Annualized
YTD
2017 (NOV)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
DFA Fixed Income Folio 1.14% 1.15% 1.03% 1.03% 2.32% 2.74% 3.55%
Benchmark Index 0.86% 1.24% 1.21% 1.09% 2.59% 2.79% 3.77%
Annual
DFA Fixed Income Folio Benchmark Index
1997 6.65% 7.14%
1998 6.49% 7.96%
1999 4.17% 2.98%
2000 6.65% 8.44%
2001 6.20% 7.42%
2002 7.83% 5.94%
2003 2.31% 1.96%
2004 1.82% 1.94%
2005 1.67% 2.30%
2006 4.41% 3.96%
2007 5.16% 7.04%
2008 5.12% 7.23%
2009 2.41% 1.41%
2010 3.16% 2.58%
2011 2.32% 2.45%
2012 2.09% 1.45%
2013 -0.01% 0.35%
2014 1.19% 1.50%
2015 0.77% 0.90%
2016 1.15% 1.24%

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
B of A ML U.S. Treasury1-3 Year Index 25.00%
Citi Group World Bond 1-3 Year Index 25.00%
Barclays Capital T-Bond 1-5 Year Index 25.00%
Citi Group World Bond 1-5 Year Index 25.00%
DFA Fixed Income Folio Benchmark Index
Mean Return 3.58% 3.81%
Median Return 2.79% 2.52%
Worst Return -0.01% 0.35%
Best Return 7.83% 8.44%
Negative Returns 1 0