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 7, 2020 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 21.13% 36.61% 23.91% 20.05% 6.13%
Folio 50 04/05/2000 5.26% 14.91% 14.62% 13.93% 4.77%
Large-Cap ETF 12/10/2001 -0.71% 8.05% 11.54% 10.93% 7.98%
Small-Cap ETF 12/10/2001 -10.96% -6.20% 4.45% 5.61% 8.52%
Folio 30 04/05/2000 -12.05% -6.37% 6.99% 9.19% 6.46%

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