Last Updated: June 14, 2019

Name
Category
Inception Date
Since Incep.
1 Mo
3 Mo
YTD
1 Yr
3 Yr
5 Yr
Volatility (1 Yr)
Residential REIT Sector/Industry 11/09/2000 14.34% 3.69% 6.66% 22.41% 25.62% 16.42% 16.98% 14.56%
Utility 5 Sector/Industry 03/11/2001 7.88% 4.15% 3.94% 15.39% 23.86% 8.70% 6.45% 14.44%
REITs Sector/Industry 04/05/2000 11.44% 4.00% 5.48% 20.85% 22.68% 9.40% 10.62% 14.60%
Consumer Staples 5 Sector/Industry 03/11/2001 7.66% 1.86% 5.83% 19.41% 17.61% 4.50% 5.68% 13.92%
Utility Sector/Industry 04/05/2000 8.63% 2.75% 0.55% 11.11% 16.85% 7.60% 8.89% 12.51%
Defensive Strategy Strategy 02/28/2008 11.19% 3.72% 6.15% 17.50% 15.70% 8.98% 10.52% 11.30%
Dogs of the Dow Strategy 04/05/2000 8.74% 2.96% 2.63% 15.09% 15.09% 11.73% 10.29% 13.86%
Aerospace Sector/Industry 04/05/2000 16.53% 3.54% 9.64% 23.80% 11.64% 21.91% 15.18% 18.34%
Consumer Staples Sector/Industry 04/05/2000 10.39% 0.81% 7.94% 18.14% 11.14% 5.87% 7.51% 12.46%
IPO Candy Strategy 07/28/2010 7.07% -0.36% -0.26% 16.39% 10.87% 23.11% 9.19% 17.67%
Industrial-Office REIT Sector/Industry 11/09/2000 8.95% 2.46% 3.76% 22.96% 10.82% 8.83% 8.56% 15.87%
Healthcare Sector/Industry 04/05/2000 9.64% 4.48% -1.90% 5.50% 9.61% 9.61% 7.84% 15.82%
Global Bond Bond 09/07/2000 6.85% 2.65% 3.49% 7.43% 8.83% 3.56% 2.79% 4.48%
Corporate Bond Bond 09/07/2000 4.42% 2.16% 4.74% 8.16% 8.80% 3.56% 3.53% 2.99%
High Income Investment Style 09/07/2000 10.43% 0.95% 2.61% 14.19% 8.62% 10.75% 7.27% 10.99%
VizMetrics Permanent Plus Strategy 6.55% 3.74% 5.97% 11.15% 7.77% 6.67% - 6.64%
Bond ETF Bond 07/31/2002 4.55% 1.98% 3.86% 5.82% 7.52% 2.51% 3.09% 2.58%
Government Bond Bond 09/07/2000 4.29% 2.24% 4.22% 4.99% 7.32% 1.51% 2.78% 3.47%
Basic Short-term Conserv Asset Allocation 10/07/2005 4.64% 1.73% 3.61% 6.23% 7.11% 3.31% 3.49% 2.37%
Basic Short-term Aggress Asset Allocation 10/07/2005 5.60% 1.80% 3.51% 8.48% 6.90% 4.98% 4.47% 4.03%
Folio 50 Market Index 04/05/2000 4.06% 1.56% 2.79% 14.78% 6.67% 14.21% 11.89% 16.70%
Large-Cap Blend Investment Style 10/26/2000 6.05% 3.07% 5.42% 18.09% 6.62% 13.30% 9.38% 13.95%
Basic Med-term Conserv Asset Allocation 10/07/2005 6.15% 1.80% 3.45% 9.69% 6.57% 6.04% 5.13% 5.38%
Basic Med-term Mod Asset Allocation 10/07/2005 6.69% 1.86% 3.38% 11.51% 6.50% 7.15% 5.73% 7.09%
Latin America Geographic 04/05/2000 10.37% 4.32% -5.41% 2.57% 6.46% 15.48% 6.14% 24.86%
Conservative Investment Style 04/05/2000 11.34% 1.47% 4.60% 15.50% 6.43% 17.33% 14.88% 14.79%
Basic Short-term Mod Asset Allocation 10/07/2005 5.00% 1.70% 3.45% 7.03% 6.37% 4.22% 3.82% 3.07%
Low Volatility Strategy 02/26/2008 4.74% 2.22% 3.78% 8.88% 6.13% 3.90% 3.30% 4.43%
Basic Med-term Aggress Asset Allocation 10/07/2005 7.39% 1.86% 3.26% 13.35% 5.99% 8.78% 6.74% 9.32%
Basic Long-term Mod Asset Allocation 10/07/2005 7.39% 1.86% 3.27% 13.47% 5.93% 8.69% 6.66% 9.32%
Municipal Bond Bond 01/15/2001 4.30% 0.69% 2.84% 4.37% 5.84% 2.06% 3.18% 1.69%
High-Yield Bond Bond 09/07/2000 4.36% 1.11% 2.09% 8.84% 5.78% 6.37% 3.32% 4.57%
Basic Long-term Aggress Asset Allocation 10/07/2005 7.95% 1.93% 3.13% 15.87% 5.76% 10.48% 7.69% 11.88%
Short-term Aggressive Asset Allocation 08/24/2012 4.53% 1.64% 3.56% 9.70% 5.66% 5.62% 4.47% 5.28%
Large-Cap ETF Market Index 12/10/2001 7.79% 2.08% 3.33% 16.35% 5.62% 14.13% 10.55% 15.36%
Folio 30 Market Index 04/05/2000 7.02% 2.31% 2.67% 11.77% 5.42% 16.34% 11.73% 13.62%
Basic Long-term Conserv Asset Allocation 10/07/2005 6.92% 1.76% 3.21% 11.90% 5.39% 7.91% 6.01% 8.13%
Short-term Conservative Asset Allocation 08/24/2012 3.07% 1.54% 3.43% 6.81% 5.32% 3.15% 3.14% 3.41%
Multi-Sector Sector/Industry 04/05/2000 5.72% 2.39% 3.31% 13.61% 5.22% 14.21% 8.48% 15.20%
Medium-term Conservative Asset Allocation 08/24/2012 4.83% 1.51% 3.32% 10.44% 5.17% 5.88% 4.50% 6.18%
MyPlanIQ SAA Very Cons Investment Style 08/12/2010 3.23% 1.11% 2.25% 5.85% 5.15% 3.56% 2.80% 2.61%
Long-term Aggressive Asset Allocation 08/24/2012 8.73% 1.69% 2.97% 15.47% 5.12% 11.08% 8.02% 12.32%
BetterInvesting Top 100 Strategy 08/04/2009 14.02% 1.76% 3.03% 14.91% 5.03% 12.80% 10.73% 15.64%
Short-term Moderate Asset Allocation 08/24/2012 3.96% 1.44% 3.31% 8.07% 4.83% 4.49% 3.79% 4.48%
Foreign Small Cap Geographic 09/15/2008 10.28% 5.61% -2.88% 16.02% 4.81% 20.54% 10.92% 23.64%
MyPlanIQ SAA Conservative Investment Style 08/12/2010 4.03% 1.34% 2.48% 7.64% 4.72% 4.77% 3.50% 4.40%
Sector ETF Sector/Industry 12/10/2001 7.79% 1.81% 2.57% 15.54% 4.56% 10.18% 8.30% 13.67%
Internet Sector/Industry 04/05/2000 2.50% 1.85% 5.56% 28.03% 4.52% 25.36% 14.15% 26.70%
MyPlanIQ SAA Balanced Investment Style 08/12/2010 4.87% 1.36% 2.52% 9.07% 4.35% 6.05% 4.05% 5.89%
Growth ETF Investment Style 12/10/2001 9.15% 1.92% 3.71% 21.17% 4.31% 15.06% 10.38% 18.15%
FFCM ETF Absolute Return Strategy 02/08/2013 2.64% 1.74% 2.96% 7.22% 4.30% 4.09% 2.71% 5.21%
Low Volatility ETF Strategy 02/26/2008 4.45% 1.64% 2.05% 6.57% 4.01% 4.11% 3.12% 4.84%
Zacks Momentum Anomaly Strategy 10/31/2011 19.17% -5.34% -4.03% 18.18% 4.01% 15.49% 10.22% 19.12%
MyPlanIQ SAA Moderate Investment Style 08/12/2010 4.99% 1.61% 2.26% 9.17% 3.95% 5.41% 3.85% 5.69%
Dividend Yield Fundamental 09/22/2008 6.57% 1.04% 0.80% 11.52% 3.91% 10.51% 5.45% 12.98%
Global Geographic 04/05/2000 4.10% 1.17% 1.56% 13.95% 3.87% 12.86% 8.80% 16.35%
MarketGlide 2010 Strategy 08/12/2009 6.39% 1.37% 2.56% 9.02% 3.85% 6.08% 4.29% 5.44%
MyPlanIQ SAA Growth Investment Style 08/12/2010 5.73% 1.86% 2.38% 10.48% 3.83% 6.07% 4.00% 7.25%
CWM Global Market Strategy 07/28/2014 4.45% 1.57% 2.60% 9.45% 3.75% 6.69% - 6.82%
Long-term Conservative Asset Allocation 08/24/2012 5.53% 1.28% 2.64% 11.95% 3.72% 7.37% 4.91% 8.59%
Medium-term Moderate Asset Allocation 08/24/2012 5.15% 1.15% 2.57% 11.22% 3.68% 6.97% 4.54% 8.00%
MarketGlide 2015 Strategy 08/12/2009 6.95% 1.36% 2.51% 9.51% 3.56% 6.58% 4.56% 6.03%
Mid-Cap Growth Investment Style 04/05/2000 8.38% 0.37% 2.53% 22.09% 3.44% 18.21% 11.15% 20.40%
MarketGlide 2020 Strategy 08/12/2009 7.67% 1.36% 2.46% 10.27% 3.21% 7.38% 4.99% 7.00%
Folio 100 Market Index 04/05/2000 4.50% 0.69% 2.62% 17.66% 2.99% 19.53% 15.31% 21.92%
Biotechnology Sector/Industry 04/05/2000 10.56% 1.18% -7.07% 19.73% 2.96% 12.13% 11.53% 27.14%
Long-term Moderate Asset Allocation 08/24/2012 5.79% 1.23% 2.39% 12.78% 2.92% 7.98% 5.00% 9.92%
Medium-term Aggressive Asset Allocation 08/24/2012 5.77% 1.15% 2.35% 12.48% 2.91% 7.81% 4.92% 9.69%
Retail REIT Sector/Industry 11/09/2000 11.58% -2.21% 0.29% 14.65% 2.84% -3.25% 2.61% 18.21%
MarketGlide 2025 Strategy 08/12/2009 8.42% 1.36% 2.40% 11.23% 2.76% 8.37% 5.53% 8.28%
Target 2010 Conservative Target Date 12/21/2007 3.88% 1.07% 2.14% 6.58% 2.73% 5.01% 2.88% 4.66%
MarketGlide 2030 Strategy 08/12/2009 9.01% 1.32% 2.24% 12.06% 2.09% 9.23% 5.97% 9.70%
Military Procurement Strategy 06/06/2003 14.84% 3.62% 5.60% 20.49% 2.06% 14.87% 14.45% 17.16%
Bear Market 1X Strategy 02/21/2008 -9.90% -0.16% -0.07% -9.34% 2.04% -9.04% -7.62% 10.54%
Price-to-Sales Fundamental 09/22/2008 6.33% 1.34% 1.34% 11.74% 2.02% 11.56% 5.59% 14.68%
MarketGlide 2035 Strategy 08/12/2009 9.49% 1.30% 2.17% 12.83% 1.67% 10.06% 6.41% 10.91%
Target 2015 Conservative Target Date 12/21/2007 3.42% 0.59% 2.00% 7.23% 1.56% 5.42% 2.79% 5.88%
MarketGlide 2040 Strategy 08/12/2009 9.82% 1.29% 2.11% 13.37% 1.42% 10.64% 6.72% 11.81%
MarketGlide 2045 Strategy 08/12/2009 10.06% 1.29% 2.09% 13.73% 1.28% 11.06% 6.96% 12.40%
MarketGlide 2050 Strategy 08/12/2009 10.17% 1.29% 2.08% 13.94% 1.18% 11.24% 7.08% 12.76%
Target 2010 Moderate Target Date 12/21/2007 3.68% 0.42% 1.96% 8.07% 0.95% 5.32% 2.94% 6.60%
Target 2020 Conservative Target Date 12/21/2007 3.45% 0.34% 1.65% 7.38% 0.48% 5.18% 2.70% 6.49%
Target 2015 Moderate Target Date 12/21/2007 3.67% 0.30% 1.80% 8.64% 0.27% 5.38% 2.96% 7.30%
Target 2040 Conservative Target Date 12/21/2007 4.29% 0.33% 1.76% 10.09% 0.23% 6.84% 4.17% 8.93%
Aggressive Investment Style 04/05/2000 6.31% 0.52% 2.60% 17.32% 0.17% 14.49% 9.63% 17.78%
Target 2025 Conservative Target Date 12/21/2007 3.79% 0.28% 1.48% 7.49% 0.15% 5.34% 2.86% 6.81%
Target 2050 Conservative Target Date 07/14/2010 6.84% 0.17% 1.82% 11.63% 0.03% 8.67% 5.39% 10.79%
Target 2045 Conservative Target Date 12/21/2007 4.73% 0.19% 1.73% 11.05% -0.10% 8.16% 5.02% 10.29%
Large-Cap Growth Investment Style 04/05/2000 3.68% 3.35% 7.43% 23.73% -0.11% 16.51% 10.51% 19.59%
Target 2055 Conservative Target Date 07/14/2010 6.80% 0.16% 1.75% 11.76% -0.11% 8.84% 5.40% 11.07%
Target 2060 Conservative Target Date 07/14/2010 6.80% 0.16% 1.75% 11.76% -0.11% 8.84% 5.40% 11.07%
Value ETF Investment Style 12/10/2001 8.85% 0.82% 0.97% 13.73% -0.12% 10.40% 7.69% 13.85%
Target 2035 Conservative Target Date 12/21/2007 4.00% 0.22% 1.57% 9.00% -0.22% 6.29% 3.79% 8.29%
Target 2030 Conservative Target Date 12/21/2007 3.83% 0.25% 1.45% 8.33% -0.23% 5.79% 3.32% 7.75%
Target 2010 Aggressive Target Date 12/21/2007 3.33% 0.22% 1.57% 8.99% -0.25% 6.25% 3.76% 8.29%
Basic Materials Sector/Industry 04/05/2000 8.95% 3.73% 1.99% 13.63% -0.33% 13.92% 5.04% 17.40%
Technology Sector/Industry 04/05/2000 1.87% -2.76% -0.51% 13.92% -0.42% 16.49% 10.79% 19.63%
Global ETF Geographic 12/10/2001 7.84% 1.24% 1.30% 12.40% -0.46% 11.22% 5.24% 13.89%
Mid-Cap Blend Investment Style 10/26/2000 8.87% -1.00% 2.19% 12.53% -0.63% 10.40% 7.62% 16.08%
Target 2015 Aggressive Target Date 12/21/2007 3.27% 0.14% 1.18% 9.69% -0.68% 6.47% 3.63% 9.06%
Top Ten Buys Strategy 03/11/2001 6.48% -0.50% 0.32% 13.64% -0.77% 3.58% 1.87% 19.67%
Target 2050 Aggressive Target Date 07/14/2010 7.10% -0.03% 0.07% 12.23% -0.96% 9.76% 5.10% 13.52%
Target 2055 Aggressive Target Date 07/14/2010 7.11% -0.03% 0.07% 12.23% -0.96% 9.76% 5.10% 13.52%
Target 2060 Aggressive Target Date 07/14/2010 7.11% -0.03% 0.07% 12.23% -0.96% 9.76% 5.10% 13.52%
Target 2050 Moderate Target Date 07/14/2010 7.63% 0.08% 0.52% 12.15% -1.05% 9.42% 5.63% 12.92%
Internet 5 Sector/Industry 03/11/2001 15.31% -0.82% 2.39% 23.80% -1.06% 24.04% 18.32% 27.95%
Target 2035 Aggressive Target Date 12/21/2007 4.51% 0.13% 0.64% 11.82% -1.07% 9.24% 5.37% 12.58%
Target 2020 Moderate Target Date 12/21/2007 3.82% 0.06% 1.24% 9.05% -1.09% 5.97% 3.52% 8.60%
Target 2030 Aggressive Target Date 12/21/2007 4.59% -0.07% 0.74% 11.61% -1.22% 9.02% 5.40% 12.19%
Target 2040 Moderate Target Date 12/21/2007 4.37% -0.07% 0.74% 11.61% -1.22% 9.02% 4.94% 12.19%
Target 2035 Moderate Target Date 12/21/2007 4.21% 0.15% 0.72% 10.89% -1.32% 8.10% 4.62% 11.43%
Target 2025 Aggressive Target Date 12/21/2007 4.11% 0.15% 0.72% 10.89% -1.38% 8.09% 4.60% 11.43%
Target 2040 Aggressive Target Date 12/21/2007 4.52% 0.00% 0.46% 11.85% -1.44% 9.22% 5.15% 12.76%
Target 2045 Moderate Target Date 12/21/2007 4.59% 0.00% 0.46% 11.85% -1.44% 9.22% 5.25% 12.76%
Bear Market 1.5X Strategy 02/21/2008 -17.81% -1.19% -1.83% -16.46% -1.45% -16.56% -14.06% 18.34%
Target 2025 Moderate Target Date 12/21/2007 3.93% 0.01% 1.06% 9.67% -1.48% 6.78% 3.89% 9.68%
Target 2045 Aggressive Target Date 12/21/2007 4.62% -0.04% 0.26% 11.94% -1.49% 9.51% 5.06% 13.21%
Target 2055 Moderate Target Date 07/14/2010 7.25% -0.04% 0.26% 11.94% -1.49% 9.51% 5.23% 13.21%
Target 2060 Moderate Target Date 07/14/2010 7.09% -0.04% 0.26% 11.94% -1.49% 9.51% 5.23% 13.21%
Telecomms Sector/Industry 04/05/2000 -1.25% 0.47% -4.12% 2.41% -1.60% 3.63% -0.40% 14.18%
Target 2030 Moderate Target Date 12/21/2007 3.94% -0.08% 0.81% 10.21% -1.69% 6.97% 3.94% 10.31%
Target 2020 Aggressive Target Date 12/21/2007 3.55% -0.08% 0.81% 10.21% -1.72% 6.95% 3.95% 10.31%
Analyst Upgrades Strategy 09/07/2000 10.22% -1.22% -4.05% 10.26% -2.28% 11.08% 5.47% 15.25%
Small-Cap ETF Market Index 12/10/2001 9.22% 0.07% 0.18% 16.67% -2.41% 12.09% 7.81% 17.07%
Financial Sector/Industry 04/05/2000 3.56% 0.62% -0.67% 10.46% -2.46% 12.22% 4.48% 14.21%
Analyst Selections Strategy 09/07/2000 3.41% 0.36% 1.98% 13.48% -2.53% 12.03% 8.48% 16.11%
Mid-Cap Value Investment Style 04/05/2000 9.55% -1.76% -0.82% 17.88% -2.71% 9.65% 4.93% 17.13%
Transport Sector/Industry 04/05/2000 8.82% -0.38% 0.91% 15.34% -2.98% 13.21% 6.87% 18.87%
Price-to-Book Fundamental 09/22/2008 4.59% -0.08% -2.02% 9.80% -3.03% 10.44% 3.71% 14.30%
Europe 100 Geographic 11/17/2008 6.85% 0.87% -0.46% 10.79% -3.63% 7.66% -0.18% 13.75%
Developed Markets 100 Geographic 09/15/2008 3.13% 1.00% -0.22% 9.89% -4.35% 7.91% 0.19% 13.57%
Bear Market 2X Strategy 02/21/2008 -27.37% -1.94% -3.09% -25.04% -4.39% -25.85% -22.03% 32.59%
Africa Geographic 04/05/2000 8.64% 2.95% 2.79% 11.19% -4.77% 5.23% -1.91% 21.05%
Small-Cap Value Investment Style 04/05/2000 9.87% -2.46% -0.08% 12.32% -5.09% 14.44% 8.40% 16.86%
International 100 Geographic 11/19/2008 7.28% -0.03% -1.74% 8.72% -5.16% 8.56% 0.51% 14.20%
Banks Sector/Industry 04/05/2000 4.94% -0.08% -3.68% 9.25% -5.81% 10.46% 2.01% 15.65%
International Geographic 04/05/2000 3.28% 2.08% 0.54% 10.30% -5.83% 7.89% 4.06% 13.40%
Construction Sector/Industry 04/05/2000 8.69% 1.60% 4.74% 20.09% -6.90% 7.66% 7.38% 19.37%
Personal Finance Growth Strategy 08/08/2011 8.03% 1.64% 0.37% 14.18% -7.23% 6.12% 3.17% 18.17%
Precious Metals Sector/Industry 06/25/2009 -0.15% -0.77% -0.27% 0.69% -7.33% -3.48% -5.50% 13.13%
Large-Cap Value Investment Style 04/05/2000 3.08% -1.13% -2.21% 8.74% -7.52% 3.45% 3.74% 15.12%
European Oil and Gas Geographic 11/18/2008 5.31% -0.52% -3.56% 7.82% -7.68% 13.50% -0.14% 19.44%
Moderate Investment Style 04/05/2000 9.49% -1.43% -3.23% 8.22% -8.12% 9.60% 6.24% 15.68%
Emerging Markets 50 Geographic 09/15/2008 3.05% -3.19% -6.93% 4.91% -8.31% 11.50% 2.28% 19.72%
Wine Beer and Spirits Sector/Industry 06/06/2003 13.80% -4.13% -1.02% 9.78% -8.40% 4.86% 4.35% 13.59%
BRIC Geographic 09/15/2008 3.49% -1.99% -7.45% 8.83% -8.51% 14.69% 2.92% 22.67%
Euroland Geographic 11/18/2008 5.12% 0.36% -0.48% 9.88% -8.69% 7.13% -1.45% 16.42%
International Telecom 35 Geographic 11/17/2008 3.65% 0.31% -8.64% -6.13% -9.60% -2.02% -3.39% 14.18%
Japan Geographic 11/21/2000 0.99% 1.25% -1.00% 2.39% -11.02% 4.39% 3.32% 14.76%
Asia Geographic 04/05/2000 2.57% 0.54% -3.15% 6.44% -11.32% 6.51% 3.71% 15.51%
Analyst Growth Strategy 09/07/2000 6.00% -3.81% 0.24% 14.02% -11.49% 14.89% 9.46% 21.81%
Australia and New Zealand Geographic 07/18/2007 -5.26% -1.17% -6.07% 11.34% -11.76% -2.18% -6.84% 18.32%
Small-Cap Blend Investment Style 10/26/2000 10.60% -3.01% -2.79% 7.34% -11.99% 11.45% 7.31% 17.09%
Energy Sector/Industry 04/05/2000 7.39% -1.81% -3.44% 9.61% -12.36% 4.75% -4.31% 19.80%
Small-Cap Growth Investment Style 04/05/2000 5.73% -4.69% -2.06% 14.39% -13.06% 12.97% 4.89% 21.89%
Zacks Analyst Anomaly Strategy 10/31/2011 9.34% -4.95% 0.51% 21.80% -14.11% 7.09% 0.01% 23.16%
Western Pacific Rim Geographic 08/06/2009 8.04% -7.48% -11.44% -0.99% -20.93% 4.83% 0.92% 16.55%
China Select Geographic 09/28/2008 7.18% -7.15% -11.79% 5.78% -25.38% 9.93% 4.01% 27.28%
Zacks Value Anomaly Strategy 10/31/2011 6.01% -5.53% -9.29% 3.01% -25.50% 2.06% -5.37% 20.39%
Tiny Titans 101 Strategy 10/19/2010 1.78% -7.92% -10.77% 3.36% -27.60% 4.95% 3.88% 19.91%
Zacks Small Cap Anomaly Strategy 10/31/2011 1.86% -4.29% -3.62% 10.56% -28.28% -2.91% -8.16% 24.63%
Zacks Multi-Anomaly Strategy 10/31/2011 -7.15% -12.18% -16.37% -17.30% -40.39% -16.82% -19.86% 20.23%

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