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
Equally Weighted Sector Folio 15.19% 15.30% 8.50% 13.93% 7.35% 7.51% N/A
S&P 500 TR Index 20.49% 11.96% 8.87% 14.66% 6.95% 6.69% N/A
Annual
Equally Weighted Sector Folio S&P 500 TRIndex
1997 N/A N/A
1998 N/A N/A
1999 N/A N/A
2000 N/A N/A
2001 -8.80% -11.89%
2002 -20.70% -22.10%
2003 27.06% 28.68%
2004 14.50% 10.88%
2005 6.98% 4.91%
2006 17.38% 15.79%
2007 9.43% 5.49%
2008 -35.96% -37.00%
2009 27.18% 26.46%
2010 16.40% 15.06%
2011 2.09% 2.11%
2012 14.99% 16.00%
2013 30.42% 32.39%
2014 12.15% 13.69%
2015 -1.11% 1.38%
2016 15.30% 11.96%

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.

Equally Weighted Sector Folio S&P 500 TR Index
Mean Return 7.96% 7.11%
Median Return 13.33% 11.42%
Worst Return -35.96% -37.00%
Best Return 30.42% 32.39%
Negative Returns 4 3