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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: April 25, 2018
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 0.79% 11.46% 7.95% 12.04% 9.55%
Large-Cap ETF 12/10/01 -0.72% 12.86% 9.71% 13.05% 7.60%
Folio 30 04/05/00 -1.94% 17.40% 12.75% 13.17% 6.87%
Folio 100 04/05/00 1.36% 17.74% 13.90% 18.80% 3.96%
Folio 50 04/05/00 -2.03% 11.29% 11.34% 13.25% 3.53%

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