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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 22, 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 16.14% 0.58% 12.78% 8.58% 9.23%
Large-Cap ETF 12/10/01 14.99% 6.98% 14.14% 10.82% 7.75%
Folio 30 04/05/00 10.58% 5.89% 16.33% 11.84% 6.98%
Folio 100 04/05/00 17.42% 8.86% 19.92% 16.00% 4.50%
Folio 50 04/05/00 13.85% 8.55% 14.41% 12.17% 4.03%

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