Equity Folio Performance

Total Return as of 6/30/2017 (%)
YTD 2016 2015 2014 2013 2012 5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
DFA US Equity 3.06 20.61 -3.05 8.63 36.77 18.89 15.61 7.07 9.60 10.73
DFA International Equity 14.07 9.28 -5.15 -2.84 14.89 20.77 6.92 2.56 10.35 7.93
DFA Global Equity 6.73 17.30 -3.83 4.48 30.84 19.54 13.01 5.81 9.96 10.09
WisdomTree US Equity 2.98 20.42 -1.71 14.64 28.10 14.71 14.77 7.08 N/A N/A
WisdomTree International Equity 15.84 8.67 -5.52 -5.32 11.94 21.99 5.68 1.93 N/A N/A
WisdomTree Global Equity 7.04 17.23 -3.61 7.31 23.73 16.57 11.70 5.35 N/A N/A
US Dividend Equity 3.39 20.25 -2.44 15.46 26.32 14.27 14.35 7.04 N/A N/A
ETF Equally Weighted 6.56 15.30 -1.11 12.15 30.42 14.99 13.93 7.35 7.51 N/A
Vanguard US Equity 5.49 16.62 -1.41 13.44 32.01 16.70 14.94 7.09 N/A N/A
Vanguard International Equity 17.50 4.68 -3.62 -3.77 17.72 19.23 6.27 1.71 N/A N/A
Vanguard Global Equity 8.96 13.32 -2.62 8.40 27.01 17.32 12.13 5.65 N/A N/A
S&P 500 Index 9.34 11.96 1.38 13.69 32.39 16.00 14.66 6.95 6.69 N/A
MSCI ACWI 11.91 8.48 -1.84 4.71 23.44 16.80 9.96 4.12 6.46 6.14

Target Folio Performance

Total Return as of 6/30/2017 (%)
YTD 2016 2015 2014 2013 2012 5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
Folio 10 1.97 2.54 0.39 1.70 2.82 3.64 2.21 3.00 3.76 4.21
Folio 20 2.60 3.94 0.01 2.20 5.66 5.23 3.39 3.61 4.71 5.05
Folio 30 3.23 5.33 -0.37 2.71 8.50 6.87 4.56 4.14 5.58 5.82
Folio 40 3.86 6.73 -0.75 3.22 11.33 8.55 5.73 4.59 6.38 6.55
Folio 50 4.49 8.13 -1.13 3.72 14.17 10.29 6.90 4.96 7.12 7.21
Folio 60 5.12 9.53 -1.50 4.23 17.01 12.07 8.07 5.25 7.78 7.82
Folio 70 5.75 10.92 -1.88 4.74 19.84 13.90 9.24 5.46 8.36 8.38
Folio 80 6.39 12.32 -2.26 5.24 22.68 15.79 10.42 5.58 8.87 8.87
Folio 90 7.02 13.72 -2.64 5.75 25.52 17.74 11.59 5.60 9.29 9.30
Folio 100 7.66 15.11 -3.02 6.25 28.35 19.94 12.76 5.52 9.63 9.65
S&P 500 Index 9.34 11.96 1.38 13.69 32.39 16.00 14.66 6.95 6.69 N/A
MSCI ACWI 11.91 8.48 -1.84 4.71 23.44 16.80 9.96 4.12 6.46 6.14
Barclays US Agg 2.27 2.65 0.55 5.97 -2.02 4.21 2.23 4.34 4.58 5.29

Low Beta & Fixed Income Folio Performance

Total Return as of 6/30/2017 (%)
YTD 2016 2015 2014 2013 2012 5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
AQR Low Beta 2.90 6.02 14.78 13.57 N/A N/A N/A N/A N/A N/A
DFA Fixed Income 0.90 1.15 0.77 1.19 -0.01 2.09 1.03 2.32 2.74 3.55
ETF Fixed Income 2.37 2.86 0.13 5.33 -1.54 4.42 2.20 4.02 N/A N/A
PIMCO Fixed Income 2.30 3.34 0.64 3.16 -0.66 8.77 3.45 5.57 5.52 N/A
Diversified Fixed Income 4.44 5.18 0.81 5.53 0.34 13.17 4.92 6.23 6.05 N/A
Barclays US Agg 2.27 2.65 0.55 5.97 -2.02 4.21 2.23 4.34 4.58 5.29

DFA Global Equity Folio and Target Folios were revised on 05/01/2017. Please refer to Folio webpages for more information.

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.