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: October 12, 2018 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Folio 100 04/05/2000 11.47% 17.75% 18.11% 17.77% 4.39%
Folio 30 04/05/2000 4.24% 13.33% 16.70% 13.36% 7.05%
Folio 50 04/05/2000 7.00% 13.30% 15.40% 13.84% 3.94%
Large-Cap ETF 12/10/2001 4.95% 10.50% 13.35% 12.35% 7.74%
Small-Cap ETF 12/10/2001 2.35% 6.45% 11.07% 9.39% 9.37%

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