Annualized
YTD
2017 (FEB)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
ETF Fixed Income Folio 0.84% 2.86% 2.74% 2.20% 4.02% N/A N/A
Benchmark Index 0.79% 2.50% 2.54% 2.11% 3.99% N/A N/A
Annual
ETF Fixed Income Folio Benchmark Index
1997 N/A N/A
1998 N/A N/A
1999 N/A N/A
2000 N/A N/A
2001 N/A N/A
2002 N/A N/A
2003 N/A N/A
2004 3.68% 3.60%
2005 1.74% 2.08%
2006 3.95% 4.29%
2007 6.23% 6.77%
2008 6.35% 3.91%
2009 3.74% 6.81%
2010 6.16% 5.94%
2011 6.85% 6.07%
2012 4.42% 4.22%
2013 -1.54% -1.18%
2014 5.33% 4.52%
2015 0.13% 0.62%
2016 2.86% 2.50%

*Back-tested historical returns – The performance results do not reflect the deduction of fees – The client’s return will be reduced by the advisory fees and other expenses – Our fees are as shown in Part 2 of company’s Form ADV

Benchmark Index
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index 20.00%
Barclays Capital U.S. Aggregate Bond Index 60.00%
Barclays Capital Credit Bond Index Intermediate 20.00%
ETF Fixed Income Folio Benchmark Index
Mean Return 3.84% 3.86%
Median Return 3.95% 4.22%
Worst Return -1.54% -1.18%
Best Return 6.85% 6.81%
Negative Returns 1 1