Last Updated: April 11, 2019

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
IPO Candy Strategy 07/28/2010 7.03% -0.40% 9.53% 14.56% 29.44% 21.06% 9.11% 17.91%
Residential REIT Sector/Industry 11/09/2000 14.21% 2.87% 11.09% 17.09% 27.47% 16.16% 17.46% 14.47%
REITs Sector/Industry 04/05/2000 11.36% 3.31% 13.48% 17.05% 24.62% 8.66% 11.21% 14.15%
Mid-Cap Growth Investment Style 04/05/2000 8.56% 5.38% 15.85% 24.26% 21.36% 19.64% 12.87% 20.75%
Biotechnology Sector/Industry 04/05/2000 10.98% 1.57% 11.43% 26.37% 20.73% 15.01% 14.90% 25.82%
Zacks Momentum Anomaly Strategy 10/31/2011 21.15% 5.97% 21.54% 29.62% 19.89% 19.75% 14.90% 28.45%
Internet Sector/Industry 04/05/2000 2.39% 3.05% 17.51% 24.85% 19.64% 26.42% 14.70% 25.55%
Industrial-Office REIT Sector/Industry 11/09/2000 8.96% 3.56% 14.63% 21.39% 18.69% 11.07% 9.76% 15.44%
Utility 5 Sector/Industry 03/11/2001 7.74% 0.64% 10.04% 11.11% 18.56% 8.35% 6.56% 14.32%
Dogs of the Dow Strategy 04/05/2000 8.73% 2.14% 10.28% 13.30% 16.66% 12.88% 11.18% 13.72%
Folio 100 Market Index 04/05/2000 4.65% 5.84% 15.71% 20.02% 16.59% 20.08% 17.89% 21.24%
Internet 5 Sector/Industry 03/11/2001 15.63% 5.57% 17.90% 26.99% 16.36% 25.93% 19.92% 27.63%
High Income Investment Style 09/07/2000 10.55% 3.00% 8.11% 14.41% 15.44% 12.56% 8.38% 11.59%
Healthcare Sector/Industry 04/05/2000 9.73% -0.29% 4.51% 5.46% 14.86% 9.98% 9.46% 15.36%
Retail REIT Sector/Industry 11/09/2000 11.88% 4.46% 10.25% 18.05% 14.85% -1.67% 4.17% 18.36%
Utility Sector/Industry 04/05/2000 8.64% -0.12% 8.25% 9.59% 14.32% 8.45% 9.10% 12.57%
Growth ETF Investment Style 12/10/2001 9.25% 4.79% 15.17% 21.37% 13.79% 16.07% 11.91% 17.76%
Conservative Investment Style 04/05/2000 11.31% 2.45% 9.00% 12.84% 13.70% 17.75% 14.89% 13.79%
Folio 50 Market Index 04/05/2000 4.09% 3.62% 11.46% 14.64% 13.66% 15.26% 13.30% 16.46%
Defensive Strategy Strategy 02/28/2008 11.04% 3.21% 10.19% 13.58% 13.04% 8.10% 10.61% 11.26%
Large-Cap ETF Market Index 12/10/2001 7.85% 3.90% 11.89% 15.91% 11.49% 14.74% 11.99% 15.28%
BetterInvesting Top 100 Strategy 08/04/2009 14.31% 3.91% 10.19% 15.05% 11.47% 13.56% 11.94% 14.91%
Technology Sector/Industry 04/05/2000 2.15% 5.76% 14.10% 19.69% 11.31% 18.36% 13.08% 19.23%
Global Geographic 04/05/2000 4.21% 3.82% 12.39% 15.45% 10.77% 13.41% 10.25% 15.64%
Multi-Sector Sector/Industry 04/05/2000 5.74% 3.04% 8.99% 12.88% 10.48% 15.01% 9.47% 15.49%
Basic Long-term Aggress Asset Allocation 10/07/2005 8.02% 3.51% 11.13% 15.37% 9.67% 10.86% 8.81% 11.66%
Sector ETF Sector/Industry 12/10/2001 7.88% 3.46% 10.97% 15.67% 9.49% 11.30% 9.62% 13.53%
Long-term Aggressive Asset Allocation 08/24/2012 9.06% 4.36% 12.18% 16.09% 9.43% 11.94% 9.50% 12.31%
Large-Cap Blend Investment Style 10/26/2000 6.02% 3.62% 11.53% 16.14% 9.15% 13.15% 10.47% 13.72%
Transport Sector/Industry 04/05/2000 9.09% 4.52% 13.61% 19.20% 8.89% 13.91% 9.60% 18.73%
Folio 30 Market Index 04/05/2000 7.00% 1.82% 7.69% 10.11% 8.59% 16.24% 12.54% 13.85%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.42% 3.03% 9.20% 12.41% 8.46% 9.01% 7.54% 9.15%
Basic Long-term Mod Asset Allocation 10/07/2005 7.43% 3.06% 9.28% 12.55% 8.38% 8.93% 7.47% 9.14%
Small-Cap ETF Market Index 12/10/2001 9.47% 3.09% 11.82% 19.49% 8.22% 14.62% 9.55% 16.39%
Large-Cap Growth Investment Style 04/05/2000 3.55% 5.54% 14.78% 20.20% 8.20% 15.39% 11.79% 18.41%
Top Ten Buys Strategy 03/11/2001 6.70% 3.80% 13.35% 16.76% 8.16% 5.00% 3.74% 16.80%
Mid-Cap Blend Investment Style 10/26/2000 9.05% 3.41% 8.38% 14.26% 8.11% 11.06% 9.76% 17.47%
Consumer Staples 5 Sector/Industry 03/11/2001 7.59% 3.35% 14.17% 16.62% 7.73% 3.80% 6.09% 14.63%
Analyst Upgrades Strategy 09/07/2000 10.64% 2.53% 9.30% 16.18% 7.53% 13.32% 8.07% 14.25%
Basic Med-term Mod Asset Allocation 10/07/2005 6.68% 2.62% 7.71% 10.16% 7.52% 7.15% 6.26% 6.96%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.94% 2.80% 8.12% 10.89% 7.12% 8.09% 6.68% 7.96%
Dividend Yield Fundamental 09/22/2008 6.81% 2.95% 9.25% 12.84% 6.81% 11.52% 6.99% 12.86%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.12% 2.27% 6.30% 8.07% 6.65% 5.97% 5.44% 5.29%
Basic Materials Sector/Industry 04/05/2000 9.12% 3.68% 11.27% 15.44% 6.61% 15.85% 5.90% 16.75%
Long-term Conservative Asset Allocation 08/24/2012 5.70% 3.40% 8.94% 12.07% 6.61% 8.56% 5.86% 8.59%
Medium-term Aggressive Asset Allocation 08/24/2012 6.02% 3.66% 9.58% 13.15% 6.40% 9.24% 6.08% 9.67%
Medium-term Moderate Asset Allocation 08/24/2012 5.31% 3.26% 8.42% 11.31% 6.35% 8.13% 5.42% 7.98%
Long-term Moderate Asset Allocation 08/24/2012 6.05% 3.75% 9.80% 13.50% 6.34% 9.42% 6.20% 9.91%
Medium-term Conservative Asset Allocation 08/24/2012 4.83% 2.95% 7.33% 9.54% 6.30% 6.57% 5.07% 6.21%
Aggressive Investment Style 04/05/2000 6.46% 5.33% 13.31% 19.33% 6.28% 16.95% 11.46% 18.25%
MarketGlide 2050 Strategy 08/12/2009 10.45% 3.50% 10.38% 14.74% 6.24% 12.00% 8.42% 12.51%
High-Yield Bond Bond 09/07/2000 4.38% 2.11% 4.95% 8.45% 6.21% 7.21% 3.64% 4.33%
MarketGlide 2045 Strategy 08/12/2009 10.33% 3.45% 10.20% 14.47% 6.21% 11.80% 8.27% 12.16%
Price-to-Sales Fundamental 09/22/2008 6.49% 2.89% 6.84% 12.28% 6.14% 12.01% 6.95% 15.00%
MarketGlide 2040 Strategy 08/12/2009 10.07% 3.35% 9.88% 14.00% 6.07% 11.35% 7.97% 11.58%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.54% 1.98% 5.32% 6.60% 6.04% 4.76% 4.60% 4.00%
Target 2050 Conservative Target Date 07/14/2010 7.13% 3.64% 9.05% 13.02% 5.95% 10.38% 6.77% 10.63%
Short-term Aggressive Asset Allocation 08/24/2012 4.47% 2.71% 6.62% 8.41% 5.92% 6.08% 4.85% 5.33%
MarketGlide 2035 Strategy 08/12/2009 9.72% 3.22% 9.41% 13.29% 5.88% 10.70% 7.59% 10.70%
Small-Cap Value Investment Style 04/05/2000 10.07% 1.64% 6.86% 14.41% 5.85% 19.85% 10.13% 16.37%
Target 2060 Conservative Target Date 07/14/2010 7.11% 3.71% 9.24% 13.31% 5.82% 10.60% 6.83% 10.91%
Target 2055 Conservative Target Date 07/14/2010 7.11% 3.71% 9.24% 13.31% 5.81% 10.60% 6.83% 10.91%
MarketGlide 2030 Strategy 08/12/2009 9.20% 3.03% 8.74% 12.26% 5.70% 9.77% 7.02% 9.51%
MarketGlide 2025 Strategy 08/12/2009 8.56% 2.81% 7.98% 11.08% 5.61% 8.77% 6.42% 8.12%
Target 2045 Conservative Target Date 12/21/2007 4.91% 3.46% 8.55% 12.35% 5.49% 9.82% 6.35% 10.14%
Value ETF Investment Style 12/10/2001 9.03% 2.90% 9.86% 15.27% 5.42% 12.16% 9.31% 13.51%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 4.91% 2.47% 6.48% 8.48% 5.41% 6.00% 4.39% 5.88%
MarketGlide 2020 Strategy 08/12/2009 7.78% 2.57% 7.17% 9.86% 5.36% 7.67% 5.72% 6.87%
Mid-Cap Value Investment Style 04/05/2000 9.89% 4.92% 13.15% 23.20% 5.33% 11.56% 7.41% 15.73%
VizMetrics Permanent Plus Strategy 5.90% 2.36% 5.71% 7.05% 5.26% 6.08% - 6.83%
Short-term Moderate Asset Allocation 08/24/2012 3.86% 2.34% 5.32% 6.71% 5.11% 4.91% 4.10% 4.56%
Aerospace Sector/Industry 04/05/2000 16.24% 1.03% 9.51% 14.81% 5.09% 21.04% 15.01% 18.19%
MarketGlide 2015 Strategy 08/12/2009 7.02% 2.35% 6.51% 8.87% 5.09% 6.78% 5.15% 5.91%
Corporate Bond Bond 09/07/2000 4.32% 2.12% 4.81% 5.45% 5.02% 3.23% 3.20% 3.07%
MarketGlide 2010 Strategy 08/12/2009 6.43% 2.23% 6.07% 8.22% 4.93% 6.22% 4.77% 5.34%
Target 2050 Aggressive Target Date 07/14/2010 7.61% 3.68% 10.05% 15.56% 4.91% 11.97% 6.95% 13.31%
Target 2055 Aggressive Target Date 07/14/2010 7.62% 3.69% 10.05% 15.56% 4.91% 11.97% 6.97% 13.31%
Target 2060 Aggressive Target Date 07/14/2010 7.62% 3.69% 10.05% 15.56% 4.91% 11.97% 6.97% 13.31%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.54% 1.50% 3.51% 3.99% 4.85% 2.96% 3.33% 2.46%
Target 2030 Aggressive Target Date 12/21/2007 4.88% 3.74% 9.49% 14.24% 4.84% 11.22% 7.17% 12.00%
Target 2040 Moderate Target Date 12/21/2007 4.66% 3.74% 9.49% 14.24% 4.84% 11.22% 6.71% 12.00%
Target 2040 Conservative Target Date 12/21/2007 4.43% 3.05% 7.55% 10.98% 4.83% 8.34% 5.31% 8.81%
Target 2050 Moderate Target Date 07/14/2010 8.10% 3.66% 9.78% 14.98% 4.83% 11.55% 7.48% 12.71%
Basic Short-term Mod Asset Allocation 10/07/2005 4.92% 1.72% 4.23% 5.08% 4.80% 3.94% 3.83% 3.07%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 4.01% 2.01% 5.19% 6.69% 4.80% 4.66% 3.66% 4.43%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.17% 1.51% 3.84% 4.77% 4.68% 3.38% 2.79% 2.65%
Target 2035 Aggressive Target Date 12/21/2007 4.80% 3.59% 9.45% 14.46% 4.58% 11.32% 7.15% 12.37%
Low Volatility Strategy 02/26/2008 4.64% 2.17% 5.15% 6.88% 4.54% 3.65% 3.36% 4.29%
Target 2045 Aggressive Target Date 12/21/2007 4.95% 3.67% 9.80% 15.08% 4.48% 11.70% 6.91% 12.98%
Target 2055 Moderate Target Date 07/14/2010 7.74% 3.67% 9.80% 15.08% 4.47% 11.70% 7.10% 12.98%
Target 2060 Moderate Target Date 07/14/2010 7.58% 3.67% 9.80% 15.08% 4.47% 11.70% 7.10% 12.98%
Target 2040 Aggressive Target Date 12/21/2007 4.82% 3.63% 9.55% 14.71% 4.42% 11.47% 6.96% 12.54%
Target 2045 Moderate Target Date 12/21/2007 4.90% 3.63% 9.55% 14.71% 4.42% 11.47% 7.05% 12.54%
Short-term Conservative Asset Allocation 08/24/2012 2.89% 1.95% 4.14% 5.07% 4.38% 3.32% 3.24% 3.55%
Municipal Bond Bond 01/15/2001 4.23% 0.87% 2.15% 2.32% 4.34% 1.87% 2.93% 1.80%
Consumer Staples Sector/Industry 04/05/2000 10.33% 5.13% 11.19% 14.78% 4.25% 5.34% 8.26% 12.38%
Bond ETF Bond 07/31/2002 4.44% 1.32% 2.72% 3.16% 4.23% 2.05% 2.79% 2.73%
Target 2015 Aggressive Target Date 12/21/2007 3.44% 2.98% 7.50% 11.08% 4.13% 8.23% 4.90% 8.92%
Target 2025 Aggressive Target Date 12/21/2007 4.37% 3.38% 8.63% 13.17% 4.09% 10.14% 6.29% 11.26%
Target 2035 Moderate Target Date 12/21/2007 4.46% 3.38% 8.62% 13.17% 4.06% 10.15% 6.28% 11.26%
CWM Global Market Strategy 07/28/2014 4.45% 2.29% 6.40% 8.64% 4.01% 6.73% - 6.72%
Target 2035 Conservative Target Date 12/21/2007 4.13% 2.81% 6.74% 9.86% 3.99% 7.74% 4.86% 8.17%
Target 2010 Aggressive Target Date 12/21/2007 3.45% 2.80% 6.74% 9.85% 3.96% 7.70% 4.83% 8.17%
Target 2015 Moderate Target Date 12/21/2007 3.77% 2.67% 6.24% 9.15% 3.89% 6.79% 3.79% 7.21%
Target 2010 Moderate Target Date 12/21/2007 3.76% 2.47% 5.75% 8.25% 3.82% 6.40% 3.65% 6.52%
Government Bond Bond 09/07/2000 4.16% 1.12% 1.84% 1.83% 3.74% 0.82% 2.31% 3.54%
Target 2030 Moderate Target Date 12/21/2007 4.18% 3.30% 8.22% 12.34% 3.72% 9.06% 5.47% 10.15%
Target 2020 Aggressive Target Date 12/21/2007 3.78% 3.30% 8.22% 12.33% 3.72% 9.04% 5.47% 10.15%
Target 2015 Conservative Target Date 12/21/2007 3.47% 2.22% 5.19% 7.15% 3.70% 6.19% 3.37% 5.83%
Target 2030 Conservative Target Date 12/21/2007 3.96% 2.64% 6.28% 9.16% 3.61% 7.17% 4.31% 7.65%
Target 2025 Moderate Target Date 12/21/2007 4.13% 3.13% 7.60% 11.37% 3.50% 8.71% 5.25% 9.53%
FFCM ETF Absolute Return Strategy 02/08/2013 2.38% 1.15% 4.13% 5.08% 3.46% 3.75% 2.43% 5.05%
Target 2020 Moderate Target Date 12/21/2007 3.98% 2.88% 6.90% 10.31% 3.45% 7.77% 4.70% 8.47%
Target 2020 Conservative Target Date 12/21/2007 3.54% 2.36% 5.44% 7.75% 3.40% 6.25% 3.44% 6.42%
Target 2010 Conservative Target Date 12/21/2007 3.87% 1.67% 4.31% 5.84% 3.38% 5.48% 3.32% 4.61%
Target 2025 Conservative Target Date 12/21/2007 3.90% 2.40% 5.63% 8.08% 3.35% 6.50% 3.69% 6.72%
Low Volatility ETF Strategy 02/26/2008 4.43% 1.43% 3.79% 5.55% 3.24% 3.97% 3.49% 4.75%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 5.01% 1.93% 6.16% 8.41% 3.20% 5.45% 4.27% 5.63%
MyPlanIQ SAA Growth Investment Style 08/12/2010 5.77% 2.17% 7.05% 9.78% 2.95% 6.19% 4.61% 7.21%
Global ETF Geographic 12/10/2001 8.00% 3.49% 9.74% 13.96% 2.56% 11.55% 6.75% 13.66%
Analyst Selections Strategy 09/07/2000 3.50% 4.25% 9.74% 14.77% 2.50% 12.30% 10.67% 15.80%
Small-Cap Growth Investment Style 04/05/2000 6.15% 0.44% 11.67% 22.09% 1.99% 16.49% 7.57% 19.63%
Price-to-Book Fundamental 09/22/2008 4.98% 2.35% 8.22% 13.36% 1.73% 12.12% 5.62% 14.15%
Analyst Growth Strategy 09/07/2000 6.31% 6.49% 9.21% 19.27% 1.67% 16.79% 12.23% 22.23%
European Oil and Gas Geographic 11/18/2008 5.92% 4.60% 8.74% 13.43% 1.21% 16.26% 2.89% 18.75%
Moderate Investment Style 04/05/2000 9.92% 3.34% 7.18% 14.70% 1.19% 12.78% 8.68% 16.12%
Global Bond Bond 09/07/2000 6.79% 1.35% 3.71% 4.94% 0.92% 3.12% 2.75% 4.83%
BRIC Geographic 09/15/2008 4.40% 1.51% 10.25% 18.72% 0.49% 16.45% 5.76% 22.36%
Energy Sector/Industry 04/05/2000 7.82% 4.94% 7.45% 16.90% -0.46% 9.69% -0.87% 19.39%
Small-Cap Blend Investment Style 10/26/2000 11.05% 1.65% 5.91% 13.56% -0.81% 15.10% 9.11% 17.41%
Military Procurement Strategy 06/06/2003 14.69% 1.45% 9.74% 15.17% -1.40% 15.63% 14.85% 16.88%
International Geographic 04/05/2000 3.38% 2.51% 8.37% 11.77% -2.01% 7.44% 5.47% 13.60%
Emerging Markets 50 Geographic 09/15/2008 3.96% 2.44% 8.58% 14.80% -2.26% 13.60% 5.00% 19.61%
Large-Cap Value Investment Style 04/05/2000 3.38% 3.49% 8.40% 14.68% -2.43% 4.71% 6.41% 14.90%
Personal Finance Growth Strategy 08/08/2011 8.52% 2.92% 11.49% 16.59% -2.75% 7.53% 5.14% 17.58%
Europe 100 Geographic 11/17/2008 7.08% 2.53% 9.09% 11.97% -3.25% 7.09% 1.13% 13.59%
Financial Sector/Industry 04/05/2000 3.62% 1.02% 6.52% 10.92% -3.55% 12.52% 5.69% 14.19%
International 100 Geographic 11/19/2008 7.70% 2.41% 7.67% 11.81% -3.61% 8.82% 2.14% 14.13%
Foreign Small Cap Geographic 09/15/2008 10.47% -3.30% 5.07% 16.09% -3.89% 18.90% 11.60% 21.68%
Developed Markets 100 Geographic 09/15/2008 3.28% 2.33% 7.51% 10.98% -4.14% 7.60% 1.49% 13.45%
China Select Geographic 09/28/2008 8.89% 2.77% 15.37% 23.52% -5.16% 12.58% 8.35% 26.02%
Bear Market 1X Strategy 02/21/2008 -10.21% -2.35% -7.39% -11.06% -5.21% -10.35% -8.89% 10.56%
Zacks Analyst Anomaly Strategy 10/31/2011 10.41% 6.39% 18.80% 28.96% -5.46% 6.82% 1.21% 25.82%
Precious Metals Sector/Industry 06/25/2009 0.09% 2.16% 1.98% 3.11% -5.62% -1.53% -5.49% 12.97%
Construction Sector/Industry 04/05/2000 8.88% 5.56% 13.61% 22.30% -5.80% 9.01% 8.43% 17.64%
Telecomms Sector/Industry 04/05/2000 -1.05% 0.83% 0.53% 6.83% -5.89% 3.75% 2.21% 13.80%
Euroland Geographic 11/18/2008 5.45% 3.65% 8.52% 12.60% -7.40% 6.74% 0.12% 16.39%
Asia Geographic 04/05/2000 2.84% 2.30% 7.37% 12.16% -7.80% 7.26% 6.32% 15.08%
Wine Beer and Spirits Sector/Industry 06/06/2003 14.18% 1.59% 8.03% 13.22% -7.98% 6.75% 5.23% 13.40%
Banks Sector/Industry 04/05/2000 5.12% 0.17% 5.29% 11.98% -8.21% 11.94% 3.63% 15.53%
Africa Geographic 04/05/2000 8.83% 3.97% 7.32% 13.21% -9.33% 5.92% -1.04% 21.40%
Western Pacific Rim Geographic 08/06/2009 9.67% 1.69% 8.96% 13.63% -9.92% 9.65% 3.99% 15.59%
Tiny Titans 101 Strategy 10/19/2010 3.52% 1.93% 5.60% 18.93% -10.99% 10.41% 8.61% 21.05%
Bear Market 1.5X Strategy 02/21/2008 -18.20% -4.34% -12.70% -17.98% -11.37% -17.98% -15.88% 18.28%
Zacks Value Anomaly Strategy 10/31/2011 8.00% 4.11% 4.34% 17.12% -11.37% 7.48% -1.20% 21.16%
Latin America Geographic 04/05/2000 10.71% -0.39% -1.93% 6.94% -11.38% 18.36% 8.08% 23.82%
International Telecom 35 Geographic 11/17/2008 4.43% -0.68% -2.57% 1.10% -11.96% -0.92% -0.75% 13.86%
Japan Geographic 11/21/2000 1.09% 0.59% -0.91% 4.17% -12.94% 5.89% 5.60% 14.20%
Australia and New Zealand Geographic 07/18/2007 -5.01% -2.66% 7.82% 15.87% -13.13% -0.01% -5.82% 18.36%
Zacks Small Cap Anomaly Strategy 10/31/2011 2.83% 0.90% 11.43% 18.27% -15.45% 1.05% -6.87% 24.08%
Bear Market 2X Strategy 02/21/2008 -27.90% -6.58% -19.17% -26.94% -18.71% -27.81% -24.51% 31.84%
Zacks Multi-Anomaly Strategy 10/31/2011 -4.47% 0.14% -4.00% 3.53% -27.45% -11.13% -15.44% 22.20%

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