000 10.37% 0.87% 1.40% 19.88% 6.49% 4.33% 7.79% 12.75%
Industrial-Office REIT Sector/Industry 11/09/2000 8.90% 2.01% 4.08% 23.90% 6.45% 6.03% 8.42% 16.03%
High-Yield Bond Bond 09/07/2000 4.38% 0.37% 2.14% 10.17% 6.26% 4.99% 3.51% 4.92%
Basic Med-term Mod Asset Allocation 10/07/2005 6.72% 0.07% 3.52% 13.22% 6.19% 6.28% 5.72% 7.55%
Large-Cap Growth Investment Style 04/05/2000 3.74% -1.25% 4.68% 25.94% 5.81% 14.29% 10.10% 18.99%
Large-Cap Blend Investment Style 10/26/2000 6.05% -1.69% 3.86% 19.29% 5.67% 11.90% 9.30% 15.27%
Long-term Conservative Asset Allocation 08/24/2012 5.75% 0.42% 4.00% 14.76% 5.60% 6.51% 4.96% 8.93%
Medium-term Moderate Asset Allocation 08/24/2012 5.37% 0.32% 3.72% 13.89% 5.45% 6.24% 4.64% 8.31%
Biotechnology Sector/Industry 04/05/2000 10.63% -1.66% 4.64% 23.34% 5.27% 11.05% 9.03% 27.73%
Target 2010 Conservative Target Date 12/21/2007 4.01% 0.57% 3.38% 8.96% 5.27% 4.81% 3.18% 4.85%
CWM Global Market Strategy 07/28/2014 4.62% -0.52% 3.28% 11.25% 5.25% 5.79% 4.73% 7.16%
Low Volatility Strategy 02/26/2008 4.78% 0.59% 3.51% 10.40% 5.23% 3.61% 3.24% 4.77%
Growth ETF Investment Style 12/10/2001 9.16% -1.78% 4.16% 23.48% 5.11% 13.41% 10.16% 18.91%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.93% -0.53% 3.17% 13.32% 5.07% 6.85% 5.96% 8.66%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.37% -0.71% 3.07% 14.58% 5.05% 7.49% 6.58% 9.93%
Long-term Moderate Asset Allocation 08/24/2012 6.00% -0.04% 3.94% 15.50% 5.00% 6.75% 4.95% 10.32%
Target 2015 Conservative Target Date 12/21/2007 3.61% 0.61% 3.79% 10.18% 4.99% 5.10% 3.26% 6.17%
Basic Long-term Mod Asset Allocation 10/07/2005 7.37% -0.73% 3.05% 14.65% 4.98% 7.37% 6.49% 9.93%
Folio 100 Market Index 04/05/2000 4.63% -1.50% 4.24% 21.60% 4.84% 17.56% 14.50% 22.67%
Medium-term Aggressive Asset Allocation 08/24/2012 5.96% -0.02% 3.76% 15.11% 4.82% 6.66% 4.89% 10.08%
Global Geographic 04/05/2000 4.07% -3.23% 1.36% 14.22% 4.67% 10.67% 8.23% 16.49%
MarketGlide 2010 Strategy 08/12/2009 6.44% -0.09% 3.13% 10.80% 4.67% 5.47% 4.41% 5.77%
Multi-Sector Sector/Industry 04/05/2000 5.71% -2.34% 3.24% 14.49% 4.37% 12.45% 8.70% 15.90%
Target 2010 Moderate Target Date 12/21/2007 3.87% 0.54% 3.71% 11.09% 4.28% 4.96% 3.42% 6.93%
MarketGlide 2015 Strategy 08/12/2009 6.98% -0.32% 2.98% 11.14% 4.27% 5.80% 4.64% 6.38%
Target 2050 Conservative Target Date 07/14/2010 7.07% 0.03% 4.34% 15.22% 4.11% 7.60% 5.59% 11.37%
Target 2055 Conservative Target Date 07/14/2010 7.03% -0.11% 4.35% 15.32% 4.06% 7.67% 5.56% 11.66%
Target 2060 Conservative Target Date 07/14/2010 7.03% -0.11% 4.35% 15.32% 4.06% 7.67% 5.56% 11.66%
High Income Investment Style 09/07/2000 10.27% -2.77% -0.20% 13.16% 4.00% 9.07% 6.84% 12.20%
FFCM ETF Absolute Return Strategy 02/08/2013 2.81% 0.89% 3.04% 8.92% 3.99% 4.46% 3.17% 5.65%
Folio 50 Market Index 04/05/2000 4.08% -2.81% 2.33% 16.03% 3.97% 12.34% 11.42% 17.59%
Target 2020 Conservative Target Date 12/21/2007 3.63% 0.42% 3.44% 10.20% 3.95% 4.75% 3.11% 6.79%
Basic Long-term Aggress Asset Allocation 10/07/2005 7.88% -1.52% 2.49% 16.38% 3.93% 8.57% 7.34% 12.66%
Target 2045 Conservative Target Date 12/21/2007 4.92% 0.03% 4.14% 14.46% 3.83% 7.15% 5.23% 10.83%
Bear Market 1X Strategy 02/21/2008 -9.70% 2.45% 0.17% -8.67% 3.80% -7.19% -7.14% 11.20%
MarketGlide 2020 Strategy 08/12/2009 7.67% -0.64% 2.84% 11.76% 3.79% 6.38% 5.03% 7.41%
Healthcare Sector/Industry 04/05/2000 9.67% 0.46% 5.91% 7.92% 3.75% 8.20% 7.47% 16.34%
Target 2040 Conservative Target Date 12/21/2007 4.47% 0.25% 3.92% 13.25% 3.73% 6.04% 4.46% 9.40%
Target 2025 Conservative Target Date 12/21/2007 3.95% 0.23% 3.28% 10.18% 3.60% 4.81% 3.23% 7.13%
Large-Cap ETF Market Index 12/10/2001 7.75% -2.46% 2.55% 17.21% 3.52% 12.31% 10.04% 16.31%
Target 2015 Moderate Target Date 12/21/2007 3.85% 0.45% 3.53% 11.61% 3.52% 4.94% 3.41% 7.63%
Dogs of the Dow Strategy 04/05/2000 8.35% -6.96% -3.80% 9.09% 3.51% 7.81% 8.66% 14.56%
Technology Sector/Industry 04/05/2000 1.99% -4.65% 1.41% 16.97% 3.47% 14.87% 10.35% 20.88%
Low Volatility ETF Strategy 02/26/2008 4.49% -0.36% 2.65% 7.81% 3.38% 3.58% 3.10% 5.15%
Target 2035 Conservative Target Date 12/21/2007 4.17% 0.10% 3.51% 11.91% 3.24% 5.59% 4.08% 8.70%
Target 2010 Aggressive Target Date 12/21/2007 3.51% 0.10% 3.51% 11.90% 3.22% 5.55% 4.06% 8.70%
Target 2030 Conservative Target Date 12/21/2007 3.99% 0.11% 3.33% 11.09% 3.20% 5.13% 3.62% 8.12%
MarketGlide 2025 Strategy 08/12/2009 8.38% -1.04% 2.65% 12.50% 3.19% 7.09% 5.50% 8.76%
Mid-Cap Growth Investment Style 04/05/2000 8.45% -1.47% 3.63% 25.51% 2.98% 16.92% 11.50% 18.70%
BetterInvesting Top 100 Strategy 08/04/2009 13.77% -3.25% 2.10% 15.09% 2.97% 10.62% 10.12% 16.54%
Target 2030 Aggressive Target Date 12/21/2007 4.74% -1.16% 3.61% 14.44% 2.84% 7.28% 5.22% 12.83%
Target 2040 Moderate Target Date 12/21/2007 4.53% -1.16% 3.60% 14.44% 2.84% 7.28% 4.85% 12.83%
Target 2035 Aggressive Target Date 12/21/2007 4.65% -1.39% 3.75% 14.46% 2.69% 7.21% 5.19% 13.29%
Target 2015 Aggressive Target Date 12/21/2007 3.43% -0.25% 3.08% 12.25% 2.67% 5.52% 3.76% 9.49%
Target 2050 Moderate Target Date 07/14/2010 7.73% -1.58% 3.55% 14.58% 2.49% 7.26% 5.36% 13.66%
Target 2020 Moderate Target Date 12/21/2007 3.97% -0.13% 3.06% 11.74% 2.45% 5.21% 3.68% 8.98%
MarketGlide 2030 Strategy 08/12/2009 8.93% -1.49% 2.36% 13.05% 2.33% 7.64% 5.88% 10.26%
Target 2040 Aggressive Target Date 12/21/2007 4.64% -1.58% 3.44% 14.31% 2.27% 7.16% 4.95% 13.47%
Target 2045 Moderate Target Date 12/21/2007 4.71% -1.58% 3.44% 14.31% 2.27% 7.16% 5.06% 13.47%
Target 2035 Moderate Target Date 12/21/2007 4.33% -1.12% 3.23% 13.33% 2.25% 6.43% 4.48% 12.00%
Target 2025 Aggressive Target Date 12/21/2007 4.24% -1.12% 3.23% 13.33% 2.21% 6.42% 4.44% 12.00%
Target 2050 Aggressive Target Date 07/14/2010 7.15% -2.25% 3.11% 14.16% 2.21% 7.25% 4.82% 14.31%
Target 2055 Aggressive Target Date 07/14/2010 7.16% -2.25% 3.11% 14.16% 2.21% 7.25% 4.82% 14.31%
Target 2060 Aggressive Target Date 07/14/2010 7.16% -2.25% 3.11% 14.16% 2.21% 7.25% 4.82% 14.31%
Target 2025 Moderate Target Date 12/21/2007 4.07% -0.57% 2.97% 12.22% 2.13% 5.72% 3.94% 10.12%
Folio 30 Market Index 04/05/2000 6.91% -3.21% 0.84% 11.08% 2.07% 14.03% 11.24% 14.59%
Target 2055 Moderate Target Date 07/14/2010 7.32% -1.96% 3.22% 14.09% 2.00% 7.20% 4.98% 13.96%
Target 2060 Moderate Target Date 07/14/2010 7.17% -1.96% 3.22% 14.08% 2.00% 7.20% 4.98% 13.96%
Target 2045 Aggressive Target Date 12/21/2007 4.72% -1.96% 3.22% 14.08% 1.99% 7.20% 4.86% 13.96%
Target 2030 Moderate Target Date 12/21/2007 4.07% -0.75% 2.87% 12.62% 1.88% 5.69% 3.90% 10.80%
Target 2020 Aggressive Target Date 12/21/2007 3.69% -0.75% 2.87% 12.62% 1.88% 5.67% 3.88% 10.80%
MarketGlide 2035 Strategy 08/12/2009 9.39% -1.83% 2.16% 13.61% 1.77% 8.25% 6.27% 11.54%
Sector ETF Sector/Industry 12/10/2001 7.72% -2.22% 1.77% 15.66% 1.49% 8.43% 7.79% 14.63%
MarketGlide 2040 Strategy 08/12/2009 9.69% -2.07% 2.05% 14.03% 1.42% 8.68% 6.55% 12.49%
MarketGlide 2045 Strategy 08/12/2009 9.92% -2.22% 1.97% 14.30% 1.22% 9.01% 6.77% 13.10%
MarketGlide 2050 Strategy 08/12/2009 10.03% -2.30% 1.95% 14.48% 1.11% 9.15% 6.87% 13.48%
IPO Candy Strategy 07/28/2010 5.93% -10.06% -7.62% 6.94% 0.45% 15.88% 6.25% 18.06%
Bear Market 1.5X Strategy 02/21/2008 -17.58% 3.49% -1.97% -16.75% 0.34% -14.08% -13.44% 19.39%
Dividend Yield Fundamental 09/22/2008 6.41% -3.63% 0.07% 10.94% 0.28% 8.15% 5.15% 13.61%
BRIC Geographic 09/15/2008 3.34% -6.42% 1.07% 7.65% -0.10% 8.19% 0.65% 22.68%
Basic Materials Sector/Industry 04/05/2000 8.75% -5.61% 2.76% 11.40% -0.22% 10.65% 4.04% 17.43%
Global ETF Geographic 12/10/2001 7.69% -4.06% 0.34% 11.24% -0.58% 7.95% 4.83% 14.55%
Aggressive Investment Style 04/05/2000 6.21% -4.85% -0.92% 16.57% -1.21% 11.85% 9.19% 19.52%
Latin America Geographic 04/05/2000 9.76% -14.67% -2.45% -6.38% -1.36% 6.80% 3.72% 23.70%
Price-to-Sales Fundamental 09/22/2008 6.08% -4.99% -0.89% 10.13% -1.44% 8.62% 5.08% 15.47%
Bear Market 2X Strategy 02/21/2008 -27.05% 5.37% -3.38% -25.63% -1.50% -22.40% -21.23% 34.47%
International Geographic 04/05/2000 3.19% -3.93% 0.85% 9.05% -1.62% 6.24% 3.77% 14.29%
Military Procurement Strategy 06/06/2003 14.62% -4.29% 1.46% 19.73% -2.05% 12.95% 13.95% 18.20%
Emerging Markets 50 Geographic 09/15/2008 3.02% -6.39% 1.06% 5.24% -2.93% 6.02% 0.44% 20.72%
Telecomms Sector/Industry 04/05/2000 -1.32% -6.08% -1.34% 0.74% -3.32% 0.21% -0.59% 14.21%
Mid-Cap Blend Investment Style 10/26/2000 8.84% -2.25% 0.70% 13.55% -3.35% 7.74% 7.26% 17.35%
Construction Sector/Industry 04/05/2000 8.66% -0.16% 4.04% 21.29% -3.87% 5.31% 8.04% 18.82%
Small-Cap ETF Market Index 12/10/2001 9.09% -3.07% 0.59% 16.08% -4.58% 9.42% 7.45% 18.03%
Value ETF Investment Style 12/10/2001 8.65% -3.87% -0.59% 11.73% -4.59% 7.54% 6.93% 14.99%
Price-to-Book Fundamental 09/22/2008 4.40% -5.13% -1.38% 8.55% -4.67% 7.51% 3.25% 15.22%
Analyst Selections Strategy 09/07/2000 3.20% -6.28% -3.05% 9.78% -4.79% 8.16% 6.93% 18.84%
International 100 Geographic 11/19/2008 6.89% -5.83% -2.25% 5.82% -4.91% 4.26% 0.03% 14.60%
Developed Markets 100 Geographic 09/15/2008 2.76% -5.59% -3.02% 6.23% -5.21% 3.84% -0.05% 13.69%
Europe 100 Geographic 11/17/2008 6.32% -5.91% -3.80% 6.26% -5.23% 3.73% -0.48% 13.85%
Japan Geographic 11/21/2000 1.05% -2.21% 1.61% 3.71% -5.28% 1.99% 3.32% 15.07%
Financial Sector/Industry 04/05/2000 3.38% -6.15% -2.09% 7.41% -5.39% 8.43% 3.55% 15.25%
Retail REIT Sector/Industry 11/09/2000 11.34% 1.51% -2.80% 12.19% -6.06% -6.36% 1.07% 18.14%
Transport Sector/Industry 04/05/2000 8.70% -2.93% -1.08% 14.64% -6.75% 11.12% 5.72% 19.66%
Asia Geographic 04/05/2000 2.43% -4.96% -1.04% 4.20% -7.26% 2.89% 2.26% 14.97%
Top Ten Buys Strategy 03/11/2001 6.22% -5.64% -0.74% 9.94% -7.55% 1.08% 0.99% 18.28%
Mid-Cap Value Investment Style 04/05/2000 9.20% -6.80% -5.26% 12.65% -7.73% 4.21% 3.76% 18.69%
Euroland Geographic 11/18/2008 4.78% -5.72% -2.42% 7.17% -7.84% 3.89% -0.71% 16.70%
Analyst Upgrades Strategy 09/07/2000 9.96% -6.05% -2.98% 7.33% -7.97% 6.28% 4.73% 16.13%
Large-Cap Value Investment Style 04/05/2000 3.01% -3.96% -1.70% 7.91% -8.21% 1.97% 2.84% 16.91%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.56% -2.85% -3.82% 8.70% -8.65% 1.36% 3.62% 13.88%
Analyst Growth Strategy 09/07/2000 5.89% -5.33% -4.23% 13.19% -9.28% 12.94% 8.82% 22.80%
International Telecom 35 Geographic 11/17/2008 3.20% -5.96% -3.24% -9.88% -9.94% -5.73% -4.32% 14.03%
China Select Geographic 09/28/2008 7.28% -2.43% 0.47% 8.30% -10.20% 5.56% 1.91% 26.96%
Banks Sector/Industry 04/05/2000 4.58% -9.47% -5.28% 3.21% -11.40% 5.94% 0.50% 16.44%
Moderate Investment Style 04/05/2000 9.35% -3.28% -1.48% 7.32% -12.08% 6.26% 6.27% 17.83%
European Oil and Gas Geographic 11/18/2008 4.22% -9.76% -12.26% -2.70% -12.08% 7.07% -1.22% 18.96%
Personal Finance Growth Strategy 08/08/2011 7.12% -8.56% -4.17% 8.19% -12.36% 2.57% 1.93% 19.40%
Small-Cap Value Investment Style 04/05/2000 9.53% -4.51% -6.55% 7.64% -14.25% 10.65% 7.03% 18.87%
Small-Cap Blend Investment Style 10/26/2000 10.34% -3.36% -4.34% 4.51% -15.95% 7.91% 7.20% 18.02%
Australia and New Zealand Geographic 07/18/2007 -5.57% -7.22% -7.18% 5.88% -16.10% -7.05% -8.54% 17.56%
Energy Sector/Industry 04/05/2000 6.98% -9.40% -8.12% 3.19% -17.75% 0.35% -5.60% 19.85%
Zacks Analyst Anomaly Strategy 10/31/2011 7.96% -8.42% -11.27% 12.09% -19.16% 1.57% -2.51% 19.92%
Small-Cap Growth Investment Style 04/05/2000 5.25% -7.11% -10.62% 5.81% -21.15% 8.65% 3.57% 22.19%
Western Pacific Rim Geographic 08/06/2009 7.03% -9.26% -12.28% -8.57% -22.66% -1.94% -1.61% 16.05%
Zacks Value Anomaly Strategy 10/31/2011 4.78% -9.37% -10.60% -4.94% -28.36% -2.95% -6.47% 19.91%
Tiny Titans 101 Strategy 10/19/2010 1.12% -6.45% -10.78% -2.10% -29.45% 1.09% 2.13% 20.93%
Zacks Small Cap Anomaly Strategy 10/31/2011 1.13% -6.53% -8.90% 4.91% -34.04% -6.70% -7.42% 24.76%
Zacks Multi-Anomaly Strategy 10/31/2011 -8.57% -10.59% -19.99% -27.69% -45.14% -21.11% -21.79% 29.64%

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