Last Updated: April 3, 2020

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Bear Market 2X Strategy 02/21/2008 -24.91% 26.55% 46.45% 46.02% 17.09% -11.60% -15.80% 60.03%
Bear Market 1X Strategy 02/21/2008 -8.26% 14.95% 23.44% 23.74% 15.96% -0.26% -3.39% 24.86%
Government Bond Bond 09/07/2000 4.72% 2.83% 8.44% 9.56% 15.69% 6.29% 3.95% 7.81%
Bear Market 1.5X Strategy 02/21/2008 -15.90% 18.97% 30.63% 30.41% 13.92% -5.93% -9.25% 39.30%
Bond ETF Bond 07/31/2002 4.67% -1.97% 1.85% 2.56% 8.84% 4.58% 3.32% 6.95%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.65% -3.19% -0.71% -0.19% 6.29% 4.29% 3.27% 8.55%
Short-term Conservative Asset Allocation 08/24/2012 3.19% -3.34% -1.62% -0.80% 5.51% 4.18% 3.02% 9.51%
Corporate Bond Bond 09/07/2000 4.29% -8.53% -5.17% -4.66% 4.29% 3.64% 2.86% 12.84%
Basic Short-term Mod Asset Allocation 10/07/2005 4.82% -4.84% -3.58% -3.14% 3.62% 3.88% 3.17% 9.62%
Short-term Moderate Asset Allocation 08/24/2012 3.70% -5.14% -4.63% -3.84% 2.99% 4.20% 3.31% 10.82%
Biotechnology Sector/Industry 04/05/2000 10.57% -4.38% -8.74% -9.25% 2.16% 11.82% 5.83% 29.02%
Municipal Bond Bond 01/15/2001 4.09% -5.29% -3.07% -2.70% 1.58% 2.58% 2.23% 11.27%
Low Volatility Strategy 02/26/2008 4.32% -5.23% -5.95% -5.69% 1.23% 2.06% 2.38% 10.61%
Defensive Strategy Strategy 02/28/2008 10.14% -11.41% -14.34% -14.68% 1.07% 6.32% 7.27% 26.07%
Short-term Aggressive Asset Allocation 08/24/2012 3.95% -7.56% -7.37% -6.63% 0.99% 4.23% 3.46% 12.52%
Folio 100 Market Index 04/05/2000 4.42% -12.75% -14.58% -13.84% 0.67% 12.36% 12.80% 31.72%
Precious Metals Sector/Industry 06/25/2009 0.08% -11.21% -14.26% -12.94% 0.50% -2.47% -2.15% 23.01%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.17% -7.11% -6.66% -6.31% 0.47% 3.30% 2.97% 11.55%
Low Volatility ETF Strategy 02/26/2008 4.06% -5.07% -6.34% -5.98% -0.08% 2.31% 2.21% 10.43%
Target 2010 Conservative Target Date 12/21/2007 3.52% -6.28% -7.27% -6.77% -0.32% 3.27% 2.85% 10.13%
Healthcare Sector/Industry 04/05/2000 9.28% -7.94% -13.47% -13.83% -0.67% 8.21% 4.01% 26.93%
Target 2015 Conservative Target Date 12/21/2007 3.01% -7.19% -8.98% -8.44% -1.75% 2.89% 2.93% 12.89%
Medium-term Conservative Asset Allocation 08/24/2012 3.85% -9.26% -10.04% -9.32% -2.00% 3.37% 2.98% 14.63%
Basic Med-term Conserv Asset Allocation 10/07/2005 5.49% -9.11% -9.71% -9.42% -2.35% 2.91% 2.97% 13.86%
Internet 5 Sector/Industry 03/11/2001 14.42% -12.15% -14.83% -13.51% -3.91% 12.86% 16.27% 30.43%
Target 2020 Conservative Target Date 12/21/2007 2.86% -8.36% -10.94% -10.37% -4.21% 1.92% 2.26% 14.46%
Target 2025 Conservative Target Date 12/21/2007 3.11% -8.84% -11.66% -11.11% -5.09% 1.70% 2.12% 14.98%
Target 2010 Moderate Target Date 12/21/2007 2.96% -9.67% -12.25% -11.72% -5.18% 1.59% 2.19% 15.44%
Consumer Staples 5 Sector/Industry 03/11/2001 6.76% -11.44% -16.24% -16.73% -6.09% -0.74% 2.62% 27.97%
Folio 50 Market Index 04/05/2000 3.53% -13.04% -18.42% -18.05% -6.24% 6.30% 8.84% 30.07%
Medium-term Moderate Asset Allocation 08/24/2012 3.62% -11.42% -13.92% -13.24% -6.44% 2.49% 2.54% 17.53%
Target 2030 Conservative Target Date 12/21/2007 3.00% -10.28% -13.65% -13.08% -6.89% 1.32% 1.97% 17.03%
Long-term Conservative Asset Allocation 08/24/2012 3.88% -12.02% -14.59% -13.89% -6.94% 2.57% 2.60% 18.54%
Target 2015 Moderate Target Date 12/21/2007 2.81% -10.76% -13.89% -13.30% -7.04% 1.01% 1.77% 16.85%
Basic Med-term Mod Asset Allocation 10/07/2005 5.66% -12.35% -14.25% -14.08% -7.05% 1.84% 2.45% 17.67%
Utility 5 Sector/Industry 03/11/2001 6.89% -19.67% -15.70% -16.41% -7.11% 3.81% 5.49% 34.54%
Global Bond Bond 09/07/2000 6.03% -15.18% -13.56% -13.66% -7.27% -0.51% 1.20% 15.64%
Target 2010 Aggressive Target Date 12/21/2007 2.46% -11.19% -14.79% -14.23% -7.66% 1.24% 2.10% 18.12%
Target 2035 Conservative Target Date 12/21/2007 3.08% -11.19% -14.78% -14.22% -7.66% 1.28% 2.12% 18.12%
Top Ten Buys Strategy 03/11/2001 5.86% -10.07% -15.82% -16.17% -8.20% -1.01% 0.56% 30.74%
Basic Long-term Conserv Asset Allocation 10/07/2005 5.79% -13.23% -15.89% -15.72% -8.39% 1.69% 2.54% 19.03%
Target 2040 Conservative Target Date 12/21/2007 3.27% -12.37% -16.09% -15.55% -8.56% 1.24% 2.23% 19.65%
Target 2045 Conservative Target Date 12/21/2007 3.68% -13.05% -17.08% -16.52% -8.84% 1.88% 2.95% 21.43%
Target 2050 Conservative Target Date 07/14/2010 5.29% -13.61% -17.72% -17.16% -9.13% 2.06% 3.21% 22.38%
Medium-term Aggressive Asset Allocation 08/24/2012 3.79% -13.58% -16.97% -16.26% -9.37% 1.88% 2.21% 20.78%
Long-term Moderate Asset Allocation 08/24/2012 3.79% -13.91% -17.28% -16.54% -9.52% 1.91% 2.23% 21.01%
Target 2020 Moderate Target Date 12/21/2007 2.77% -12.12% -16.24% -15.63% -9.53% 0.51% 1.44% 18.85%
Multi-Sector Sector/Industry 04/05/2000 4.90% -17.33% -22.07% -21.60% -9.55% 5.32% 5.75% 31.18%
Target 2055 Conservative Target Date 07/14/2010 5.21% -14.01% -18.23% -17.67% -9.61% 1.95% 3.15% 22.93%
Target 2060 Conservative Target Date 07/14/2010 5.21% -14.01% -18.23% -17.67% -9.61% 1.95% 3.15% 22.93%
Long-term Aggressive Asset Allocation 08/24/2012 6.32% -15.68% -18.84% -18.21% -9.77% 3.43% 3.97% 25.76%
High-Yield Bond Bond 09/07/2000 3.54% -14.36% -15.67% -15.45% -10.28% -0.80% 0.96% 13.24%
Target 2015 Aggressive Target Date 12/21/2007 2.18% -13.11% -17.32% -16.78% -10.61% 0.40% 1.44% 20.02%
Target 2025 Moderate Target Date 12/21/2007 2.77% -13.33% -17.89% -17.28% -10.96% 0.39% 1.49% 20.58%
Basic Med-term Aggress Asset Allocation 10/07/2005 6.01% -15.36% -18.60% -18.49% -11.07% 1.22% 2.44% 21.81%
Consumer Staples Sector/Industry 04/05/2000 9.06% -14.95% -20.29% -20.92% -11.08% -1.65% 2.51% 25.25%
Technology Sector/Industry 04/05/2000 1.44% -15.25% -18.46% -18.00% -11.08% 7.82% 8.27% 32.85%
Basic Long-term Mod Asset Allocation 10/07/2005 5.97% -15.66% -18.95% -18.85% -11.59% 0.96% 2.23% 21.93%
Large-Cap ETF Market Index 12/10/2001 6.65% -17.21% -22.63% -22.46% -11.69% 3.91% 5.80% 30.30%
BetterInvesting Top 100 Strategy 08/04/2009 11.46% -16.91% -22.59% -22.38% -12.05% 3.31% 5.39% 30.39%
Global Geographic 04/05/2000 3.29% -16.34% -22.37% -22.29% -12.64% 4.07% 4.72% 30.51%
Internet Sector/Industry 04/05/2000 1.58% -17.71% -18.44% -16.35% -12.64% 9.66% 8.18% 30.21%
Target 2020 Aggressive Target Date 12/21/2007 2.25% -14.68% -19.76% -19.21% -13.05% -0.34% 1.02% 22.16%
Target 2030 Moderate Target Date 12/21/2007 2.61% -14.69% -19.77% -19.21% -13.06% -0.32% 1.03% 22.16%
Target 2030 Aggressive Target Date 12/21/2007 3.21% -15.75% -21.31% -20.74% -13.43% 0.46% 2.05% 25.04%
Target 2040 Moderate Target Date 12/21/2007 3.00% -15.75% -21.31% -20.74% -13.43% 0.46% 2.05% 25.04%
Target 2025 Aggressive Target Date 12/21/2007 2.74% -15.32% -20.73% -20.14% -13.46% -0.02% 1.45% 23.84%
Target 2035 Moderate Target Date 12/21/2007 2.83% -15.32% -20.73% -20.14% -13.46% -0.01% 1.46% 23.84%
Folio 30 Market Index 04/05/2000 5.81% -15.67% -23.45% -23.49% -13.93% 3.61% 6.33% 30.57%
Growth ETF Investment Style 12/10/2001 7.76% -19.97% -23.96% -23.56% -14.77% 4.22% 4.42% 31.08%
Conservative Investment Style 04/05/2000 9.79% -21.04% -23.03% -22.79% -14.92% 5.28% 7.44% 29.60%
Target 2035 Aggressive Target Date 12/21/2007 2.98% -16.79% -22.75% -22.25% -14.97% -0.25% 1.64% 26.27%
Large-Cap Growth Investment Style 04/05/2000 2.46% -22.91% -27.31% -26.93% -15.59% 4.76% 4.09% 34.44%
Japan Geographic 11/21/2000 0.21% -16.57% -25.14% -25.23% -15.85% -4.48% -1.40% 22.93%
Target 2040 Aggressive Target Date 12/21/2007 2.91% -17.28% -23.53% -23.04% -15.92% -0.60% 1.39% 26.59%
Target 2045 Moderate Target Date 12/21/2007 2.97% -17.28% -23.53% -23.04% -15.92% -0.60% 1.39% 26.59%
Dividend Yield Fundamental 09/22/2008 4.57% -16.26% -25.16% -25.02% -16.32% -0.13% 2.43% 31.21%
Target 2050 Moderate Target Date 07/14/2010 5.22% -17.84% -24.01% -23.56% -16.41% -0.73% 1.38% 27.30%
Large-Cap Blend Investment Style 10/26/2000 4.68% -21.70% -25.87% -25.86% -16.42% 1.42% 3.81% 31.17%
Basic Long-term Aggress Asset Allocation 10/07/2005 6.05% -19.71% -24.40% -24.40% -16.99% -0.19% 1.84% 27.42%
Target 2055 Moderate Target Date 07/14/2010 4.80% -18.16% -24.61% -24.17% -17.21% -1.04% 1.18% 27.62%
Target 2060 Moderate Target Date 07/14/2010 4.66% -18.16% -24.61% -24.17% -17.21% -1.04% 1.17% 27.62%
Target 2045 Aggressive Target Date 12/21/2007 2.89% -18.17% -24.62% -24.18% -17.22% -1.05% 1.17% 27.62%
Global ETF Geographic 12/10/2001 6.43% -18.31% -25.03% -24.99% -17.40% -0.53% 1.23% 28.34%
Target 2050 Aggressive Target Date 07/14/2010 4.46% -19.45% -26.05% -25.66% -18.85% -1.62% 0.87% 28.87%
Target 2055 Aggressive Target Date 07/14/2010 4.47% -19.45% -26.05% -25.66% -18.85% -1.62% 0.87% 28.87%
Target 2060 Aggressive Target Date 07/14/2010 4.47% -19.45% -26.05% -25.66% -18.85% -1.62% 0.87% 28.87%
Industrial-Office REIT Sector/Industry 11/09/2000 7.28% -24.83% -27.11% -27.37% -19.20% -2.33% 2.05% 37.54%
Military Procurement Strategy 06/06/2003 12.30% -25.49% -31.59% -30.43% -19.23% -0.67% 4.88% 35.06%
Utility Sector/Industry 04/05/2000 7.05% -24.28% -25.73% -26.43% -19.47% -2.13% 1.86% 34.76%
Sector ETF Sector/Industry 12/10/2001 6.14% -20.96% -27.23% -27.36% -19.49% -1.74% 1.97% 30.81%
International Geographic 04/05/2000 2.09% -20.79% -28.09% -28.09% -20.01% -2.27% -0.58% 28.74%
Aggressive Investment Style 04/05/2000 4.85% -22.66% -30.51% -30.27% -20.07% 0.70% 3.88% 33.51%
Dogs of the Dow Strategy 04/05/2000 7.11% -12.02% -24.69% -25.07% -20.24% -1.41% 4.69% 26.70%
Basic Materials Sector/Industry 04/05/2000 7.31% -20.89% -28.48% -29.08% -22.21% -0.81% 2.41% 31.64%
Price-to-Sales Fundamental 09/22/2008 3.60% -19.93% -29.95% -29.88% -22.40% -2.20% 0.14% 32.26%
Analyst Selections Strategy 09/07/2000 1.95% -18.80% -27.51% -27.07% -22.76% -0.86% 1.54% 30.77%
REITs Sector/Industry 04/05/2000 9.32% -28.81% -29.57% -29.85% -23.06% -1.62% 0.97% 36.39%
Asia Geographic 04/05/2000 1.42% -17.73% -26.13% -26.41% -23.12% -5.64% -2.36% 25.75%
Wine Beer and Spirits Sector/Industry 06/06/2003 11.29% -18.54% -27.45% -27.44% -24.39% -5.44% -1.47% 25.90%
Transport Sector/Industry 04/05/2000 7.09% -16.65% -27.80% -27.56% -24.78% -2.47% 0.11% 33.88%
Mid-Cap Blend Investment Style 10/26/2000 6.91% -26.72% -35.15% -34.86% -24.96% -5.57% -1.49% 35.10%
Construction Sector/Industry 04/05/2000 6.65% -33.69% -36.87% -37.04% -26.18% -8.26% -0.06% 38.49%
Analyst Growth Strategy 09/07/2000 4.31% -22.73% -30.51% -29.62% -26.32% 0.12% 2.38% 37.02%
Financial Sector/Industry 04/05/2000 1.87% -25.66% -33.70% -33.66% -26.40% -6.90% -2.30% 35.91%
Telecomms Sector/Industry 04/05/2000 -2.54% -20.98% -27.31% -27.21% -26.74% -9.16% -5.46% 28.39%
Price-to-Book Fundamental 09/22/2008 1.75% -24.07% -34.07% -33.87% -26.94% -5.66% -1.67% 34.29%
Value ETF Investment Style 12/10/2001 6.52% -26.37% -34.32% -34.66% -28.14% -6.19% -0.67% 32.38%
Mid-Cap Growth Investment Style 04/05/2000 6.13% -29.15% -34.33% -34.15% -29.57% 0.59% 1.35% 35.69%
Residential REIT Sector/Industry 11/09/2000 11.39% -37.64% -38.18% -38.40% -29.80% -3.24% 4.06% 37.84%
Small-Cap ETF Market Index 12/10/2001 6.79% -28.12% -35.01% -35.11% -29.91% -5.09% -0.99% 33.36%
Africa Geographic 04/05/2000 6.36% -32.54% -39.97% -40.05% -30.32% -8.88% -6.18% 36.50%
Large-Cap Value Investment Style 04/05/2000 1.37% -25.27% -36.20% -36.19% -30.52% -10.61% -4.73% 31.60%
Aerospace Sector/Industry 04/05/2000 13.22% -33.98% -41.89% -40.00% -30.72% -1.54% 2.71% 38.83%
Small-Cap Blend Investment Style 10/26/2000 8.25% -28.48% -38.33% -38.40% -30.75% -7.61% -1.24% 38.09%
Moderate Investment Style 04/05/2000 7.10% -30.30% -39.25% -39.34% -34.02% -11.41% -3.80% 36.01%
High Income Investment Style 09/07/2000 7.60% -34.41% -41.51% -41.63% -34.63% -8.52% -1.34% 33.76%
Analyst Upgrades Strategy 09/07/2000 7.57% -27.34% -35.41% -35.21% -36.45% -7.96% -3.18% 35.22%
Banks Sector/Industry 04/05/2000 2.39% -32.71% -44.62% -44.59% -38.27% -12.83% -6.48% 37.52%
Small-Cap Growth Investment Style 04/05/2000 3.14% -33.03% -40.97% -41.38% -38.47% -9.68% -4.04% 37.33%
Australia and New Zealand Geographic 07/18/2007 -8.03% -31.88% -37.20% -37.23% -38.71% -18.44% -12.19% 31.74%
Mid-Cap Value Investment Style 04/05/2000 6.54% -33.08% -45.25% -45.35% -39.74% -10.90% -5.77% 39.08%
Small-Cap Value Investment Style 04/05/2000 6.31% -34.59% -47.05% -47.26% -44.12% -11.73% -4.93% 35.63%
Energy Sector/Industry 04/05/2000 4.13% -33.38% -47.15% -46.75% -45.28% -16.07% -10.51% 46.95%
Latin America Geographic 04/05/2000 6.27% -43.78% -54.23% -53.94% -51.46% -17.65% -6.06% 47.43%
Retail REIT Sector/Industry 11/09/2000 6.72% -51.59% -55.65% -56.51% -55.07% -23.55% -15.10% 49.67%

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