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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 1, 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 -33.89% -28.35% -4.78% -0.55% 6.90%
Large-Cap ETF 12/10/01 -23.05% -12.16% 3.59% 5.73% 6.61%
Folio 30 04/05/00 -24.92% -16.24% 2.94% 6.01% 5.71%
Folio 100 04/05/00 -14.12% 1.30% 12.21% 12.77% 4.40%
Folio 50 04/05/00 -18.94% -6.92% 5.94% 8.66% 3.48%

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