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Ready-to-Go Folios: Market Index Category

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Market Index folios are constructed to follow, generally, major U.S. market indices such as the S&P 500, the NASDAQ 100, and the Dow Jones Industrial Average.

Our Market Index folios offer investors broad exposure to different U.S. equity indices to capture broad market movement. Index-based folios use similar relative weightings to their corresponding indices for the constituent securities included in the folio.

Last Updated: May 7, 2021
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Small-Cap ETF 12/10/01 14.59% 72.32% 16.10% 16.81% 10.56%
Large-Cap ETF 12/10/01 12.99% 50.51% 19.13% 17.92% 9.21%
Folio 30 04/05/00 11.82% 37.19% 11.35% 14.52% 7.45%
Folio 100 04/05/00 8.97% 54.64% 28.34% 27.22% 7.41%
Folio 50 04/05/00 8.95% 45.01% 20.04% 18.52% 5.85%

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