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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: February 20, 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 3.21% 12.19% 10.16% 8.88% 9.59%
Large-Cap ETF 12/10/01 5.30% 23.93% 15.27% 12.10% 8.50%
Folio 30 04/05/00 1.36% 14.83% 13.89% 12.06% 7.35%
Folio 100 04/05/00 10.74% 38.72% 22.96% 17.98% 5.77%
Folio 50 04/05/00 5.11% 26.01% 15.89% 13.80% 4.86%

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