Annualized
YTD
2018 (OCT)
1 Year
2017
3 Yrs
2015-2017
5 Yrs
2013-2017
10 Yrs
2008-2017
15 Yrs
2003-2017
20 Yrs
1998-2017
Diversified Fixed Income Folio -1.48% 6.44% 4.11% 3.63% N/A N/A N/A
Benchmark Index -1.15% 4.66% 3.27% 3.14% 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%
2017 6.44% 4.66%

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 5.05% 4.16%
Median Return 5.23% 4.66%
Worst Return 0.38% 0.16%
Best Return 13.22% 8.20%
Negative Returns 0 0