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Last Updated: February 21, 2020

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Folio 100 Market Index 04/05/2000 5.66% 2.72% 14.28% 8.54% 36.63% 22.02% 17.50% 15.80%
Internet 5 Sector/Industry 03/11/2001 15.82% 0.59% 14.44% 7.23% 29.77% 23.25% 22.04% 19.06%
VizMetrics Permanent Plus Strategy 9.40% 4.58% 10.16% 8.24% 26.93% 13.46% 9.01% 6.91%
Defensive Strategy Strategy 02/28/2008 12.07% 0.89% 7.78% 3.88% 26.39% 13.40% 11.62% 9.13%
Utility 5 Sector/Industry 03/11/2001 8.53% 6.36% 14.34% 10.82% 25.93% 15.08% 10.91% 11.24%
Residential REIT Sector/Industry 11/09/2000 14.69% 3.71% 7.88% 6.92% 25.69% 16.73% 16.64% 12.03%
Multi-Sector Sector/Industry 04/05/2000 6.53% 2.44% 10.48% 5.89% 25.45% 16.60% 11.70% 11.71%
Construction Sector/Industry 04/05/2000 9.43% 1.35% 7.06% 4.18% 25.37% 8.19% 10.89% 13.91%
Folio 50 Market Index 04/05/2000 4.79% 0.42% 8.83% 3.70% 24.60% 15.20% 13.48% 12.58%
Large-Cap Growth Investment Style 04/05/2000 4.30% 0.22% 8.53% 3.76% 24.31% 17.78% 11.50% 12.17%
Growth ETF Investment Style 12/10/2001 9.77% 1.73% 10.52% 6.12% 23.91% 16.10% 11.55% 13.57%
REITs Sector/Industry 04/05/2000 11.78% 4.55% 9.45% 8.02% 23.89% 13.35% 10.16% 12.01%
Technology Sector/Industry 04/05/2000 2.81% 1.63% 11.35% 6.95% 23.88% 18.19% 13.41% 15.27%
Industrial-Office REIT Sector/Industry 11/09/2000 9.50% 3.73% 9.01% 6.86% 23.44% 10.48% 10.34% 12.86%
Internet Sector/Industry 04/05/2000 3.08% 1.50% 16.53% 11.76% 23.14% 21.30% 14.07% 19.43%
Large-Cap ETF Market Index 12/10/2001 8.44% 0.99% 8.50% 4.17% 23.03% 14.68% 11.86% 11.88%
Biotechnology Sector/Industry 04/05/2000 11.17% 0.21% 7.19% -0.05% 21.98% 15.83% 8.40% 20.53%
BetterInvesting Top 100 Strategy 08/04/2009 14.74% 1.32% 7.39% 4.05% 21.19% 13.45% 11.44% 12.18%
Large-Cap Blend Investment Style 10/26/2000 6.59% 2.14% 8.66% 4.58% 20.83% 12.83% 10.93% 11.80%
Global Geographic 04/05/2000 4.78% 0.36% 7.47% 2.96% 20.55% 14.75% 10.38% 11.68%
Precious Metals Sector/Industry 06/25/2009 1.79% 2.12% 8.93% 4.32% 19.90% 3.22% 1.62% 14.91%
Long-term Aggressive Asset Allocation 08/24/2012 9.86% 1.20% 7.25% 3.83% 19.80% 12.13% 9.02% 9.44%
Consumer Staples 5 Sector/Industry 03/11/2001 7.95% 0.28% 5.99% 2.00% 19.78% 7.24% 6.60% 11.86%
Military Procurement Strategy 06/06/2003 15.21% -0.15% 6.30% 5.36% 18.81% 13.37% 13.63% 14.75%
Utility Sector/Industry 04/05/2000 9.10% 2.89% 10.85% 6.47% 18.68% 11.47% 9.42% 9.88%
Aggressive Investment Style 04/05/2000 6.85% -1.63% 4.25% 1.09% 18.17% 14.03% 11.60% 14.48%
Healthcare Sector/Industry 04/05/2000 10.26% -0.41% 5.40% 1.73% 18.10% 14.44% 7.80% 12.40%
Conservative Investment Style 04/05/2000 11.60% 2.74% 10.42% 5.82% 18.07% 18.22% 14.51% 9.45%
MarketGlide 2050 Strategy 08/12/2009 10.86% 0.31% 6.93% 2.72% 17.63% 11.34% 8.78% 10.00%
MarketGlide 2045 Strategy 08/12/2009 10.74% 0.33% 6.84% 2.70% 17.44% 11.20% 8.66% 9.71%
Consumer Staples Sector/Industry 04/05/2000 10.47% -0.17% 5.97% 1.13% 17.29% 7.21% 7.73% 10.38%
Aerospace Sector/Industry 04/05/2000 16.58% 1.18% 4.54% 5.87% 17.24% 18.11% 14.77% 14.29%
MarketGlide 2040 Strategy 08/12/2009 10.48% 0.36% 6.66% 2.66% 17.05% 10.85% 8.38% 9.24%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.42% 0.82% 6.33% 3.11% 16.84% 10.60% 8.30% 9.44%
Sector ETF Sector/Industry 12/10/2001 8.21% 0.58% 6.61% 2.53% 16.72% 9.93% 8.98% 10.80%
MarketGlide 2035 Strategy 08/12/2009 10.12% 0.41% 6.40% 2.62% 16.50% 10.40% 7.99% 8.50%
MarketGlide 2030 Strategy 08/12/2009 9.60% 0.50% 6.06% 2.57% 15.84% 9.79% 7.48% 7.51%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 5.74% 1.35% 6.02% 3.32% 15.72% 8.56% 5.94% 4.49%
Mid-Cap Blend Investment Style 10/26/2000 9.42% -0.71% 5.16% 1.28% 15.69% 8.86% 8.01% 13.51%
High Income Investment Style 09/07/2000 10.70% -1.07% 6.05% 0.58% 15.51% 9.57% 9.80% 9.92%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.80% 0.97% 5.55% 2.99% 15.50% 9.40% 7.35% 7.32%
MyPlanIQ SAA Growth Investment Style 08/12/2010 6.58% 1.23% 6.05% 2.75% 15.42% 8.17% 5.99% 5.83%
Target 2055 Conservative Target Date 07/14/2010 7.66% 0.53% 5.49% 2.12% 15.41% 9.48% 7.73% 8.73%
Target 2060 Conservative Target Date 07/14/2010 7.66% 0.53% 5.49% 2.12% 15.41% 9.48% 7.73% 8.73%
Corporate Bond Bond 09/07/2000 4.74% 1.83% 3.88% 3.02% 15.28% 6.62% 4.70% 3.90%
Target 2050 Conservative Target Date 07/14/2010 7.68% 0.60% 5.43% 2.18% 15.28% 9.38% 7.66% 8.50%
Basic Long-term Mod Asset Allocation 10/07/2005 7.79% 0.94% 5.46% 2.93% 15.26% 9.25% 7.22% 7.33%
MarketGlide 2025 Strategy 08/12/2009 8.97% 0.62% 5.63% 2.55% 15.15% 9.21% 6.95% 6.36%
Long-term Moderate Asset Allocation 08/24/2012 6.71% 0.58% 5.09% 2.31% 14.82% 9.04% 6.47% 7.63%
Folio 30 Market Index 04/05/2000 7.33% -0.41% 4.23% 0.96% 14.66% 13.56% 11.97% 10.74%
Global ETF Geographic 12/10/2001 8.20% -1.05% 4.79% 0.49% 14.62% 10.14% 7.27% 11.31%
Basic Long-term Conserv Asset Allocation 10/07/2005 7.30% 0.87% 4.93% 2.67% 14.46% 8.63% 6.70% 6.36%
Medium-term Aggressive Asset Allocation 08/24/2012 6.65% 0.57% 4.96% 2.27% 14.45% 8.85% 6.35% 7.44%
Africa Geographic 04/05/2000 9.08% -0.37% 4.82% -1.64% 14.42% 6.65% 2.88% 17.98%
Long-term Conservative Asset Allocation 08/24/2012 6.39% 0.83% 4.88% 2.54% 14.38% 8.67% 6.23% 6.59%
Target 2045 Conservative Target Date 12/21/2007 5.43% 0.55% 5.08% 2.00% 14.35% 8.84% 7.20% 8.10%
MarketGlide 2020 Strategy 08/12/2009 8.19% 0.72% 5.21% 2.47% 14.29% 8.46% 6.33% 5.34%
Short-term Aggressive Asset Allocation 08/24/2012 5.36% 1.33% 4.28% 2.86% 14.28% 7.76% 5.58% 4.30%
Medium-term Conservative Asset Allocation 08/24/2012 5.65% 1.18% 4.34% 2.69% 14.14% 7.80% 5.64% 4.88%
Basic Med-term Mod Asset Allocation 10/07/2005 7.03% 1.09% 4.76% 2.83% 14.09% 8.18% 6.27% 5.56%
Dividend Yield Fundamental 09/22/2008 7.19% -1.87% 2.85% -0.95% 13.97% 9.68% 7.71% 10.65%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 4.81% 1.39% 5.23% 3.06% 13.95% 7.39% 5.14% 3.45%
Medium-term Moderate Asset Allocation 08/24/2012 5.97% 0.66% 4.47% 2.23% 13.64% 8.23% 5.93% 6.14%
MarketGlide 2015 Strategy 08/12/2009 7.44% 0.79% 4.82% 2.39% 13.48% 7.83% 5.81% 4.59%
Target 2030 Aggressive Target Date 12/21/2007 5.31% -0.15% 5.04% 1.02% 13.40% 8.75% 7.11% 9.85%
Target 2040 Moderate Target Date 12/21/2007 5.11% -0.15% 5.04% 1.02% 13.40% 8.75% 7.11% 9.85%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.47% 1.21% 4.26% 2.77% 13.28% 7.42% 5.70% 4.21%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 5.68% 0.93% 4.86% 2.14% 13.23% 7.11% 5.41% 4.58%
CWM Global Market Strategy 07/28/2014 5.58% 0.66% 4.37% 2.01% 13.10% 7.88% 5.83% 5.25%
Target 2035 Aggressive Target Date 12/21/2007 5.23% -0.32% 4.84% 0.77% 13.00% 8.54% 7.09% 10.26%
Target 2050 Moderate Target Date 07/14/2010 8.35% -0.39% 4.94% 0.71% 13.00% 8.59% 7.15% 10.57%
MarketGlide 2010 Strategy 08/12/2009 6.86% 0.84% 4.55% 2.34% 12.99% 7.45% 5.51% 4.15%
Basic Materials Sector/Industry 04/05/2000 9.19% -0.45% 4.31% -0.63% 12.94% 10.18% 8.24% 14.39%
International Geographic 04/05/2000 3.78% -2.00% 5.91% -0.60% 12.70% 9.41% 5.71% 11.81%
Analyst Growth Strategy 09/07/2000 6.39% -0.22% 8.06% 2.75% 12.63% 14.04% 9.64% 16.36%
Target 2040 Aggressive Target Date 12/21/2007 5.22% -0.49% 4.70% 0.54% 12.59% 8.41% 6.97% 10.43%
Target 2045 Moderate Target Date 12/21/2007 5.29% -0.49% 4.70% 0.54% 12.59% 8.41% 6.96% 10.43%
Target 2040 Conservative Target Date 12/21/2007 4.89% 0.48% 4.30% 1.70% 12.56% 7.60% 6.18% 7.06%
Target 2045 Aggressive Target Date 12/21/2007 5.32% -0.62% 4.79% 0.41% 12.52% 8.44% 7.04% 10.85%
Target 2055 Moderate Target Date 07/14/2010 7.97% -0.62% 4.79% 0.41% 12.52% 8.44% 7.03% 10.85%
Target 2060 Moderate Target Date 07/14/2010 7.82% -0.62% 4.79% 0.41% 12.52% 8.44% 7.03% 10.85%
Target 2050 Aggressive Target Date 07/14/2010 7.83% -0.65% 5.07% 0.36% 12.45% 8.46% 7.08% 11.20%
Target 2055 Aggressive Target Date 07/14/2010 7.84% -0.65% 5.07% 0.36% 12.45% 8.47% 7.08% 11.20%
Target 2060 Aggressive Target Date 07/14/2010 7.84% -0.65% 5.07% 0.36% 12.45% 8.47% 7.08% 11.20%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.88% 1.31% 3.76% 2.69% 12.41% 6.65% 5.01% 3.35%
Personal Finance Growth Strategy 08/08/2011 8.72% -1.20% 3.75% -0.80% 12.38% 3.95% 4.71% 16.55%
Short-term Moderate Asset Allocation 08/24/2012 4.65% 1.29% 3.47% 2.52% 12.29% 6.56% 4.75% 3.73%
Mid-Cap Growth Investment Style 04/05/2000 8.62% -0.04% 9.51% 3.82% 12.23% 17.46% 11.28% 14.25%
Foreign Small Cap Geographic 09/15/2008 10.77% -4.13% 13.14% -0.38% 12.19% 13.91% 14.33% 21.21%
Target 2025 Aggressive Target Date 12/21/2007 4.76% -0.20% 4.44% 0.83% 11.97% 7.88% 6.32% 9.12%
Target 2035 Moderate Target Date 12/21/2007 4.84% -0.20% 4.44% 0.83% 11.97% 7.89% 6.33% 9.12%
Top Ten Buys Strategy 03/11/2001 6.97% 0.25% 8.06% 1.56% 11.66% 5.77% 3.19% 12.01%
Basic Short-term Mod Asset Allocation 10/07/2005 5.27% 1.24% 3.23% 2.42% 11.62% 6.04% 4.49% 2.78%
Target 2035 Conservative Target Date 12/21/2007 4.54% 0.32% 3.78% 1.36% 11.33% 7.00% 5.66% 6.55%
Target 2010 Aggressive Target Date 12/21/2007 3.90% 0.32% 3.78% 1.36% 11.32% 6.95% 5.63% 6.55%
Small-Cap ETF Market Index 12/10/2001 9.52% 0.10% 6.32% 1.98% 11.22% 9.45% 8.62% 14.10%
Target 2015 Conservative Target Date 12/21/2007 3.94% 0.65% 3.58% 1.76% 11.22% 6.63% 5.19% 4.55%
Short-term Conservative Asset Allocation 08/24/2012 3.69% 1.46% 2.90% 2.46% 11.11% 5.47% 3.87% 3.42%
Financial Sector/Industry 04/05/2000 3.97% -0.12% 3.35% -0.71% 11.10% 5.44% 5.99% 12.61%
Target 2025 Moderate Target Date 12/21/2007 4.49% -0.09% 3.83% 0.89% 11.08% 7.14% 5.65% 7.66%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.88% 1.47% 2.97% 2.56% 11.06% 5.44% 4.04% 2.72%
Target 2015 Aggressive Target Date 12/21/2007 3.85% 0.17% 3.89% 1.15% 10.99% 6.98% 5.55% 7.19%
Target 2010 Moderate Target Date 12/21/2007 4.17% 0.44% 3.43% 1.44% 10.97% 6.39% 5.13% 5.18%
Global Bond Bond 09/07/2000 6.95% 1.33% 4.07% 1.47% 10.95% 5.53% 4.72% 4.37%
Target 2030 Moderate Target Date 12/21/2007 4.51% -0.22% 3.87% 0.71% 10.95% 7.11% 5.63% 8.25%
Target 2020 Aggressive Target Date 12/21/2007 4.14% -0.22% 3.87% 0.70% 10.95% 7.08% 5.62% 8.25%
Price-to-Book Fundamental 09/22/2008 5.32% -2.45% 1.82% -2.07% 10.91% 6.84% 6.18% 12.40%
Value ETF Investment Style 12/10/2001 9.10% -0.66% 4.26% 0.24% 10.88% 7.55% 8.09% 12.18%
Bond ETF Bond 07/31/2002 4.72% 1.88% 3.04% 2.86% 10.85% 4.93% 3.65% 3.46%
Government Bond Bond 09/07/2000 4.44% 2.34% 2.75% 3.53% 10.83% 4.58% 3.12% 4.73%
Price-to-Sales Fundamental 09/22/2008 6.75% -1.98% 0.31% -1.69% 10.67% 9.18% 6.82% 12.04%
Low Volatility Strategy 02/26/2008 4.99% 0.52% 3.48% 1.32% 10.65% 4.66% 4.04% 3.80%
Target 2010 Conservative Target Date 12/21/2007 4.31% 0.73% 3.40% 1.91% 10.60% 6.42% 4.78% 3.50%
Target 2015 Moderate Target Date 12/21/2007 4.15% 0.32% 3.32% 1.24% 10.59% 6.27% 5.04% 5.79%
Target 2030 Conservative Target Date 12/21/2007 4.32% 0.30% 3.50% 1.23% 10.55% 6.54% 5.20% 6.11%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.74% 0.97% 3.39% 2.04% 10.34% 5.50% 3.86% 2.12%
Target 2020 Moderate Target Date 12/21/2007 4.32% 0.04% 3.42% 0.89% 10.33% 6.54% 5.19% 6.83%
Target 2020 Conservative Target Date 12/21/2007 3.93% 0.41% 3.26% 1.33% 10.27% 6.18% 4.86% 5.08%
Target 2025 Conservative Target Date 12/21/2007 4.24% 0.34% 3.28% 1.23% 10.06% 6.18% 4.88% 5.36%
Euroland Geographic 11/18/2008 5.51% -1.20% 2.10% -1.45% 9.69% 4.92% 2.07% 13.73%
FFCM ETF Absolute Return Strategy 02/08/2013 3.26% 0.98% 3.28% 2.75% 9.56% 5.59% 3.85% 3.40%
Low Volatility ETF Strategy 02/26/2008 4.75% 0.23% 2.72% 1.30% 8.95% 4.97% 3.90% 3.86%
High-Yield Bond Bond 09/07/2000 4.50% 0.55% 3.31% 0.84% 8.77% 5.20% 4.57% 3.62%
IPO Candy Strategy 07/28/2010 7.06% 4.38% 15.19% 14.58% 8.74% 19.35% 7.52% 12.13%
China Select Geographic 09/28/2008 8.36% -3.13% 11.54% 1.87% 8.64% 9.15% 6.55% 22.61%
Large-Cap Value Investment Style 04/05/2000 3.55% -2.62% 0.52% -2.68% 8.57% 2.59% 3.51% 12.75%
Municipal Bond Bond 01/15/2001 4.38% 1.08% 2.53% 2.12% 8.05% 4.48% 3.32% 1.75%
International 100 Geographic 11/19/2008 7.55% -3.31% 2.21% -3.05% 7.98% 6.24% 2.92% 12.03%
Analyst Selections Strategy 09/07/2000 3.58% -3.07% 4.12% -0.94% 7.88% 9.68% 7.65% 13.24%
Transport Sector/Industry 04/05/2000 8.93% -1.04% 2.89% 0.96% 7.78% 7.27% 5.74% 16.66%
Developed Markets 100 Geographic 09/15/2008 3.48% -2.93% 1.29% -2.78% 7.70% 5.60% 2.22% 10.91%
Europe 100 Geographic 11/17/2008 6.93% -2.43% 2.21% -2.39% 7.69% 5.99% 2.05% 11.36%
Emerging Markets 50 Geographic 09/15/2008 4.02% -4.60% 4.43% -4.28% 7.47% 7.64% 5.63% 17.89%
Japan Geographic 11/21/2000 1.49% -4.74% -3.59% -4.55% 7.08% 4.01% 4.16% 11.04%
Moderate Investment Style 04/05/2000 9.90% -2.26% 6.33% 0.59% 6.99% 4.77% 6.77% 16.87%
Dogs of the Dow Strategy 04/05/2000 8.44% -4.27% -2.57% -5.12% 5.72% 6.25% 9.34% 12.48%
Australia and New Zealand Geographic 07/18/2007 -4.38% -0.01% -4.77% 3.47% 5.59% -2.33% -3.59% 17.31%
Retail REIT Sector/Industry 11/09/2000 11.48% -1.14% -0.52% 0.30% 5.53% -0.89% 0.65% 15.08%
BRIC Geographic 09/15/2008 4.18% -4.24% 6.16% -3.31% 5.38% 8.57% 6.23% 18.62%
Small-Cap Blend Investment Style 10/26/2000 10.91% -3.84% 3.77% -2.40% 4.68% 7.27% 9.10% 17.40%
Banks Sector/Industry 04/05/2000 5.14% -2.70% -1.51% -6.40% 4.57% 2.45% 3.87% 14.67%
Mid-Cap Value Investment Style 04/05/2000 9.52% -5.65% -0.33% -6.06% 4.38% 5.68% 4.49% 15.62%
Asia Geographic 04/05/2000 2.86% -4.68% 2.33% -2.88% 3.74% 4.28% 3.13% 11.98%
Zacks Momentum Anomaly Strategy 10/31/2011 17.99% -12.13% -11.47% -14.62% 3.71% 8.41% 9.04% 21.14%
Zacks Analyst Anomaly Strategy 10/31/2011 9.02% 2.88% 3.05% 1.58% 3.10% 0.77% -1.52% 21.32%
Small-Cap Growth Investment Style 04/05/2000 5.97% 0.76% 6.50% -0.01% 1.93% 9.13% 6.81% 18.53%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.42% -2.60% 0.56% -1.71% 1.23% 3.88% 4.71% 13.62%
Analyst Upgrades Strategy 09/07/2000 9.99% -1.78% 2.62% -0.86% 0.54% 5.82% 4.77% 12.57%
Telecomms Sector/Industry 04/05/2000 -0.97% -1.78% 2.17% 0.30% -0.06% 1.43% 0.45% 13.34%
Zacks Small Cap Anomaly Strategy 10/31/2011 2.70% -1.37% 13.20% 3.96% -0.51% -4.30% -3.84% 23.90%
Energy Sector/Industry 04/05/2000 7.08% -5.77% -3.05% -7.75% -4.25% 0.27% -0.56% 16.51%
Western Pacific Rim Geographic 08/06/2009 8.05% -3.84% 0.62% 0.11% -5.12% -0.09% 1.64% 15.07%
Latin America Geographic 04/05/2000 10.06% -6.70% 3.07% -8.04% -6.28% 4.44% 7.72% 20.11%
International Telecom 35 Geographic 11/17/2008 3.66% -2.88% 0.39% -1.20% -6.61% -2.54% -3.26% 11.89%
Bear Market 1X Strategy 02/21/2008 -10.06% -0.07% -4.86% -1.52% -8.83% -7.28% -7.65% 10.66%
Small-Cap Value Investment Style 04/05/2000 9.23% -10.32% -2.36% -10.11% -9.18% 4.54% 6.18% 16.59%
Zacks Value Anomaly Strategy 10/31/2011 5.60% -3.16% 0.00% -4.78% -13.05% -3.52% -3.40% 21.15%
Tiny Titans 101 Strategy 10/19/2010 2.06% -4.51% 2.00% -5.95% -13.45% -3.09% 2.68% 17.46%
European Oil and Gas Geographic 11/18/2008 3.69% -10.82% -11.75% -12.15% -14.05% 3.64% 1.63% 15.74%
Bear Market 1.5X Strategy 02/21/2008 -18.15% -0.90% -9.09% -3.94% -18.69% -14.83% -14.52% 16.51%
Bear Market 2X Strategy 02/21/2008 -27.82% -1.35% -13.82% -6.01% -28.12% -23.36% -22.77% 25.72%
Zacks Multi-Anomaly Strategy 10/31/2011 -7.95% -9.75% -14.20% -15.87% -34.65% -15.41% -21.48% 29.22%

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