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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: September 23, 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 -8.31% -2.35% 4.49% 7.94% 8.54%
Large-Cap ETF 12/10/01 2.37% 10.96% 11.27% 12.84% 7.89%
Folio 30 04/05/00 -7.53% -1.29% 6.61% 11.76% 6.52%
Folio 100 04/05/00 24.41% 39.23% 23.07% 21.39% 6.26%
Folio 50 04/05/00 10.00% 20.51% 14.79% 15.82% 4.91%

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