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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: December 13, 2019
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 25.26% 18.32% 9.47% 9.47% 9.39%
Large-Cap ETF 12/10/01 28.65% 21.97% 14.14% 11.82% 8.17%
Folio 30 04/05/00 21.64% 16.88% 14.51% 12.71% 7.29%
Folio 100 04/05/00 35.58% 27.40% 20.87% 16.25% 5.14%
Folio 50 04/05/00 27.80% 21.25% 14.60% 13.24% 4.52%

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