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
Diversified Fixed Income Folio 5.20% 5.23% 3.84% 4.94% N/A N/A N/A
Benchmark Index 4.01% 4.61% 3.64% 3.84% N/A N/A N/A
Annual
Diversified Fixed Income Benchmark Index
2001 N/A N/A
2002 N/A N/A
2003 N/A N/A
2004 N/A N/A
2005 N/A N/A
2006 N/A N/A
2007 N/A N/A
2008 N/A N/A
2009 N/A N/A
2010 N/A N/A
2011 3.71% 5.11%
2012 13.22% 8.20%
2013 0.38% 0.16%
2014 5.57% 5.80%
2015 0.80% 0.59%
2016 5.23% 4.61%

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
Barclays Capital U.S. Aggregate Bond Index 45.00%
Barclays Capital Credit Bond Index Intermediate 15.00%
Barclays Capital Credit Corporate High Yield Bond Index 15.00%
S&P Preferred Stock Index 15.00%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index 10.00%
Diversified Fixed Income Benchmark Index
Mean Return 4.82% 4.08%
Median Return 4.47% 4.86%
Worst Return 0.38% 0.16%
Best Return 13.22% 8.20%
Negative Returns 0 0