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: January 25, 2021 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 5.22% 48.82% 25.94% 27.33% 7.33%
Small-Cap ETF 12/10/2001 6.82% 27.76% 12.70% 18.29% 10.32%
Folio 50 04/05/2000 4.24% 27.75% 16.16% 19.69% 5.71%
Large-Cap ETF 12/10/2001 2.80% 20.62% 13.42% 17.92% 8.81%
Folio 30 04/05/2000 1.14% 4.32% 5.04% 14.92% 7.04%

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