Ready-to-Go Folios: Asset Allocation Category

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Choose the benefits of diversification and asset allocation through broad market exposure using ETFs as the basis of your portfolio.

Asset Allocation folios consist of asset allocation models based on different time frames and risk tolerances. Diversified asset allocation is the concept of investing in multiple asset classes that don’t perform in the same ways at the same times.

Last Updated: January 22, 2018
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Long-term Aggressive 08/24/12 3.96% 22.38% 8.98% 10.68% 10.27%
Basic Long-term Aggress 10/07/05 3.28% 18.61% 8.91% 11.69% 8.46%
Basic Med-term Aggress 10/07/05 2.48% 15.21% 7.46% 9.72% 7.82%
Basic Long-term Mod 10/07/05 2.44% 15.00% 7.35% 9.66% 7.82%
Basic Long-term Conserv 10/07/05 2.32% 14.17% 6.91% 8.72% 7.36%
Basic Med-term Mod 10/07/05 1.51% 11.84% 5.81% 7.69% 7.00%
Long-term Moderate 08/24/12 3.04% 17.22% 6.57% 7.10% 6.94%
Medium-term Aggressive 08/24/12 2.89% 16.47% 6.41% 7.02% 6.85%
Basic Med-term Conserv 10/07/05 1.03% 9.75% 4.95% 6.42% 6.39%
Long-term Conservative 08/24/12 2.37% 14.68% 5.86% 6.52% 6.32%
Medium-term Moderate 08/24/12 2.19% 13.62% 5.62% 6.04% 5.84%
Basic Short-term Aggress 10/07/05 0.39% 7.62% 3.88% 5.10% 5.76%
Medium-term Conservative 08/24/12 1.23% 10.74% 4.70% 5.44% 5.21%
Basic Short-term Mod 10/07/05 0.26% 6.83% 3.43% 4.18% 5.15%
Short-term Aggressive 08/24/12 0.96% 10.14% 4.41% 4.97% 4.74%
Basic Short-term Conserv 10/07/05 -0.44% 4.45% 2.43% 3.16% 4.68%
Short-term Moderate 08/24/12 0.78% 7.98% 3.73% 4.35% 4.11%
Short-term Conservative 08/24/12 0.01% 5.37% 2.48% 3.16% 2.99%

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