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: August 21, 2019 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 22.66% 5.45% 17.88% 14.67% 4.68%
Folio 50 04/05/2000 16.96% 4.67% 12.62% 11.51% 4.12%
Large-Cap ETF 12/10/2001 18.17% 4.13% 12.60% 10.17% 7.80%
Folio 30 04/05/2000 11.93% 2.60% 14.31% 11.34% 6.95%
Small-Cap ETF 12/10/2001 17.05% -4.67% 9.72% 7.61% 9.14%

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