Internet
|
Sector/Industry |
04/05/2000 |
5.87% |
-9.56% |
6.47% |
0.55% |
92.42% |
32.08% |
33.23% |
38.55% |
Small-Cap Value
|
Investment Style |
04/05/2000 |
11.60% |
8.41% |
22.73% |
22.61% |
60.11% |
16.24% |
20.72% |
39.77% |
Internet 5
|
Sector/Industry |
03/11/2001 |
17.04% |
-8.01% |
-1.17% |
0.32% |
49.70% |
22.77% |
27.96% |
36.85% |
Small-Cap Growth
|
Investment Style |
04/05/2000 |
6.99% |
6.34% |
21.96% |
15.91% |
46.09% |
11.34% |
15.04% |
44.74% |
Folio 100
|
Market Index |
04/05/2000 |
6.94% |
-7.69% |
0.69% |
-1.78% |
42.25% |
23.99% |
24.73% |
36.90% |
Mid-Cap Growth
|
Investment Style |
04/05/2000 |
9.46% |
-5.81% |
2.10% |
-0.85% |
41.66% |
19.59% |
19.98% |
41.06% |
Technology
|
Sector/Industry |
04/05/2000 |
3.78% |
-5.60% |
1.65% |
0.68% |
36.70% |
17.68% |
20.31% |
37.45% |
Small-Cap ETF
|
Market Index |
12/10/2001 |
10.19% |
-2.05% |
9.56% |
5.45% |
36.46% |
13.97% |
15.77% |
40.08% |
Transport
|
Sector/Industry |
04/05/2000 |
9.46% |
1.85% |
0.26% |
1.24% |
36.39% |
11.06% |
13.68% |
36.58% |
Small-Cap Blend
|
Investment Style |
10/26/2000 |
11.93% |
1.43% |
11.92% |
8.64% |
35.52% |
13.72% |
15.98% |
39.12% |
Growth ETF
|
Investment Style |
12/10/2001 |
10.45% |
-7.36% |
1.64% |
-2.21% |
34.96% |
18.75% |
18.72% |
36.04% |
Construction
|
Sector/Industry |
04/05/2000 |
10.42% |
-0.71% |
8.64% |
5.71% |
34.10% |
13.08% |
16.09% |
48.98% |
Biotechnology
|
Sector/Industry |
04/05/2000 |
12.14% |
-14.28% |
-6.52% |
-4.89% |
34.00% |
20.55% |
18.44% |
33.62% |
BetterInvesting Top 100
|
Strategy |
08/04/2009 |
15.41% |
-1.38% |
2.04% |
2.56% |
33.33% |
16.51% |
16.64% |
34.98% |
Africa
|
Geographic |
04/05/2000 |
9.69% |
-1.27% |
7.73% |
2.87% |
33.12% |
7.48% |
11.72% |
41.16% |
Basic Materials
|
Sector/Industry |
04/05/2000 |
9.83% |
1.65% |
4.67% |
2.77% |
32.95% |
13.17% |
17.34% |
38.77% |
Mid-Cap Value
|
Investment Style |
04/05/2000 |
10.22% |
-0.62% |
4.74% |
4.16% |
32.63% |
9.95% |
13.27% |
42.97% |
Asia
|
Geographic |
04/05/2000 |
3.65% |
-4.93% |
0.47% |
-1.02% |
30.21% |
4.12% |
9.65% |
31.27% |
Analyst Selections
|
Strategy |
09/07/2000 |
4.32% |
-1.26% |
7.19% |
4.39% |
29.83% |
9.28% |
12.83% |
33.77% |
Multi-Sector
|
Sector/Industry |
04/05/2000 |
6.98% |
-0.50% |
4.19% |
1.77% |
29.32% |
16.88% |
17.51% |
35.68% |
Mid-Cap Blend
|
Investment Style |
10/26/2000 |
9.49% |
0.66% |
10.96% |
6.45% |
27.74% |
12.42% |
12.86% |
44.15% |
Aggressive
|
Investment Style |
04/05/2000 |
7.35% |
-4.46% |
4.38% |
0.86% |
27.67% |
12.54% |
17.30% |
41.61% |
Precious Metals
|
Sector/Industry |
06/25/2009 |
3.38% |
-2.08% |
0.81% |
-3.32% |
26.43% |
11.20% |
7.04% |
32.33% |
Folio 50
|
Market Index |
04/05/2000 |
5.39% |
-6.12% |
0.55% |
-1.62% |
26.29% |
15.80% |
17.11% |
34.07% |
Target 2045 Aggressive
|
Target Date |
12/21/2007 |
6.07% |
0.15% |
6.18% |
5.50% |
26.13% |
10.99% |
12.96% |
32.36% |
Target 2055 Moderate
|
Target Date |
07/14/2010 |
8.61% |
0.15% |
6.18% |
5.50% |
26.13% |
10.99% |
12.96% |
32.36% |
Target 2060 Moderate
|
Target Date |
07/14/2010 |
8.48% |
0.15% |
6.18% |
5.50% |
26.13% |
10.99% |
12.96% |
32.36% |
Target 2050 Aggressive
|
Target Date |
07/14/2010 |
8.43% |
0.14% |
6.34% |
5.70% |
25.81% |
10.89% |
13.04% |
33.78% |
Target 2055 Aggressive
|
Target Date |
07/14/2010 |
8.43% |
0.14% |
6.34% |
5.70% |
25.81% |
10.89% |
13.04% |
33.78% |
Target 2060 Aggressive
|
Target Date |
07/14/2010 |
8.44% |
0.14% |
6.34% |
5.70% |
25.81% |
10.89% |
13.04% |
33.78% |
Target 2040 Aggressive
|
Target Date |
12/21/2007 |
5.93% |
0.26% |
6.07% |
5.36% |
25.54% |
10.97% |
12.76% |
31.21% |
Target 2045 Moderate
|
Target Date |
12/21/2007 |
5.97% |
0.26% |
6.07% |
5.36% |
25.54% |
10.97% |
12.76% |
31.21% |
Target 2050 Moderate
|
Target Date |
07/14/2010 |
8.88% |
0.10% |
5.85% |
5.24% |
25.26% |
11.08% |
12.82% |
32.05% |
Target 2030 Aggressive
|
Target Date |
12/21/2007 |
5.99% |
0.15% |
5.74% |
5.11% |
25.25% |
11.35% |
12.76% |
29.27% |
Target 2040 Moderate
|
Target Date |
12/21/2007 |
5.84% |
0.15% |
5.74% |
5.11% |
25.25% |
11.36% |
12.76% |
29.27% |
Target 2035 Aggressive
|
Target Date |
12/21/2007 |
5.89% |
0.04% |
5.56% |
4.93% |
24.92% |
11.01% |
12.67% |
30.85% |
Large-Cap ETF
|
Market Index |
12/10/2001 |
8.66% |
-2.39% |
2.54% |
0.93% |
24.19% |
14.58% |
15.98% |
34.10% |
Moderate
|
Investment Style |
04/05/2000 |
10.02% |
1.08% |
10.80% |
6.72% |
23.75% |
7.01% |
12.09% |
35.25% |
Target 2055 Conservative
|
Target Date |
07/14/2010 |
8.19% |
-0.48% |
4.39% |
3.77% |
23.46% |
11.91% |
12.46% |
26.77% |
Target 2060 Conservative
|
Target Date |
07/14/2010 |
8.19% |
-0.48% |
4.39% |
3.77% |
23.46% |
11.91% |
12.46% |
26.77% |
Australia and New Zealand
|
Geographic |
07/18/2007 |
-3.32% |
-6.20% |
4.70% |
0.56% |
23.36% |
0.46% |
3.73% |
45.32% |
Target 2025 Aggressive
|
Target Date |
12/21/2007 |
5.38% |
0.31% |
5.68% |
4.98% |
23.18% |
10.24% |
11.52% |
27.91% |
Target 2035 Moderate
|
Target Date |
12/21/2007 |
5.49% |
0.31% |
5.68% |
4.98% |
23.18% |
10.25% |
11.52% |
27.91% |
Target 2050 Conservative
|
Target Date |
07/14/2010 |
8.20% |
-0.41% |
4.26% |
3.68% |
22.89% |
11.80% |
12.22% |
26.18% |
Sector ETF
|
Sector/Industry |
12/10/2001 |
8.44% |
0.19% |
5.28% |
4.23% |
22.55% |
11.87% |
12.65% |
35.81% |
Target 2045 Conservative
|
Target Date |
12/21/2007 |
6.01% |
-0.25% |
4.24% |
3.68% |
21.85% |
11.18% |
11.57% |
25.10% |
Japan
|
Geographic |
11/21/2000 |
1.83% |
0.65% |
6.34% |
4.10% |
21.62% |
2.16% |
7.15% |
27.75% |
Target 2030 Moderate
|
Target Date |
12/21/2007 |
5.08% |
0.89% |
6.15% |
5.54% |
21.51% |
9.60% |
10.42% |
26.03% |
Target 2020 Aggressive
|
Target Date |
12/21/2007 |
4.73% |
0.89% |
6.15% |
5.54% |
21.51% |
9.53% |
10.38% |
26.03% |
Value ETF
|
Investment Style |
12/10/2001 |
9.15% |
3.16% |
8.97% |
8.03% |
21.17% |
8.45% |
11.72% |
39.33% |
Target 2025 Moderate
|
Target Date |
12/21/2007 |
5.09% |
0.62% |
5.60% |
4.85% |
21.14% |
9.48% |
10.19% |
24.01% |
Global ETF
|
Geographic |
12/10/2001 |
8.43% |
-1.65% |
3.12% |
1.44% |
20.95% |
8.90% |
12.02% |
31.87% |
Long-term Aggressive
|
Asset Allocation |
08/24/2012 |
10.27% |
-2.21% |
2.59% |
1.90% |
19.14% |
12.53% |
13.31% |
29.71% |
Target 2020 Moderate
|
Target Date |
12/21/2007 |
4.82% |
0.87% |
5.21% |
4.61% |
18.75% |
8.86% |
9.21% |
22.10% |
Large-Cap Value
|
Investment Style |
04/05/2000 |
3.57% |
1.27% |
5.95% |
6.57% |
18.71% |
3.15% |
6.08% |
35.35% |
Target 2040 Conservative
|
Target Date |
12/21/2007 |
5.32% |
0.19% |
4.16% |
3.67% |
18.60% |
9.77% |
9.89% |
23.15% |
Target 2015 Aggressive
|
Target Date |
12/21/2007 |
4.33% |
0.49% |
5.00% |
4.45% |
18.46% |
9.02% |
9.47% |
23.47% |
Target 2010 Aggressive
|
Target Date |
12/21/2007 |
4.37% |
0.35% |
4.10% |
3.64% |
17.96% |
9.02% |
9.22% |
21.23% |
Target 2035 Conservative
|
Target Date |
12/21/2007 |
4.95% |
0.35% |
4.10% |
3.64% |
17.96% |
9.02% |
9.21% |
21.23% |
Price-to-Sales
|
Fundamental |
09/22/2008 |
6.40% |
-0.97% |
1.16% |
2.74% |
17.62% |
6.50% |
10.41% |
34.07% |
Analyst Growth
|
Strategy |
09/07/2000 |
6.47% |
-4.74% |
4.12% |
-0.07% |
17.42% |
7.40% |
13.70% |
37.27% |
Basic Long-term Aggress
|
Asset Allocation |
10/07/2005 |
8.28% |
-1.92% |
2.43% |
1.16% |
16.78% |
10.90% |
11.47% |
31.79% |
Long-term Moderate
|
Asset Allocation |
08/24/2012 |
7.19% |
-0.59% |
4.04% |
3.27% |
16.67% |
9.91% |
10.59% |
24.38% |
Wine Beer and Spirits
|
Sector/Industry |
06/06/2003 |
13.08% |
-2.90% |
-1.91% |
-1.55% |
16.63% |
1.07% |
5.61% |
31.28% |
Target 2030 Conservative
|
Target Date |
12/21/2007 |
4.70% |
0.42% |
3.84% |
3.52% |
16.45% |
8.34% |
8.50% |
19.93% |
Medium-term Aggressive
|
Asset Allocation |
08/24/2012 |
7.15% |
-0.46% |
4.07% |
3.26% |
16.23% |
9.83% |
10.42% |
24.07% |
Target 2015 Moderate
|
Target Date |
12/21/2007 |
4.56% |
0.67% |
4.16% |
3.64% |
16.19% |
8.47% |
8.36% |
19.79% |
Large-Cap Growth
|
Investment Style |
04/05/2000 |
4.65% |
-4.93% |
-0.50% |
-3.89% |
15.68% |
11.68% |
15.41% |
36.53% |
Dogs of the Dow
|
Strategy |
04/05/2000 |
8.38% |
2.16% |
3.50% |
4.72% |
15.61% |
8.77% |
10.53% |
35.73% |
Price-to-Book
|
Fundamental |
09/22/2008 |
4.80% |
4.21% |
7.82% |
8.46% |
15.10% |
4.46% |
9.33% |
39.24% |
Global
|
Geographic |
04/05/2000 |
4.77% |
-4.18% |
-1.87% |
-3.34% |
14.80% |
10.46% |
13.04% |
33.43% |
Financial
|
Sector/Industry |
04/05/2000 |
3.90% |
4.16% |
10.25% |
8.49% |
14.53% |
2.74% |
10.09% |
41.64% |
Target 2010 Moderate
|
Target Date |
12/21/2007 |
4.50% |
0.16% |
3.00% |
2.55% |
14.40% |
8.09% |
7.93% |
17.97% |
Target 2025 Conservative
|
Target Date |
12/21/2007 |
4.56% |
0.17% |
3.09% |
2.79% |
14.37% |
7.65% |
7.76% |
17.44% |
Long-term Conservative
|
Asset Allocation |
08/24/2012 |
6.78% |
-0.73% |
3.25% |
2.42% |
14.28% |
9.54% |
9.78% |
21.49% |
Basic Long-term Mod
|
Asset Allocation |
10/07/2005 |
7.65% |
-1.90% |
1.57% |
0.37% |
13.87% |
9.77% |
9.87% |
25.42% |
Dividend Yield
|
Fundamental |
09/22/2008 |
6.64% |
1.03% |
3.38% |
3.17% |
13.81% |
7.73% |
10.28% |
33.98% |
Basic Med-term Aggress
|
Asset Allocation |
10/07/2005 |
7.66% |
-1.98% |
1.48% |
0.28% |
13.80% |
9.84% |
9.95% |
25.24% |
Medium-term Moderate
|
Asset Allocation |
08/24/2012 |
6.43% |
-0.59% |
3.23% |
2.34% |
13.70% |
9.16% |
9.36% |
20.23% |
Target 2020 Conservative
|
Target Date |
12/21/2007 |
4.22% |
0.19% |
2.80% |
2.57% |
13.67% |
7.56% |
7.55% |
16.80% |
Banks
|
Sector/Industry |
04/05/2000 |
4.49% |
6.61% |
11.33% |
9.51% |
13.63% |
-2.51% |
6.95% |
48.43% |
Top Ten Buys
|
Strategy |
03/11/2001 |
7.19% |
-4.45% |
-1.32% |
-3.31% |
13.30% |
6.54% |
7.87% |
30.99% |
Basic Long-term Conserv
|
Asset Allocation |
10/07/2005 |
7.22% |
-1.90% |
1.18% |
-0.05% |
13.01% |
9.16% |
9.23% |
21.94% |
International
|
Geographic |
04/05/2000 |
3.65% |
-3.30% |
-1.63% |
-3.93% |
12.37% |
4.62% |
8.33% |
31.57% |
Target 2015 Conservative
|
Target Date |
12/21/2007 |
4.17% |
-0.68% |
1.56% |
1.12% |
12.01% |
7.52% |
7.49% |
14.81% |
Analyst Upgrades
|
Strategy |
09/07/2000 |
9.72% |
3.00% |
3.41% |
3.04% |
11.97% |
2.61% |
7.44% |
36.11% |
Large-Cap Blend
|
Investment Style |
10/26/2000 |
6.50% |
-3.96% |
0.54% |
-1.45% |
11.28% |
9.78% |
12.91% |
28.61% |
Basic Med-term Mod
|
Asset Allocation |
10/07/2005 |
6.85% |
-1.96% |
0.51% |
-0.47% |
9.94% |
8.51% |
8.16% |
20.43% |
Medium-term Conservative
|
Asset Allocation |
08/24/2012 |
5.81% |
-1.00% |
1.33% |
0.75% |
9.93% |
8.51% |
8.02% |
16.85% |
Conservative
|
Investment Style |
04/05/2000 |
11.46% |
-7.67% |
-3.83% |
-8.42% |
9.78% |
12.36% |
15.01% |
28.61% |
Folio 30
|
Market Index |
04/05/2000 |
6.95% |
-0.64% |
1.23% |
0.25% |
9.31% |
7.16% |
13.07% |
33.16% |
Military Procurement
|
Strategy |
06/06/2003 |
14.08% |
1.51% |
0.01% |
3.73% |
8.70% |
6.19% |
14.10% |
41.35% |
Short-term Aggressive
|
Asset Allocation |
08/24/2012 |
5.47% |
-1.61% |
0.36% |
-0.42% |
8.51% |
8.23% |
7.64% |
14.26% |
Target 2010 Conservative
|
Target Date |
12/21/2007 |
4.32% |
-1.78% |
0.48% |
-0.73% |
8.17% |
6.29% |
6.39% |
11.45% |
Basic Med-term Conserv
|
Asset Allocation |
10/07/2005 |
6.32% |
-2.05% |
-0.16% |
-1.13% |
8.15% |
7.86% |
7.24% |
15.85% |
Low Volatility
|
Strategy |
02/26/2008 |
5.06% |
-0.24% |
1.17% |
0.22% |
7.95% |
6.83% |
5.66% |
12.99% |
Short-term Moderate
|
Asset Allocation |
08/24/2012 |
4.77% |
-0.73% |
0.66% |
0.24% |
7.83% |
7.40% |
6.50% |
12.22% |
Low Volatility ETF
|
Strategy |
02/26/2008 |
4.74% |
-1.61% |
-0.28% |
-1.18% |
7.58% |
5.86% |
5.52% |
11.75% |
Consumer Staples
|
Sector/Industry |
04/05/2000 |
10.06% |
-1.28% |
-1.09% |
-2.71% |
7.21% |
6.21% |
6.60% |
29.12% |
Basic Short-term Aggress
|
Asset Allocation |
10/07/2005 |
5.70% |
-2.07% |
-0.84% |
-1.67% |
5.57% |
6.97% |
6.06% |
13.01% |
Defensive Strategy
|
Strategy |
02/28/2008 |
11.05% |
-3.68% |
-3.38% |
-3.51% |
4.68% |
11.95% |
10.12% |
28.42% |
Short-term Conservative
|
Asset Allocation |
08/24/2012 |
3.66% |
-0.74% |
-0.27% |
-0.43% |
4.65% |
6.22% |
4.92% |
10.36% |
Basic Short-term Mod
|
Asset Allocation |
10/07/2005 |
5.13% |
-2.06% |
-1.22% |
-2.09% |
4.61% |
6.32% |
5.40% |
10.50% |
High-Yield Bond
|
Bond |
09/07/2000 |
4.27% |
-0.90% |
0.40% |
-0.47% |
4.18% |
5.18% |
6.28% |
16.22% |
Healthcare
|
Sector/Industry |
04/05/2000 |
9.68% |
-4.21% |
-2.28% |
-3.23% |
3.62% |
11.08% |
10.04% |
29.05% |
Aerospace
|
Sector/Industry |
04/05/2000 |
15.42% |
-1.93% |
3.46% |
3.56% |
3.38% |
4.99% |
14.78% |
46.53% |
Basic Short-term Conserv
|
Asset Allocation |
10/07/2005 |
4.70% |
-2.13% |
-1.80% |
-2.55% |
2.48% |
5.80% |
4.50% |
9.00% |
High Income
|
Investment Style |
09/07/2000 |
9.63% |
-0.59% |
-0.45% |
-0.13% |
0.98% |
6.30% |
8.54% |
28.69% |
Municipal Bond
|
Bond |
01/15/2001 |
4.09% |
-1.64% |
-0.90% |
-1.29% |
0.49% |
3.86% |
2.66% |
11.42% |
Consumer Staples 5
|
Sector/Industry |
03/11/2001 |
7.23% |
-3.57% |
-7.65% |
-9.13% |
-0.16% |
5.07% |
4.92% |
32.24% |
Energy
|
Sector/Industry |
04/05/2000 |
5.70% |
6.82% |
7.94% |
10.97% |
-0.23% |
-4.67% |
1.67% |
51.63% |
Corporate Bond
|
Bond |
09/07/2000 |
4.44% |
-3.08% |
-3.50% |
-4.40% |
-0.33% |
6.09% |
5.09% |
13.72% |
Bond ETF
|
Bond |
07/31/2002 |
4.41% |
-2.65% |
-2.99% |
-3.72% |
-1.03% |
4.67% |
3.32% |
7.07% |
Government Bond
|
Bond |
09/07/2000 |
3.40% |
-1.78% |
-2.33% |
-2.77% |
-1.31% |
2.81% |
1.58% |
7.70% |
Retail REIT
|
Sector/Industry |
11/09/2000 |
10.18% |
10.98% |
16.61% |
20.91% |
-1.89% |
2.03% |
-1.90% |
71.91% |
Industrial-Office REIT
|
Sector/Industry |
11/09/2000 |
8.31% |
1.30% |
2.63% |
3.27% |
-2.53% |
9.65% |
8.64% |
46.46% |
Telecomms
|
Sector/Industry |
04/05/2000 |
-1.52% |
-3.49% |
0.99% |
0.71% |
-3.01% |
-4.42% |
0.96% |
35.20% |
Residential REIT
|
Sector/Industry |
11/09/2000 |
13.48% |
2.53% |
4.76% |
4.66% |
-3.22% |
15.45% |
12.84% |
48.39% |
Global Bond
|
Bond |
09/07/2000 |
6.27% |
-4.20% |
-4.35% |
-5.61% |
-3.24% |
2.49% |
3.46% |
16.84% |
REITs
|
Sector/Industry |
04/05/2000 |
10.48% |
-1.16% |
1.06% |
0.91% |
-4.04% |
10.35% |
7.14% |
44.82% |
Latin America
|
Geographic |
04/05/2000 |
8.46% |
-2.77% |
-5.05% |
-7.57% |
-7.19% |
-10.80% |
7.12% |
44.73% |
Utility 5
|
Sector/Industry |
03/11/2001 |
6.98% |
-7.49% |
-4.51% |
-6.30% |
-11.28% |
9.12% |
6.99% |
39.28% |
Utility
|
Sector/Industry |
04/05/2000 |
7.39% |
-5.35% |
-5.07% |
-5.70% |
-13.60% |
4.03% |
4.66% |
38.67% |
Bear Market 1X
|
Strategy |
02/21/2008 |
-11.11% |
1.20% |
-5.71% |
-3.80% |
-27.66% |
-12.09% |
-12.73% |
28.93% |
Bear Market 1.5X
|
Strategy |
02/21/2008 |
-19.79% |
3.08% |
-7.37% |
-4.13% |
-42.30% |
-22.15% |
-22.40% |
45.57% |
Bear Market 2X
|
Strategy |
02/21/2008 |
-30.46% |
4.45% |
-11.67% |
-6.81% |
-61.03% |
-35.07% |
-34.67% |
71.74% |