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We provide more than 160 Ready-to-Go Folios (RTGs)—portfolios professionally designed so you can customize them to meet the unique needs of your clients. These model portfolios are comprised of stocks, ETFs, and/or mutual funds and reflect a wide range of investment strategies, indices, sectors and geographies. And, you pay nothing extra to use Folio's RTGs.

All data as of September 30, 2017.

Name Category Inception Date Since Incep. 1 Mo 3 Mo YTD 1 Yr 3 Yr 5 Yr Volatility (1 Yr)
Aerospace Sector/Industry 4/5/2000 16.85 6.58 15.48 25.78 40.42 18.28 23.78 12.36
Africa Geographic 4/5/2000 9.32 -4.16 6.65 11.82 2.06 -2 -2.43 19.71
Aggressive Investment Style 4/5/2000 6.04 4.41 5.24 19.07 23.3 11.38 13.47 9.96
Analyst Growth Strategy 9/7/2000 5.78 2.75 7.57 26.46 26.55 11.66 15.25 11.35
Analyst Selections Strategy 9/7/2000 3.08 0.28 4.04 20.42 20.46 9.71 13.94 9.94
Analyst Upgrades Strategy 9/7/2000 10.92 4 2.85 13.75 16.67 7.25 13.17 8.91
Asia Geographic 4/5/2000 3.29 3.2 8.14 25.03 21.96 8.75 9.34 10.56
Australia and New Zealand Geographic 7/18/2007 -5.07 1.48 3.33 7.75 -3.41 -5.4 -0.81 16.57
BRIC Geographic 9/15/2008 4.37 1.56 14.61 37.1 28.28 5.66 5.07 16.16
Banks Sector/Industry 4/5/2000 5.7 4.87 6.33 16.66 33.32 5.69 10.6 13
Basic Long-term Aggress Asset Allocation 10/7/2005 8 2.39 3.25 11.41 12.74 8.71 11.4 6.92
Basic Long-term Conserv Asset Allocation 10/7/2005 7.04 1.62 2.56 9 9.1 6.62 8.43 4.78
Basic Long-term Mod Asset Allocation 10/7/2005 7.49 1.84 2.68 9.44 9.88 7.36 9.43 5.53
Basic Materials Sector/Industry 4/5/2000 9.14 3.29 6.05 18.44 24.53 5.45 5.46 11.99
Basic Med-term Aggress Asset Allocation 10/7/2005 7.46 1.82 2.74 9.56 10.05 7.41 9.44 5.46
Basic Med-term Conserv Asset Allocation 10/7/2005 6.25 0.88 1.87 6.79 5.71 5.38 6.28 3.54
Basic Med-term Mod Asset Allocation 10/7/2005 6.7 1.27 2.22 8.07 7.41 6.26 7.61 4.49
Basic Short-term Aggress Asset Allocation 10/7/2005 5.71 0.5 1.55 5.83 4.05 4.63 5.05 3.16
Basic Short-term Conserv Asset Allocation 10/7/2005 4.75 -0.05 1.03 4.04 1.52 3.35 3.14 2.81
Basic Short-term Mod Asset Allocation 10/7/2005 5.12 0.28 1.42 5.41 3.31 3.91 4.08 2.7
Bear Market 1.5X Strategy 2/21/2008 -18.96 -4.25 -5.87 -16.28 -21.98 -16.44 -18.73 11.3
Bear Market 1X Strategy 2/21/2008 -10.8 -3.22 -3.27 -9.16 -13.67 -9.8 -11.83 7.79
Bear Market 2X Strategy 2/21/2008 -28.87 -6.87 -9.46 -24.57 -32.97 -25.25 -28.17 17.41
BetterInvesting Top 100 Strategy 8/4/2009 14.82 3.5 3.83 12.24 15.83 11.1 14.65 7.99
Biotechnology Sector/Industry 4/5/2000 10.99 1.82 4.17 32.25 19.03 10.75 22.17 22.57
Bond ETF Bond 7/31/2002 4.67 -0.46 0.9 3.66 -0.17 2.97 2.08 3.5
CWM Global Market Strategy 7/28/2014 4.45 1.23 2.8 9.57 8.14 5.4 4
China Select Geographic 9/28/2008 10.24 2.93 14.22 42.18 28.8 9.97 14.18 15.74
Conservative Investment Style 4/5/2000 10.99 3.2 4.01 22.64 23.85 16.14 15.8 10.68
Construction Sector/Industry 4/5/2000 9.75 7.12 4.32 15.47 21.28 16.57 15.18 13.85
Consumer Staples Sector/Industry 4/5/2000 10.98 -0.53 0.81 12.18 6.41 10.1 12.33 9.91
Consumer Staples 5 Sector/Industry 3/11/2001 8.25 -1.29 1.37 14.47 6.86 8.15 7.69 9.88
Corporate Bond Bond 9/7/2000 4.46 0.05 1.22 4.62 1.7 3.45 2.83 3.47
Defensive Strategy Strategy 2/28/2008 11.1 1.58 1.68 7.01 8.97 10.39 14.86 6.75
Developed Markets 100 Geographic 9/15/2008 3.83 4.04 4.84 17.25 17 1.92 7.01 9.65
Dividend Yield Fundamental 9/22/2008 6.83 3.49 5.7 12.96 17.19 6.4 9.34 7.04
Dogs of the Dow Strategy 4/5/2000 8.77 4.2 5.75 8.42 14.23 11.52 14.6 7.66
Dow Jones Industrial Average (Price Return) 2.33 4.94 13.36 22.37 9.53 10.75 7.08
Dow Jones Industrial Average (Total Return) 2.43 5.58 15.44 25.44 12.33 13.56 7.15
Emerging Markets 50 Geographic 9/15/2008 4.24 0.27 10.47 32.1 23.62 5.2 4.25 14.63
Energy Sector/Industry 4/5/2000 8.05 7.9 6.87 -1.6 4.69 -5.73 0.78 15.08
Euroland Geographic 11/18/2008 7.48 3.93 7.53 25.16 27.55 3 8.66 12.66
Europe 100 Geographic 11/17/2008 8.38 4.25 4.98 19.37 18.1 1.48 6.91 10.21
European Oil and Gas Geographic 11/18/2008 5.03 9 13.58 11.44 22.07 -0.92 3.91 15.17
FFCM ETF Absolute Return Strategy 2/8/2013 1.97 1.22 1.3 4 4.55 2.7 4.58
Financial Sector/Industry 4/5/2000 3.99 4.62 5.58 15.68 32.28 7.91 12.48 11.55
Folio 100 Market Index 4/5/2000 3.58 0.96 5.87 23.83 23.42 14.78 17.48 11.22
Folio 30 Market Index 4/5/2000 6.58 2.49 5.63 15.49 25.44 12.3 13.5 7.33
Folio 50 Market Index 4/5/2000 3.35 1.7 4.37 13.47 16.6 11.88 13.58 7.83
Foreign Small Cap Geographic 9/15/2008 11.74 4.11 16.96 45.7 40.17 17.21 16.94 14.52
Global Geographic 4/5/2000 3.6 2.22 4.7 18.91 17.98 8.84 11.61 8.07
Global Bond Bond 9/7/2000 7.33 -0.35 2.56 8.85 1.22 4.04 2.37 6.26
Global ETF Geographic 12/10/2001 8.26 2.56 5.37 19.01 19.17 7.36 10.16 8.07
Government Bond Bond 9/7/2000 4.37 -0.86 0.39 2.52 -2.16 2.31 1.21 4.03
Growth ETF Investment Style 12/10/2001 8.81 3.18 4.46 17.07 17.42 10.1 13.55 9.26
Healthcare Sector/Industry 4/5/2000 9.83 3.37 3.31 18.73 13.27 6.4 14.91 11
High Income Investment Style 9/7/2000 10.68 2.93 1.63 7 15.83 7.7 11.07 8.08
High-Yield Bond Bond 9/7/2000 4.44 0.81 1.56 5.74 6.74 4.15 4.7 4.58
IPO Candy Strategy 7/28/2010 3.1 3.72 5.26 19.76 13.33 0.94 3.14 11
Industrial-Office REIT Sector/Industry 11/9/2000 9.27 1.87 1.37 7.83 8.27 13.67 12.23 13.1
International Geographic 4/5/2000 3.54 3.08 7.7 24.8 21.64 7.84 8.98 9.82
International 100 Geographic 11/19/2008 8.94 3.16 5.99 20.05 18.08 2.45 6.5 9.86
International Telecom 35 Geographic 11/17/2008 6.73 -1.61 3.85 15.65 9.66 1.2 4.53 11.08
Internet Sector/Industry 4/5/2000 1.21 1.57 4.83 36 31.57 12.4 18.92 13.76
Internet 5 Sector/Industry 3/11/2001 15.52 0.97 7.58 43.06 31.8 21.21 22.44 15.06
Japan Geographic 11/21/2000 1.3 2.85 2.47 13.25 9.08 6.91 9.5 9.91
Large-Cap Blend Investment Style 10/26/2000 5.67 3.37 3.8 14.27 19.42 10.49 13.46 9.25
Large-Cap ETF Market Index 12/10/2001 7.49 2.6 4.45 14.66 18.92 10.74 14.25 7.51
Large-Cap Growth Investment Style 4/5/2000 2.7 3.95 4.86 20.94 20.07 9.06 13.48 10.07
Large-Cap Value Investment Style 4/5/2000 3.87 2.2 1.55 10.43 17.48 8.46 13.39 9.02
Latin America Geographic 4/5/2000 11.72 4.2 17.48 38.24 38.49 12.03 9.9 20.03
Long-term Aggressive Asset Allocation 8/24/2012 8.89 1.41 4.76 13.34 10.83 8.42 9.33 7.7
Long-term Conservative Asset Allocation 8/24/2012 5.26 1.46 3.66 8.16 6.36 4.78 5.46 5.73
Long-term Moderate Asset Allocation 8/24/2012 5.66 1.66 4.25 9.46 7.48 5.07 5.9 6.57
Low Volatility Strategy 2/26/2008 4.86 -0.3 0.2 3.1 2.77 3.02 4 3.41
Low Volatility ETF Strategy 2/26/2008 4.69 0.47 1.02 5.5 4.19 3.39 4.41 3.33
MarketGlide 2010 Strategy 8/12/2009 6.76 1.11 2.54 7.76 6.9 4.69 5.41 3.33
MarketGlide 2015 Strategy 8/12/2009 7.41 1.27 2.75 8.36 7.75 5.05 6.07 3.56
MarketGlide 2020 Strategy 8/12/2009 8.23 1.51 3.08 9.33 9.1 5.62 6.95 3.99
MarketGlide 2025 Strategy 8/12/2009 9.05 1.81 3.52 10.61 10.88 6.34 7.95 4.58
MarketGlide 2030 Strategy 8/12/2009 9.74 2.12 3.91 11.8 12.61 7.03 8.85 5.29
MarketGlide 2035 Strategy 8/12/2009 10.25 2.37 4.25 12.92 14.1 7.62 9.6 5.9
MarketGlide 2040 Strategy 8/12/2009 10.5 2.54 4.5 13.65 15.25 8.01 10.08 6.36
MarketGlide 2045 Strategy 8/12/2009 10.85 2.66 4.69 14.24 16.07 8.33 10.44 6.63
MarketGlide 2050 Strategy 8/12/2009 10.99 2.72 4.76 14.52 16.46 8.49 10.63 6.82
Medium-term Aggressive Asset Allocation 8/24/2012 5.62 1.72 4.11 8.92 7.25 4.92 5.86 6.33
Medium-term Conservative Asset Allocation 8/24/2012 4.57 1.1 2.7 6.41 4.08 4.2 4.66 4.54
Medium-term Moderate Asset Allocation 8/24/2012 4.86 1.47 3.52 7.51 6.01 4.34 5.04 5.25
Mid-Cap Blend Investment Style 10/26/2000 9.17 4.87 3.58 6.91 13.71 9.46 14.14 11.63
Mid-Cap Growth Investment Style 4/5/2000 7.84 4.16 8.86 24.53 25.57 11.33 13.21 12.34
Mid-Cap Value Investment Style 4/5/2000 10.38 6.95 8.89 13.34 17.73 7.79 14.5 12.26
Military Procurement Strategy 6/6/2003 15.77 4.88 9.27 18.87 29.14 19.6 25.42 10.96
Moderate Investment Style 4/5/2000 10.88 6.88 3.72 13.41 28.33 14.14 18.64 12.1
Multi-Sector Sector/Industry 4/5/2000 5.38 3.24 7.37 19.07 21.94 9.63 12.39 7.5
Municipal Bond Bond 1/15/2001 4.4 -0.5 0.96 3.93 0.55 2.64 2.37 2.41
MyPlanIQ SAA Balanced Investment Style 8/12/2010 4.9 0.14 2.72 9.68 5.76 4.78 3.62 4.3
MyPlanIQ SAA Conservative Investment Style 8/12/2010 4 -0.01 2.24 7.84 3.91 4.04 3.22 3.75
MyPlanIQ SAA Growth Investment Style 8/12/2010 6.25 0.55 3.47 11.5 7.44 5.7 5.12 5.7
MyPlanIQ SAA Moderate Investment Style 8/12/2010 5.37 0.58 2.89 9.41 6.61 5.26 4.25 4.37
MyPlanIQ SAA Very Cons Investment Style 8/12/2010 3.14 -0.04 1.46 4.92 2.52 2.85 2.2 2.47
NASDAQ Composite (Price Return) 2 5.79 20.67 22.28 13.06 15.82 10.25
Personal Finance Growth Strategy 8/8/2011 10.43 3.3 4.34 6.67 14.34 6.12 9.76 10.91
Precious Metals Sector/Industry 6/25/2009 0.82 -2.41 3.27 7.94 -7.82 -3.33 -10.57 15.58
Price-to-Book Fundamental 9/22/2008 5.16 3.62 5.65 12.51 22.42 5.5 9.77 9.33
Price-to-Sales Fundamental 9/22/2008 6.37 3.7 5.83 12.68 18.8 6.29 10.72 8.14
REITs Sector/Industry 4/5/2000 11.25 -0.46 0.95 6.58 1.98 10.46 9.26 12.18
Residential REIT Sector/Industry 11/9/2000 14.3 -1.15 1.12 9.6 13.53 20.64 15.17 12.34
Retail REIT Sector/Industry 11/9/2000 12.61 0.93 3.66 -10.67 -18.26 3.35 6.07 18.37
Russell 2000 (Price Return) 7.15 5.33 9.84 19.1 10.5 12.22 13.36
S&P 500 (Price Return) 2.5 3.95 12.52 16.19 8.49 11.82 7.42
S&P 500 (Total Return) 2.64 4.48 14.24 18.6 10.8 14.22 7.41
Sector ETF Sector/Industry 12/10/2001 7.87 2.7 3.68 9.61 14.1 9.66 12.76 7.46
Short-term Aggressive Asset Allocation 8/24/2012 4.2 0.72 2.54 6.46 3.7 4.21 4.25 4.17
Short-term Conservative Asset Allocation 8/24/2012 2.79 0.4 1.58 3.66 0.52 2.81 2.75 3.64
Short-term Moderate Asset Allocation 8/24/2012 3.66 0.8 2.14 4.8 2.41 3.43 3.68 3.64
Small-Cap Blend Investment Style 10/26/2000 11.82 11.08 6.84 13.36 29.14 15.4 14 15.07
Small-Cap ETF Market Index 12/10/2001 9.5 5.42 4.67 11.02 17.44 10.39 13.77 11.33
Small-Cap Growth Investment Style 4/5/2000 6.12 3.7 4.99 18.46 28.92 9.41 14.52 14.53
Small-Cap Value Investment Style 4/5/2000 10 6.24 2.41 8.5 19.51 10.49 15.57 13.07
Target 2010 Aggressive Target Date 12/21/2007 3.2 2.6 3.75 7.24 6.76 4.34 3.66 4.88
Target 2010 Conservative Target Date 12/21/2007 3.81 0.72 2.33 6.63 5.08 2.56 2.56 2.87
Target 2010 Moderate Target Date 12/21/2007 3.66 2.12 3.1 6.12 5.3 3.31 2.91 4.03
Target 2015 Aggressive Target Date 12/21/2007 3.14 2.7 4.15 7.63 7.11 4.16 3.79 5.46
Target 2015 Conservative Target Date 12/21/2007 3.31 1.5 2.89 6.69 5.45 2.77 2.37 3.5
Target 2015 Moderate Target Date 12/21/2007 3.64 2.52 3.37 5.86 5.3 3.39 2.85 4.57
Target 2020 Aggressive Target Date 12/21/2007 3.52 3.04 4.71 8.44 8.15 4.82 4.61 6.25
Target 2020 Conservative Target Date 12/21/2007 3.41 1.93 3.12 6.23 5.16 2.81 2.75 3.91
Target 2020 Moderate Target Date 12/21/2007 3.83 2.81 4.03 6.92 6.48 4.08 3.62 5.2
Target 2025 Aggressive Target Date 12/21/2007 4 3.1 5.37 9.99 9.64 5.61 5.55 6.9
Target 2025 Conservative Target Date 12/21/2007 3.81 2.02 3.27 6.5 5.51 3.14 2.91 4.08
Target 2025 Moderate Target Date 12/21/2007 3.93 2.85 4.48 8.33 7.87 4.5 4.05 5.75
Target 2030 Aggressive Target Date 12/21/2007 4.58 3.31 5.7 10.74 10.91 6.66 6.21 7.26
Target 2030 Conservative Target Date 12/21/2007 3.83 2.37 3.58 6.87 6.08 3.72 3.22 4.62
Target 2030 Moderate Target Date 12/21/2007 3.97 3.04 4.71 8.43 8.14 4.73 4.49 6.25
Target 2035 Aggressive Target Date 12/21/2007 4.54 3.49 5.94 11.14 11.47 6.92 6.29 7.67
Target 2035 Conservative Target Date 12/21/2007 3.97 2.6 3.75 7.24 6.76 4.34 3.83 4.88
Target 2035 Moderate Target Date 12/21/2007 4.2 3.1 5.37 9.99 9.63 5.55 5.3 6.9
Target 2040 Aggressive Target Date 12/21/2007 4.55 3.6 6.07 11 11.5 6.7 6.53 7.76
Target 2040 Conservative Target Date 12/21/2007 4.25 2.72 3.93 7.65 7.2 4.78 4.45 5.34
Target 2040 Moderate Target Date 12/21/2007 4.32 3.31 5.7 10.74 10.9 5.95 5.63 7.26
Target 2045 Aggressive Target Date 12/21/2007 4.7 3.56 6.19 11.64 12.32 6.98 6.53 8.06
Target 2045 Conservative Target Date 12/21/2007 4.65 2.87 4.49 9.28 9.01 5.74 5.25 5.9
Target 2045 Moderate Target Date 12/21/2007 4.63 3.6 6.07 11 11.5 6.78 6.48 7.76
Target 2050 Aggressive Target Date 7/14/2010 7.7 3.56 6.45 11.88 12.73 7.08 6.57 8.47
Target 2050 Conservative Target Date 7/14/2010 7.16 2.95 4.67 9.83 9.64 6.15 5.17 6.16
Target 2050 Moderate Target Date 7/14/2010 8.41 3.54 6.03 11.31 11.81 7.23 6.74 7.91
Target 2055 Aggressive Target Date 7/14/2010 7.8 3.56 6.45 11.88 12.73 7.12 6.58 8.47
Target 2055 Conservative Target Date 7/14/2010 7.13 2.93 4.83 10.31 10 6.25 5.49 6.36
Target 2055 Moderate Target Date 7/14/2010 8 3.56 6.17 11.64 12.32 6.92 6.4 8.06
Target 2060 Aggressive Target Date 7/14/2010 7.8 3.56 6.45 11.88 12.73 7.12 6.58 8.47
Target 2060 Conservative Target Date 7/14/2010 7.13 2.93 4.83 10.31 10 6.25 5.49 6.36
Target 2060 Moderate Target Date 7/14/2010 7.7 3.56 6.17 11.64 12.32 6.92 6.4 8.06
Technology Sector/Industry 4/5/2000 1.1 1.96 8.61 24.44 24.8 11.08 14.53 11
Telecomms Sector/Industry 4/5/2000 -0.92 0.05 5.25 13.66 13.13 2.85 6 11.02
Tiny Titans 101 Strategy 10/19/2010 4.28 12.11 2.97 4.07 24.71 13.13 15.03 18.94
Top Ten Buys Strategy 3/11/2001 6.71 2.97 -0.83 -2.31 -0.56 0.16 6.92 8.3
Transport Sector/Industry 4/5/2000 9.17 6.51 3.72 10.48 24.08 6.82 16.46 13.5
Utility Sector/Industry 4/5/2000 8.81 -2.87 2.89 11.57 11.08 10.05 10.82 11.6
Utility 5 Sector/Industry 3/11/2001 7.51 -1.78 2.81 10.77 6.99 4.82 9.48 12.34
Value ETF Investment Style 12/10/2001 9.3 4.15 3.91 8.8 16.87 10.39 14.65 9.25
VizMetrics Permanent Plus Strategy 5.57 -0.75 3.04 12.41 3.06 6.66
Western Pacific Rim Geographic 8/6/2009 11.14 2.97 2.08 18.19 13.98 4.91 11.61 12.65
Wilshire 5000 (Price Return) 2.89 3.97 11.98 16.1 8 11.75 7.75
Wine Beer and Spirits Sector/Industry 6/6/2003 15.57 -0.2 5.83 13.75 5.15 7.71 9.48 10.52
Zacks Analyst Anomaly Strategy 10/31/2011 14.97 6.71 5.86 19.35 29.94 5.75 12.08 18.21
Zacks Momentum Anomaly Strategy 10/31/2011 25.12 11.06 16.53 31.16 41.54 17.14 23.23 18.39
Zacks Multi-Anomaly Strategy 10/31/2011 -2.18 11.66 13.5 -5.45 -9.76 -17.44 -6.37 19.98
Zacks Small Cap Anomaly Strategy 10/31/2011 6.05 8.39 4.76 9.92 -2.81 -2.37 2.95 19.25
Zacks Value Anomaly Strategy 10/31/2011 10.81 3.35 4.83 8.75 15.27 -0.22 10.63 14


How is performance for Ready-to-Go Folios calculated?

All publicly available Ready-to-Go folios are funded and reflect, for current periods, funded performance. Funded Ready-to-Go folios are rebalanced in the trading window next following the update of the underlying model, and execute at real market prices. Corporate actions and dividend reinvestments occur similarly as to how they occur in customer accounts generally.

However, your performance if you are following a Ready-to-Go folio may still differ from the performance reported on our website. For example, if you update to a Ready-to-Go folio in a different window, do not reinvest dividends, or have any exclusions, your performance will be different. Moreover, the performance shown on our website is “time-weighted” performance and the performance you may be reviewing is “money-weighted” performance [link to the difference between time and money-weighted performance]. Moreover, the time-weighted Ready-to-Go folio performance shown on the website does not reflect advisor or other fees and reflects the commission-free trading available on our platform.

Many RTGs were created and managed before they were funded. Therefore the performance reported on the website may include both funded and unfunded history. Both unfunded and funded performance are calculated using the same methodology—the Mid-Weighted Dietz Method. However, rebalancing with “hypothetical” money and shares and a lack of validation and auditing of corporate actions may result in discrepancies from what would have been funded performance for the period the Ready-to-Go folio was unfunded (which may impact any results that cover both funded and unfunded periods). To determine when a Ready-to-Go folio has been funded click on the folio name and check the “Date Funded" under the Performance tab on the right side.

Ready-to-Go folio returns greater than a year are annualized using a Compound Annual Growth Rate (CAGR). As an example, if an RTG gained 30% in the first year and lost 10% in the second year then the total return for the two year period is 17% (i.e. ((1 + 0.30) × (1 − 0.1))-1 = 1.17 −1 = 17%). The CAGR will smooth this return to an annual return of 8.17% a year. See the CAGR calculation below. .

Ready-to-Go Folios Compound Annual Growth Rate formula