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: June 14, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Folio 50 04/05/2000 14.78% 6.67% 14.21% 11.89% 4.06%
Large-Cap ETF 12/10/2001 16.35% 5.62% 14.13% 10.55% 7.79%
Folio 30 04/05/2000 11.77% 5.42% 16.34% 11.73% 7.02%
Folio 100 04/05/2000 17.66% 2.99% 19.53% 15.31% 4.50%
Small-Cap ETF 12/10/2001 16.67% -2.41% 12.09% 7.81% 9.22%

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