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: February 21, 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 8.54% 36.63% 22.02% 17.50% 5.66%
Folio 50 04/05/2000 3.70% 24.60% 15.20% 13.48% 4.79%
Large-Cap ETF 12/10/2001 4.17% 23.03% 14.68% 11.86% 8.44%
Folio 30 04/05/2000 0.96% 14.66% 13.56% 11.97% 7.33%
Small-Cap ETF 12/10/2001 1.98% 11.22% 9.45% 8.62% 9.52%

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