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Last Updated: March 4, 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 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%

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