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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: July 2, 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 -10.35% -4.62% 4.66% 5.77% 8.57%
Large-Cap ETF 12/10/01 -1.36% 8.01% 11.30% 10.84% 7.95%
Folio 30 04/05/00 -12.59% -6.43% 6.89% 9.11% 6.43%
Folio 100 04/05/00 18.99% 35.08% 23.23% 19.60% 6.04%
Folio 50 04/05/00 3.46% 13.48% 14.01% 13.59% 4.69%

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