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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: October 18, 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 18.32% 4.17% 10.84% 9.46% 9.12%
Large-Cap ETF 12/10/01 20.86% 9.98% 14.12% 11.84% 7.86%
Folio 30 04/05/00 14.89% 6.86% 16.06% 12.73% 7.04%
Folio 100 04/05/00 25.33% 12.66% 18.40% 16.60% 4.76%
Folio 50 04/05/00 19.62% 9.47% 13.93% 12.98% 4.21%

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