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: July 20, 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 15.02% 24.56% 16.86% 20.10% 4.62%
Folio 30 04/05/2000 2.66% 18.67% 14.24% 12.81% 7.05%
Small-Cap ETF 12/10/2001 9.70% 18.28% 11.51% 11.64% 9.96%
Folio 50 04/05/2000 7.03% 17.07% 13.26% 13.81% 3.99%
Large-Cap ETF 12/10/2001 6.22% 15.88% 11.88% 13.03% 7.93%

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