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
PIMCO Fixed Income Folio 0.96% 3.34% 2.88% 3.45% 5.57% 5.52% N/A
Benchmark Index 0.79% 2.50% 2.54% 2.11% 3.99% 4.22% N/A
Annual
PIMCO Fixed Income Benchmark Index
1997 N/A N/A
1998 N/A N/A
1999 N/A N/A
2000 N/A N/A
2001 8.52% 8.69%
2002 8.93% 9.33%
2003 4.97% 4.23%
2004 3.66% 3.60%
2005 2.01% 2.08%
2006 3.89% 4.29%
2007 7.99% 6.77%
2008 0.58% 3.91%
2009 14.53% 6.81%
2010 7.09% 5.94%
2011 3.23% 6.07%
2012 8.77% 4.22%
2013 -0.66% -1.18%
2014 3.16% 4.52%
2015 0.64% 0.62%
2016 3.34% 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%
PIMCO Fixed Income Benchmark Index
Mean Return 5.04% 4.53%
Median Return 3.78% 4.26%
Worst Return -0.66% -1.18%
Best Return 14.53% 9.33%
Negative Returns 1 1