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Last Updated: April 14, 2021

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Internet Sector/Industry 04/05/2000 6.07% 1.40% 2.61% 5.23% 115.11% 37.78% 33.66% 30.80%
Small-Cap Value Investment Style 04/05/2000 11.67% -4.39% 16.77% 25.64% 113.00% 15.37% 19.29% 27.06%
Construction Sector/Industry 04/05/2000 11.08% 6.30% 16.96% 21.39% 103.12% 18.00% 17.09% 31.37%
Small-Cap Growth Investment Style 04/05/2000 7.20% -2.78% 13.95% 21.85% 99.07% 11.96% 15.94% 30.59%
Mid-Cap Growth Investment Style 04/05/2000 9.94% 2.58% 3.14% 9.77% 90.54% 23.93% 20.78% 26.78%
Mid-Cap Value Investment Style 04/05/2000 10.65% 1.20% 5.48% 14.14% 89.31% 13.10% 13.68% 27.36%
Small-Cap ETF Market Index 12/10/2001 10.50% -0.67% 5.32% 12.56% 77.65% 16.11% 16.28% 25.72%
Small-Cap Blend Investment Style 10/26/2000 12.15% -1.40% 6.39% 14.50% 75.83% 12.81% 16.62% 25.44%
Africa Geographic 04/05/2000 9.93% 1.32% 2.79% 8.82% 73.82% 10.24% 11.41% 26.71%
Moderate Investment Style 04/05/2000 10.42% 1.56% 8.92% 16.43% 70.49% 9.52% 13.08% 21.75%
Transport Sector/Industry 04/05/2000 9.91% 3.65% 8.85% 11.61% 70.33% 14.61% 14.93% 23.27%
Internet 5 Sector/Industry 03/11/2001 17.56% 8.13% 13.35% 11.51% 69.10% 29.14% 29.09% 28.62%
Aggressive Investment Style 04/05/2000 7.91% 5.62% 7.45% 13.36% 66.93% 17.57% 18.77% 25.06%
Mid-Cap Blend Investment Style 10/26/2000 9.87% 2.04% 9.48% 15.42% 66.47% 15.38% 13.72% 27.08%
Retail REIT Sector/Industry 11/09/2000 10.30% -3.27% 18.12% 25.01% 64.89% 3.47% -2.12% 51.85%
Australia and New Zealand Geographic 07/18/2007 -3.04% -2.02% -4.95% 4.29% 64.83% 1.98% 2.97% 35.07%
Growth ETF Investment Style 12/10/2001 10.86% 3.48% 3.42% 6.28% 63.43% 22.22% 19.64% 22.50%
Basic Materials Sector/Industry 04/05/2000 10.16% 1.73% 5.18% 10.61% 62.89% 15.90% 17.75% 24.06%
Folio 100 Market Index 04/05/2000 7.43% 7.11% 9.24% 8.82% 62.55% 29.47% 26.00% 25.56%
Technology Sector/Industry 04/05/2000 4.21% 5.31% 8.89% 10.37% 60.41% 21.56% 21.30% 24.79%
BetterInvesting Top 100 Strategy 08/04/2009 16.14% 3.54% 7.99% 12.13% 59.42% 20.70% 17.74% 20.00%
Value ETF Investment Style 12/10/2001 9.51% 0.62% 10.48% 16.26% 57.58% 11.12% 12.50% 24.78%
Aerospace Sector/Industry 04/05/2000 15.82% 1.66% 6.42% 13.19% 56.26% 7.83% 15.73% 31.64%
Multi-Sector Sector/Industry 04/05/2000 7.34% 2.33% 7.46% 10.11% 55.46% 20.22% 18.46% 20.40%
Banks Sector/Industry 04/05/2000 4.61% -1.02% 5.79% 12.76% 53.27% -0.40% 6.89% 32.67%
Analyst Selections Strategy 09/07/2000 4.51% 0.92% 6.45% 8.89% 52.05% 10.25% 12.86% 20.98%
Sector ETF Sector/Industry 12/10/2001 8.83% 2.28% 8.73% 12.71% 51.11% 14.78% 13.41% 20.53%
Large-Cap Growth Investment Style 04/05/2000 5.22% 6.02% 9.00% 8.38% 51.03% 16.94% 17.24% 21.51%
Large-Cap Value Investment Style 04/05/2000 3.88% 0.87% 8.89% 14.01% 50.72% 5.86% 6.31% 19.99%
Large-Cap ETF Market Index 12/10/2001 9.11% 4.33% 8.56% 10.32% 49.12% 18.47% 17.08% 19.05%
Target 2050 Aggressive Target Date 07/14/2010 8.74% -0.03% 3.48% 10.03% 48.97% 11.98% 12.89% 20.48%
Target 2055 Aggressive Target Date 07/14/2010 8.75% -0.03% 3.48% 10.03% 48.97% 11.98% 12.89% 20.48%
Target 2060 Aggressive Target Date 07/14/2010 8.75% -0.03% 3.48% 10.03% 48.97% 11.98% 12.89% 20.48%
Latin America Geographic 04/05/2000 8.59% -1.35% -8.19% -4.28% 48.96% -8.49% 5.95% 30.01%
Price-to-Book Fundamental 09/22/2008 5.22% 1.22% 8.96% 14.69% 48.67% 6.63% 9.79% 24.04%
Price-to-Sales Fundamental 09/22/2008 7.11% 3.60% 6.91% 12.47% 48.55% 10.86% 11.64% 19.16%
Analyst Upgrades Strategy 09/07/2000 9.96% 0.23% 6.07% 8.92% 48.28% 4.51% 8.29% 23.20%
Military Procurement Strategy 06/06/2003 14.65% 3.32% 10.03% 15.07% 47.74% 9.74% 15.47% 27.85%
Target 2045 Aggressive Target Date 12/21/2007 6.33% -0.05% 3.20% 9.64% 47.52% 11.98% 12.81% 19.74%
Target 2060 Moderate Target Date 07/14/2010 8.78% -0.05% 3.20% 9.64% 47.52% 11.98% 12.81% 19.74%
Target 2055 Moderate Target Date 07/14/2010 8.91% -0.05% 3.20% 9.64% 47.51% 11.98% 12.81% 19.74%
Financial Sector/Industry 04/05/2000 4.19% 1.15% 10.47% 15.45% 46.49% 5.87% 10.74% 24.68%
Target 2050 Moderate Target Date 07/14/2010 9.18% 0.03% 3.21% 9.48% 46.17% 12.07% 12.71% 19.54%
Folio 50 Market Index 04/05/2000 5.81% 5.35% 7.40% 7.66% 45.84% 20.20% 18.10% 21.13%
Target 2040 Aggressive Target Date 12/21/2007 6.18% -0.02% 3.12% 9.44% 45.84% 11.87% 12.63% 19.15%
Target 2045 Moderate Target Date 12/21/2007 6.22% -0.02% 3.12% 9.44% 45.84% 11.87% 12.63% 19.15%
Global ETF Geographic 12/10/2001 8.73% 2.91% 4.82% 7.93% 45.70% 11.09% 12.43% 17.96%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.61% 5.87% 6.62% 8.65% 45.64% 3.27% 7.59% 21.97%
Asia Geographic 04/05/2000 3.63% -4.45% -6.43% -0.98% 44.98% 5.16% 8.70% 22.99%
Biotechnology Sector/Industry 04/05/2000 12.43% 0.77% -4.91% 1.74% 44.72% 24.27% 18.95% 27.39%
Target 2035 Aggressive Target Date 12/21/2007 6.14% 0.00% 2.80% 8.96% 44.42% 11.93% 12.55% 18.90%
Analyst Growth Strategy 09/07/2000 6.59% -0.69% 1.76% 3.08% 43.99% 6.59% 13.18% 25.39%
Target 2030 Aggressive Target Date 12/21/2007 6.24% 0.15% 3.11% 9.06% 43.49% 12.22% 12.63% 17.94%
Target 2040 Moderate Target Date 12/21/2007 6.09% 0.15% 3.11% 9.06% 43.49% 12.22% 12.63% 17.94%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.74% 2.94% 6.87% 9.04% 42.39% 13.53% 12.29% 17.95%
Energy Sector/Industry 04/05/2000 5.72% -4.40% -0.37% 12.06% 41.22% -6.63% 0.55% 32.30%
Global Geographic 04/05/2000 5.31% 7.26% 7.46% 8.25% 40.46% 15.28% 14.78% 19.29%
High Income Investment Style 09/07/2000 9.91% 1.24% 5.11% 6.34% 40.40% 8.76% 9.42% 15.76%
Target 2025 Aggressive Target Date 12/21/2007 5.59% -0.16% 2.76% 8.39% 40.23% 10.88% 11.31% 16.96%
Target 2035 Moderate Target Date 12/21/2007 5.70% -0.16% 2.76% 8.39% 40.23% 10.88% 11.31% 16.96%
Large-Cap Blend Investment Style 10/26/2000 6.92% 5.15% 6.26% 7.77% 39.83% 13.66% 13.86% 16.47%
Target 2055 Conservative Target Date 07/14/2010 8.51% 0.59% 2.96% 8.03% 39.43% 12.92% 12.51% 16.12%
Target 2060 Conservative Target Date 07/14/2010 8.51% 0.59% 2.96% 8.03% 39.43% 12.92% 12.51% 16.12%
Residential REIT Sector/Industry 11/09/2000 13.84% -0.51% 13.87% 13.12% 39.27% 16.18% 14.14% 30.77%
Target 2050 Conservative Target Date 07/14/2010 8.52% 0.62% 2.99% 7.94% 38.37% 12.80% 12.30% 15.79%
International Geographic 04/05/2000 3.89% 1.36% -0.31% 1.26% 37.99% 6.50% 8.37% 18.90%
Long-term Aggressive Asset Allocation 08/24/2012 10.78% 1.68% 4.07% 7.17% 37.57% 14.12% 13.41% 17.22%
Target 2030 Moderate Target Date 12/21/2007 5.26% -0.40% 2.97% 8.57% 37.42% 9.98% 10.21% 15.79%
Target 2020 Aggressive Target Date 12/21/2007 4.92% -0.40% 2.97% 8.57% 37.42% 9.91% 10.17% 15.79%
Japan Geographic 11/21/2000 1.90% -1.08% 0.59% 5.86% 36.99% 2.95% 6.97% 18.34%
Conservative Investment Style 04/05/2000 11.85% 4.20% 1.04% -0.26% 36.56% 14.97% 16.56% 15.89%
Dividend Yield Fundamental 09/22/2008 7.14% 2.03% 6.17% 10.22% 36.46% 10.11% 10.78% 18.81%
Target 2045 Conservative Target Date 12/21/2007 6.25% 0.44% 2.73% 7.60% 36.40% 12.04% 11.61% 15.16%
Target 2025 Moderate Target Date 12/21/2007 5.25% -0.31% 2.45% 7.66% 35.27% 9.85% 9.99% 14.41%
Precious Metals Sector/Industry 06/25/2009 3.54% -1.33% -0.79% -1.21% 35.11% 12.22% 7.41% 27.42%
Dogs of the Dow Strategy 04/05/2000 8.72% 1.65% 8.06% 12.98% 33.18% 11.07% 10.83% 22.88%
Basic Long-term Mod Asset Allocation 10/07/2005 8.01% 2.40% 4.89% 6.56% 32.96% 11.82% 10.47% 14.23%
Basic Med-term Aggress Asset Allocation 10/07/2005 8.02% 2.46% 4.93% 6.49% 32.55% 11.92% 10.56% 14.10%
Long-term Moderate Asset Allocation 08/24/2012 7.55% 0.87% 3.67% 7.09% 32.38% 10.73% 10.49% 14.47%
Target 2015 Aggressive Target Date 12/21/2007 4.52% -0.19% 2.67% 7.42% 32.23% 9.43% 9.33% 14.02%
Target 2040 Conservative Target Date 12/21/2007 5.52% 0.07% 2.35% 6.96% 31.74% 10.34% 9.86% 13.92%
Medium-term Aggressive Asset Allocation 08/24/2012 7.51% 0.91% 3.82% 7.14% 31.55% 10.66% 10.36% 14.17%
Target 2020 Moderate Target Date 12/21/2007 4.97% -0.40% 2.20% 7.13% 31.19% 9.08% 9.01% 13.31%
Folio 30 Market Index 04/05/2000 7.26% 2.12% 5.92% 7.35% 29.75% 9.85% 13.38% 17.88%
Target 2010 Aggressive Target Date 12/21/2007 4.54% -0.12% 1.84% 6.36% 29.39% 9.43% 9.12% 12.69%
Target 2035 Conservative Target Date 12/21/2007 5.11% -0.12% 1.84% 6.36% 29.39% 9.42% 9.11% 12.69%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.51% 2.13% 3.70% 5.17% 28.65% 10.90% 9.69% 12.15%
Consumer Staples Sector/Industry 04/05/2000 10.43% 3.60% 5.69% 5.51% 28.63% 9.24% 7.87% 16.93%
Long-term Conservative Asset Allocation 08/24/2012 7.13% 1.07% 3.51% 6.17% 27.69% 10.36% 9.77% 12.64%
Top Ten Buys Strategy 03/11/2001 7.61% 5.10% 4.45% 5.37% 27.15% 10.73% 8.34% 16.59%
Target 2015 Moderate Target Date 12/21/2007 4.69% -0.28% 1.63% 5.95% 26.76% 8.67% 8.19% 11.77%
Target 2030 Conservative Target Date 12/21/2007 4.84% -0.22% 1.59% 5.85% 26.58% 8.61% 8.35% 11.88%
REITs Sector/Industry 04/05/2000 10.92% 3.07% 13.45% 10.98% 26.54% 12.69% 8.13% 27.49%
Medium-term Moderate Asset Allocation 08/24/2012 6.75% 0.99% 3.25% 5.77% 26.04% 9.89% 9.32% 11.79%
Basic Med-term Mod Asset Allocation 10/07/2005 7.13% 2.08% 3.45% 4.44% 24.01% 10.06% 8.58% 11.21%
Telecomms Sector/Industry 04/05/2000 -1.29% -1.69% 1.61% 5.68% 23.63% -2.65% 1.28% 22.70%
Target 2010 Moderate Target Date 12/21/2007 4.64% 0.07% 1.31% 4.90% 23.59% 8.43% 7.84% 10.37%
Industrial-Office REIT Sector/Industry 11/09/2000 8.66% 1.06% 11.87% 11.29% 23.51% 12.00% 8.80% 30.44%
Target 2025 Conservative Target Date 12/21/2007 4.68% -0.08% 1.23% 4.89% 22.82% 7.91% 7.64% 10.28%
Defensive Strategy Strategy 02/28/2008 11.71% 4.02% 4.10% 5.55% 22.07% 15.54% 11.52% 15.45%
Target 2020 Conservative Target Date 12/21/2007 4.34% 0.01% 1.19% 4.66% 21.60% 7.83% 7.45% 9.83%
Consumer Staples 5 Sector/Industry 03/11/2001 7.66% 5.35% 3.27% -0.79% 19.07% 8.75% 5.89% 19.62%
Target 2015 Conservative Target Date 12/21/2007 4.31% 0.55% 0.97% 3.47% 18.99% 8.02% 7.50% 8.46%
Medium-term Conservative Asset Allocation 08/24/2012 6.05% 0.94% 1.67% 3.39% 18.71% 8.98% 7.88% 9.67%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.52% 1.72% 2.01% 2.56% 17.87% 9.04% 7.50% 8.43%
Short-term Aggressive Asset Allocation 08/24/2012 5.68% 1.12% 0.91% 1.92% 15.42% 8.69% 7.52% 8.08%
Low Volatility Strategy 02/26/2008 5.25% 0.81% 1.74% 3.17% 14.72% 7.72% 5.86% 7.26%
Target 2010 Conservative Target Date 12/21/2007 4.48% 1.14% 1.13% 1.77% 14.47% 7.00% 6.52% 6.23%
Healthcare Sector/Industry 04/05/2000 9.96% 3.06% 1.17% 3.20% 14.23% 13.51% 10.77% 17.93%
Utility Sector/Industry 04/05/2000 7.98% 6.34% 7.78% 6.49% 14.19% 7.48% 6.45% 21.23%
Low Volatility ETF Strategy 02/26/2008 4.94% 1.49% 1.08% 1.88% 14.13% 6.83% 5.70% 6.53%
High-Yield Bond Bond 09/07/2000 4.31% 0.93% 0.82% 0.74% 12.87% 5.32% 5.97% 9.85%
Utility 5 Sector/Industry 03/11/2001 7.55% 5.90% 5.29% 5.08% 12.76% 12.72% 8.58% 20.90%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.86% 1.48% 1.04% 1.18% 12.60% 7.81% 6.21% 6.60%
Short-term Moderate Asset Allocation 08/24/2012 4.89% 0.51% 0.35% 1.71% 12.21% 7.52% 6.31% 6.91%
Global Bond Bond 09/07/2000 6.29% 1.27% -2.94% -4.55% 10.36% 2.63% 3.02% 7.90%
Basic Short-term Mod Asset Allocation 10/07/2005 5.22% 1.19% -0.16% -0.22% 8.89% 6.84% 5.41% 4.88%
Short-term Conservative Asset Allocation 08/24/2012 3.68% 0.17% -0.81% 0.18% 6.70% 6.01% 4.61% 5.49%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.75% 0.94% -0.90% -1.36% 4.69% 6.07% 4.41% 3.85%
Municipal Bond Bond 01/15/2001 4.13% 0.70% 0.10% -0.14% 4.24% 4.20% 2.59% 2.13%
Corporate Bond Bond 09/07/2000 4.46% 1.55% -2.29% -3.44% 4.03% 6.22% 4.69% 6.19%
Bond ETF Bond 07/31/2002 4.41% 0.81% -2.12% -3.24% -0.06% 4.60% 3.11% 3.84%
Government Bond Bond 09/07/2000 3.38% 0.34% -1.92% -2.80% -2.74% 2.64% 1.46% 4.62%
Bear Market 1X Strategy 02/21/2008 -11.47% -1.44% -6.92% -9.94% -34.87% -14.07% -13.27% 17.62%
Bear Market 1.5X Strategy 02/21/2008 -20.34% -3.66% -11.00% -14.61% -49.64% -25.15% -23.20% 27.30%
Bear Market 2X Strategy 02/21/2008 -31.22% -5.58% -17.27% -22.49% -67.22% -38.91% -35.74% 45.26%

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