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
Folio 60 11.20% 9.53% 3.99% 8.07% 5.25% 7.78% 7.82%
Benchmark Index 10.48% 9.26% 4.16% 7.82% 4.76% 6.98% 7.05%
Annual
Folio 60 Benchmark Index
1997 12.92% 13.37%
1998 8.05% 7.71%
1999 11.59% 10.06%
2000 4.84% 4.27%
2001 2.78% 1.38%
2002 -2.07% -4.09%
2003 29.50% 25.86%
2004 15.28% 13.93%
2005 8.22% 7.79%
2006 16.49% 16.65%
2007 3.94% 4.54%
2008 -23.36% -20.94%
2009 28.11% 21.21%
2010 14.27% 11.76%
2011 -2.96% -2.42%
2012 12.07% 11.73%
2013 17.01% 15.40%
2014 4.23% 4.90%
2015 -1.50% -1.41%
2016 9.53% 9.26%

DFA Investment Grade Fund replaced the following fixed income holdings for the Target Folios on May 1, 2017: DFA Five-Year Global Fixed Income, DFA One-Year Fixed Income, DFA Short-Term Government, DFA Two-Year Global Fixed Income. The investment goals, strategies and policies are similar to those of the predecessor funds. Also, the 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 12.00%
Russell 1000 Value Index 12.00%
Russell 2000 Value Index 12.00%
Dow Jones U.S. REIT Index 3.00%
MSCI EAFE Value Index 6.00%
MSCI EAFE Small Value Index 6.00%
S&P Global ex US REIT Index 3.00%
MSCI Emerging Markets Value Index 6.00%
Barclays Capital U.S. Aggregate Bond Index 40.00%
Folio 60 Benchmark Index
Mean Return 8.45% 7.55%
Median Return 8.88% 8.53%
Worst Return -23.36% -20.94%
Best Return 29.50% 25.86%
Negative Returns 4 4