Last Updated: July 8, 2020

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Internet 5 Sector/Industry 03/11/2001 16.95% 13.43% 44.18% 36.63% 46.58% 26.08% 28.00% 33.01%
Internet Sector/Industry 04/05/2000 4.44% 13.09% 58.97% 47.52% 44.73% 26.95% 22.19% 34.43%
Biotechnology Sector/Industry 04/05/2000 12.24% 10.03% 34.93% 26.35% 44.18% 20.20% 11.56% 30.60%
Folio 100 Market Index 04/05/2000 6.20% 8.02% 30.22% 22.82% 39.59% 24.45% 20.78% 33.70%
Technology Sector/Industry 04/05/2000 3.13% 4.94% 26.94% 14.98% 23.98% 18.53% 16.90% 35.79%
Precious Metals Sector/Industry 06/25/2009 1.67% 4.60% 16.68% 3.66% 19.35% 6.30% 3.12% 24.69%
Folio 50 Market Index 04/05/2000 4.85% 4.78% 19.99% 6.81% 17.12% 15.16% 14.60% 31.55%
Growth ETF Investment Style 12/10/2001 9.71% 1.60% 27.32% 8.87% 17.06% 15.44% 12.42% 34.28%
Healthcare Sector/Industry 04/05/2000 9.97% -1.51% 7.78% 0.11% 13.30% 11.21% 6.64% 28.92%
Top Ten Buys Strategy 03/11/2001 6.94% 1.32% 13.25% 3.62% 12.92% 7.90% 3.81% 31.79%
Government Bond Bond 09/07/2000 4.65% 1.94% 0.93% 9.55% 11.55% 6.21% 4.30% 8.01%
Multi-Sector Sector/Industry 04/05/2000 6.10% -1.62% 15.17% -0.10% 10.83% 12.28% 11.62% 34.82%
Corporate Bond Bond 09/07/2000 4.79% 2.16% 7.94% 5.95% 10.56% 6.78% 5.64% 13.59%
BetterInvesting Top 100 Strategy 08/04/2009 13.92% -0.37% 17.59% 1.34% 10.44% 12.04% 11.34% 33.66%
Large-Cap ETF Market Index 12/10/2001 8.03% -1.47% 16.81% 0.12% 9.50% 11.83% 11.49% 33.33%
Mid-Cap Growth Investment Style 04/05/2000 8.56% -0.57% 39.76% 5.92% 9.37% 15.54% 11.50% 41.71%
Conservative Investment Style 04/05/2000 11.32% 1.03% 23.25% 4.86% 9.12% 14.24% 13.55% 33.25%
Bond ETF Bond 07/31/2002 4.81% 1.34% 3.06% 6.25% 8.84% 5.58% 4.40% 7.13%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.95% 0.80% 3.96% 5.39% 8.60% 5.81% 4.70% 8.88%
Short-term Aggressive Asset Allocation 08/24/2012 5.22% 1.10% 7.67% 3.82% 8.45% 7.68% 6.38% 13.67%
Long-term Aggressive Asset Allocation 08/24/2012 9.04% 0.44% 14.87% 1.41% 8.19% 10.54% 9.81% 28.60%
Short-term Moderate Asset Allocation 08/24/2012 4.62% 0.60% 5.89% 4.10% 7.96% 6.84% 5.53% 11.69%
Basic Short-term Mod Asset Allocation 10/07/2005 5.25% 0.47% 5.20% 4.18% 7.91% 5.91% 5.01% 10.22%
Short-term Conservative Asset Allocation 08/24/2012 3.80% 0.63% 4.18% 4.81% 7.91% 6.00% 4.72% 10.04%
Global Geographic 04/05/2000 4.43% -1.66% 14.16% -2.12% 7.61% 10.65% 9.71% 33.65%
Defensive Strategy Strategy 02/28/2008 11.06% -4.48% 6.31% -2.96% 7.56% 10.97% 10.12% 28.05%
Medium-term Conservative Asset Allocation 08/24/2012 5.29% 0.36% 8.25% 2.08% 6.66% 7.32% 6.22% 16.15%
Target 2010 Conservative Target Date 12/21/2007 4.20% 0.88% 6.55% 2.15% 6.59% 6.09% 5.15% 10.98%
Target 2055 Conservative Target Date 07/14/2010 7.06% -1.39% 12.76% -0.64% 6.56% 8.24% 8.06% 25.61%
Target 2060 Conservative Target Date 07/14/2010 7.06% -1.39% 12.76% -0.64% 6.56% 8.24% 8.06% 25.61%
Target 2050 Conservative Target Date 07/14/2010 7.08% -1.51% 12.27% -0.60% 6.49% 8.16% 7.96% 25.03%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.72% -0.29% 5.88% 2.50% 6.36% 5.90% 5.23% 12.62%
Target 2015 Conservative Target Date 12/21/2007 3.79% -0.29% 6.95% 1.36% 6.26% 6.18% 5.62% 14.15%
Large-Cap Growth Investment Style 04/05/2000 3.96% -2.90% 20.73% -1.32% 5.98% 12.99% 10.98% 38.51%
Construction Sector/Industry 04/05/2000 8.67% -4.91% 25.95% -6.38% 5.88% 3.20% 8.51% 45.58%
Target 2045 Conservative Target Date 12/21/2007 5.03% -1.56% 11.60% -0.81% 5.84% 7.65% 7.45% 23.97%
Africa Geographic 04/05/2000 8.76% 10.64% 43.07% -4.31% 5.82% 7.65% 5.92% 41.00%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.20% -0.80% 7.25% 1.37% 5.72% 6.22% 5.72% 15.35%
Low Volatility ETF Strategy 02/26/2008 4.58% -0.51% 5.11% 1.14% 4.98% 4.43% 4.03% 11.40%
Long-term Conservative Asset Allocation 08/24/2012 5.71% 0.28% 10.17% -0.22% 4.79% 7.57% 6.60% 20.62%
Medium-term Moderate Asset Allocation 08/24/2012 5.37% 0.27% 9.83% -0.10% 4.79% 7.29% 6.30% 19.43%
Municipal Bond Bond 01/15/2001 4.32% 0.66% 2.98% 2.48% 4.38% 3.85% 3.43% 11.44%
Target 2020 Conservative Target Date 12/21/2007 3.67% -1.05% 7.14% -0.28% 4.33% 5.48% 5.11% 15.99%
Long-term Moderate Asset Allocation 08/24/2012 5.93% 0.27% 11.99% -1.05% 4.30% 7.70% 6.87% 23.39%
Target 2010 Moderate Target Date 12/21/2007 3.87% -1.45% 7.76% -0.69% 4.11% 5.50% 5.24% 17.12%
Target 2025 Conservative Target Date 12/21/2007 3.96% -1.09% 7.52% -0.59% 4.05% 5.43% 5.10% 16.60%
Low Volatility Strategy 02/26/2008 4.71% -1.68% 4.00% -0.08% 3.95% 4.12% 3.74% 11.62%
Medium-term Aggressive Asset Allocation 08/24/2012 5.85% 0.05% 11.39% -1.27% 3.95% 7.48% 6.68% 23.12%
Target 2030 Aggressive Target Date 12/21/2007 4.81% -1.46% 13.90% -3.04% 3.91% 7.41% 7.33% 28.03%
Target 2040 Moderate Target Date 12/21/2007 4.61% -1.46% 13.90% -3.04% 3.91% 7.40% 7.33% 28.03%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.82% -1.84% 10.08% -1.29% 3.86% 6.36% 6.29% 21.27%
Target 2040 Conservative Target Date 12/21/2007 4.43% -2.12% 9.73% -1.94% 3.72% 6.25% 6.17% 22.05%
Target 2010 Aggressive Target Date 12/21/2007 3.54% -1.79% 9.14% -1.58% 3.64% 5.83% 5.69% 20.21%
Target 2035 Conservative Target Date 12/21/2007 4.15% -1.80% 9.14% -1.58% 3.64% 5.87% 5.72% 20.21%
Basic Med-term Mod Asset Allocation 10/07/2005 6.56% -1.77% 8.68% -1.08% 3.55% 6.01% 5.90% 19.79%
Target 2030 Conservative Target Date 12/21/2007 3.98% -1.54% 8.45% -1.36% 3.48% 5.56% 5.33% 18.95%
Basic Materials Sector/Industry 04/05/2000 8.77% -3.88% 19.34% -5.06% 2.85% 7.68% 9.63% 37.54%
Target 2015 Moderate Target Date 12/21/2007 3.77% -1.88% 8.21% -1.83% 2.84% 5.22% 5.02% 18.79%
Global ETF Geographic 12/10/2001 7.72% -0.79% 17.31% -4.70% 2.82% 6.16% 6.97% 31.13%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.18% -2.46% 10.97% -2.58% 2.79% 6.55% 6.67% 24.49%
Target 2025 Moderate Target Date 12/21/2007 4.05% -1.39% 11.24% -2.67% 2.79% 5.91% 5.71% 22.91%
Target 2025 Aggressive Target Date 12/21/2007 4.25% -1.56% 13.06% -3.49% 2.58% 6.49% 6.40% 26.68%
Target 2035 Moderate Target Date 12/21/2007 4.33% -1.56% 13.06% -3.49% 2.58% 6.50% 6.41% 26.68%
Target 2035 Aggressive Target Date 12/21/2007 4.62% -2.36% 13.83% -4.45% 2.42% 6.79% 7.07% 29.55%
Basic Long-term Mod Asset Allocation 10/07/2005 7.15% -2.65% 10.94% -2.94% 2.30% 6.32% 6.49% 24.66%
Target 2020 Moderate Target Date 12/21/2007 3.87% -1.78% 9.52% -2.81% 2.17% 5.34% 5.14% 21.02%
Target 2015 Aggressive Target Date 12/21/2007 3.38% -1.85% 10.07% -3.08% 2.13% 5.55% 5.45% 22.39%
Target 2045 Moderate Target Date 12/21/2007 4.65% -2.37% 14.12% -5.05% 1.80% 6.60% 6.87% 29.91%
Target 2040 Aggressive Target Date 12/21/2007 4.58% -2.37% 14.12% -5.06% 1.79% 6.60% 6.87% 29.91%
Target 2050 Moderate Target Date 07/14/2010 7.37% -2.59% 14.31% -5.18% 1.72% 6.61% 7.01% 30.74%
Large-Cap Blend Investment Style 10/26/2000 5.95% -5.56% 13.35% -4.82% 1.64% 8.29% 9.55% 35.15%
Target 2045 Aggressive Target Date 12/21/2007 4.66% -2.49% 14.83% -5.43% 1.48% 6.46% 6.90% 31.06%
Target 2055 Moderate Target Date 07/14/2010 7.01% -2.48% 14.83% -5.43% 1.48% 6.46% 6.90% 31.06%
Target 2060 Moderate Target Date 07/14/2010 6.87% -2.48% 14.83% -5.43% 1.48% 6.46% 6.90% 31.06%
Target 2030 Moderate Target Date 12/21/2007 3.97% -1.94% 11.53% -4.11% 1.45% 5.53% 5.53% 24.83%
Target 2020 Aggressive Target Date 12/21/2007 3.61% -1.94% 11.53% -4.11% 1.45% 5.50% 5.52% 24.83%
International Geographic 04/05/2000 3.31% -2.11% 17.20% -8.16% 1.20% 4.19% 5.24% 32.13%
Asia Geographic 04/05/2000 2.61% -2.39% 16.36% -6.89% 1.01% 0.94% 4.19% 28.91%
Global Bond Bond 09/07/2000 6.63% 1.39% 11.12% -1.92% 0.77% 3.43% 4.28% 16.47%
Aggressive Investment Style 04/05/2000 6.21% -3.04% 17.48% -8.22% 0.76% 8.30% 10.05% 37.67%
Basic Long-term Aggress Asset Allocation 10/07/2005 7.57% -3.63% 13.50% -5.37% 0.53% 6.55% 7.13% 30.88%
Target 2050 Aggressive Target Date 07/14/2010 6.78% -2.59% 15.39% -6.34% 0.47% 6.26% 6.82% 32.48%
Target 2055 Aggressive Target Date 07/14/2010 6.79% -2.59% 15.39% -6.34% 0.47% 6.26% 6.82% 32.48%
Target 2060 Aggressive Target Date 07/14/2010 6.79% -2.59% 15.39% -6.34% 0.47% 6.26% 6.82% 32.48%
Analyst Selections Strategy 09/07/2000 3.42% 1.95% 21.22% -2.69% 0.17% 6.11% 7.02% 33.45%
High-Yield Bond Bond 09/07/2000 4.18% -1.87% 8.71% -3.61% 0.01% 3.06% 3.92% 15.93%
Analyst Growth Strategy 09/07/2000 5.88% 5.61% 24.41% -4.38% -0.10% 8.34% 9.31% 29.51%
Japan Geographic 11/21/2000 1.12% -6.07% 10.62% -10.75% -0.58% 0.49% 2.61% 25.81%
Sector ETF Sector/Industry 12/10/2001 7.44% -5.28% 14.08% -7.50% -0.78% 5.90% 7.52% 34.75%
Utility 5 Sector/Industry 03/11/2001 7.36% -9.03% -1.09% -7.36% -1.66% 7.20% 8.35% 38.14%
Dividend Yield Fundamental 09/22/2008 5.88% -4.94% 8.36% -12.07% -3.93% 4.61% 6.18% 34.83%
Mid-Cap Blend Investment Style 10/26/2000 8.34% -8.44% 16.35% -13.87% -3.94% 4.14% 4.60% 42.09%
Transport Sector/Industry 04/05/2000 8.21% -4.71% 14.24% -8.93% -4.13% 2.86% 6.25% 36.45%
Consumer Staples Sector/Industry 04/05/2000 9.65% -4.53% 7.07% -9.69% -4.16% 2.10% 5.29% 28.07%
Small-Cap ETF Market Index 12/10/2001 8.57% -6.14% 21.48% -10.14% -4.50% 4.76% 6.12% 38.52%
Folio 30 Market Index 04/05/2000 6.48% -4.61% 5.79% -11.73% -5.84% 7.11% 9.59% 31.52%
Consumer Staples 5 Sector/Industry 03/11/2001 7.05% -2.85% 2.51% -10.82% -6.48% 0.55% 4.34% 30.21%
Price-to-Sales Fundamental 09/22/2008 5.28% -7.04% 10.36% -14.48% -8.06% 3.60% 4.67% 36.86%
Bear Market 1X Strategy 02/21/2008 -9.98% 2.92% -14.29% -4.29% -9.62% -7.52% -8.27% 28.15%
Utility Sector/Industry 04/05/2000 7.70% -7.34% 1.41% -15.27% -9.69% 2.12% 5.56% 37.27%
REITs Sector/Industry 04/05/2000 10.31% -8.22% 4.83% -13.80% -10.02% 4.95% 6.52% 42.98%
Large-Cap Value Investment Style 04/05/2000 2.55% -9.13% 12.63% -19.12% -10.33% -4.64% 0.23% 36.34%
Industrial-Office REIT Sector/Industry 11/09/2000 7.88% -10.72% 0.13% -17.44% -10.50% 0.68% 6.46% 44.14%
Wine Beer and Spirits Sector/Industry 06/06/2003 12.27% -4.35% 10.64% -13.34% -11.39% -1.13% 2.78% 29.10%
Dogs of the Dow Strategy 04/05/2000 7.67% -10.05% 2.93% -15.18% -12.10% 2.98% 7.53% 35.26%
Small-Cap Growth Investment Style 04/05/2000 4.86% -6.02% 22.79% -17.37% -12.22% -0.93% 2.94% 45.49%
Financial Sector/Industry 04/05/2000 2.87% -7.85% 8.48% -18.83% -12.83% -2.20% 2.21% 41.41%
Value ETF Investment Style 12/10/2001 7.68% -10.42% 9.37% -18.84% -13.00% 0.22% 4.12% 37.76%
Military Procurement Strategy 06/06/2003 13.09% -14.36% 1.66% -19.06% -13.53% 2.77% 8.77% 39.83%
Price-to-Book Fundamental 09/22/2008 3.23% -8.59% 9.04% -21.23% -13.77% -0.93% 2.23% 39.23%
Small-Cap Blend Investment Style 10/26/2000 9.27% -12.27% 8.91% -24.33% -13.87% -2.97% 3.24% 45.57%
Moderate Investment Style 04/05/2000 8.28% -13.29% 9.68% -22.90% -14.60% -5.17% 1.54% 43.77%
Residential REIT Sector/Industry 11/09/2000 12.66% -11.56% 8.16% -20.87% -14.87% 3.32% 10.00% 44.84%
High Income Investment Style 09/07/2000 9.06% -9.66% 15.41% -22.24% -15.23% 0.79% 5.13% 40.22%
Telecomms Sector/Industry 04/05/2000 -1.79% -4.77% 9.09% -15.83% -16.58% -5.06% -1.61% 31.79%
Mid-Cap Value Investment Style 04/05/2000 8.19% -8.59% 21.40% -24.17% -16.98% -1.33% 1.27% 46.15%
Australia and New Zealand Geographic 07/18/2007 -5.75% -2.32% 24.67% -15.63% -17.94% -6.38% -4.89% 34.06%
Small-Cap Value Investment Style 04/05/2000 8.12% -9.96% 29.89% -24.47% -22.39% -1.62% 3.44% 44.62%
Bear Market 1.5X Strategy 02/21/2008 -18.35% 2.81% -22.62% -13.68% -22.47% -16.69% -16.48% 44.22%
Analyst Upgrades Strategy 09/07/2000 8.46% -4.50% 6.20% -22.29% -22.98% -4.01% 1.43% 32.58%
Banks Sector/Industry 04/05/2000 3.40% -11.69% 8.83% -32.02% -25.38% -8.27% -2.43% 45.05%
Aerospace Sector/Industry 04/05/2000 13.90% -18.67% 4.53% -29.96% -28.86% 1.13% 6.88% 46.48%
Energy Sector/Industry 04/05/2000 5.06% -16.92% 10.10% -35.56% -33.63% -8.84% -6.50% 52.89%
Retail REIT Sector/Industry 11/09/2000 8.37% -21.38% 11.20% -40.19% -36.53% -12.20% -7.85% 63.57%
Latin America Geographic 04/05/2000 7.67% -9.60% 16.75% -39.03% -37.16% -9.23% 0.47% 54.11%
Bear Market 2X Strategy 02/21/2008 -28.45% 5.00% -34.38% -25.53% -37.46% -27.50% -26.46% 68.20%

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