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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: November 27, 2020
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 13.69% 15.24% 10.55% 11.61% 9.69%
Large-Cap ETF 12/10/01 16.31% 19.16% 14.47% 14.01% 8.54%
Folio 30 04/05/00 0.98% 2.90% 7.84% 11.63% 6.92%
Folio 100 04/05/00 42.15% 47.09% 25.27% 22.21% 6.89%
Folio 50 04/05/00 21.02% 24.79% 16.60% 15.88% 5.35%

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