Annualized
YTD
2017 (JULY)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
Folio 100 10.38% 15.11% 5.86% 12.76% 5.52% 9.63% 9.65%
Benchmark Index 10.09% 14.67% 6.15% 12.24% 5.22% 8.89% 8.56%
Annual
Folio 100 Benchmark Index
1997* 19.21% 17.68%
1998* 7.14% 7.77%
1999* 18.61% 14.65%
2000* 4.57% 1.64%
2001* 0.50% -2.61%
2002* -8.69% -10.59%
2003* 46.33% 41.80%
2004* 23.79% 22.07%
2005* 12.53% 11.48%
2006* 24.64% 25.06%
2007 3.04% 2.92%
2008 -41.09% -39.50%
2009 37.69% 34.47%
2010 20.81% 18.03%
2011 -7.05% -5.48%
2012 19.94% 18.75%
2013 28.35% 25.41%
2014 6.25% 7.39%
2015 -3.02% -2.88%
2016 15.11% 14.67%

Target Folios’ international and emerging market equity funds were consolidated from six funds to three funds on May 1, 2017. Funds no longer included in the model are as follows: DFA Emerging Markets, DFA Emerging Markets Small Cap and DFA International Small Company. Performance information for periods prior to May 1, 2017 are based on the performance history of the predecessor funds and allocations. 

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
S&P 500 Index 20.00%
Russell 1000 Value Index 20.00%
Russell 2000 Value Index 20.00%
Dow Jones U.S. REIT Index 5.00%
MSCI EAFE Value Index 10.00%
MSCI EAFE Small Value Index 10.00%
S&P Global ex US REIT Index 5.00%
MSCI Emerging Markets Value Index 10.0%
Folio 100 Benchmark Index
Mean Return 11.43% 10.14%
Median Return 13.82% 13.07%
Worst Return -41.09% -39.50%
Best Return 46.33% 41.80%
Negative Returns 4 5