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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: March 1, 2021
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 11.38% 49.36% 16.59% 17.69% 10.51%
Large-Cap ETF 12/10/01 4.48% 36.12% 16.15% 17.05% 8.86%
Folio 100 04/05/00 4.12% 59.12% 26.84% 26.13% 7.24%
Folio 30 04/05/00 2.25% 18.55% 7.78% 13.71% 7.06%
Folio 50 04/05/00 2.95% 39.41% 17.79% 18.30% 5.62%

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