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
ETF Fixed Income Folio 2.29% 2.86% 2.74% 2.20% 4.02% N/A N/A
Benchmark Index 2.04% 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%

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
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