Annualized
YTD
2017 (MAY)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
Folio 100 6.06% 15.11% 5.86% 12.76% 5.52% 9.63% 9.65%
Benchmark Index 6.20% 14.67% 6.15% 12.24% 5.22% 8.89% 8.56%
Annual
Folio 100 Benchmark Index
1997* 19.21% 17.68%
1998* 7.14% 7.77%
1999* 18.61% 14.65%
2000* 4.57% 1.64%
2001* 0.50% -2.61%
2002* -8.69% -10.59%
2003* 46.33% 41.80%
2004* 23.79% 22.07%
2005* 12.53% 11.48%
2006* 24.64% 25.06%
2007 3.04% 2.92%
2008 -41.09% -39.50%
2009 37.69% 34.47%
2010 20.81% 18.03%
2011 -7.05% -5.48%
2012 19.94% 18.75%
2013 28.35% 25.41%
2014 6.25% 7.39%
2015 -3.02% -2.88%
2016 15.11% 14.67%

Performance data represents past performance and does not predict future performance. Indices not available for direct investment. Performance does not reflect the deduction of FPL Capital Management’s advisory fee. Advisory fees are shown in Part 2 of company’s Form ADV.

Benchmark Index
S&P 500 Index 20.00%
Russell 1000 Value Index 20.00%
Russell 2000 Value Index 20.00%
Dow Jones U.S. REIT Index 5.00%
MSCI EAFE Value Index 10.00%
MSCI EAFE Small Value Index 5.00%
MSCI EAFE Small Cap Index 5.00%
S&P Global ex US REIT Index 5.00%
MSCI Emerging Markets Index 3.00%
MSCI Emerging Markets Value Index 3.00%
MSCI Emerging Markets Small Cap Index 4.00%
Folio 100 Benchmark Index
Mean Return 11.43% 10.14%
Median Return 13.82% 13.07%
Worst Return -41.09% -39.50%
Best Return 46.33% 41.80%
Negative Returns 4 5