Annualized
YTD
2018 (AUG)
1 Year
2017
3 Yrs
2015-2017
5 Yrs
2013-2017
10 Yrs
2008-2017
15 Yrs
2003-2017
20 Yrs
1998-2017
ETF Fixed Income Folio -1.22% 3.58% 2.18% 2.04% 3.77% N/A N/A
Benchmark Index -0.59% 2.94% 2.02% 1.87% 3.63% N/A N/A
Annual
ETF Fixed Income Folio Benchmark Index
1997 N/A N/A
1998 N/A N/A
1999 N/A N/A
2000 N/A N/A
2001 N/A N/A
2002 N/A N/A
2003 N/A N/A
2004 3.68% 3.60%
2005 1.74% 2.08%
2006 3.95% 4.29%
2007 6.23% 6.77%
2008 6.35% 3.91%
2009 3.74% 6.81%
2010 6.16% 5.94%
2011 6.85% 6.07%
2012 4.42% 4.22%
2013 -1.54% -1.18%
2014 5.33% 4.52%
2015 0.13% 0.62%
2016 2.86% 2.50%
2017 3.58% 2.94%

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
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index 20.00%
Barclays Capital U.S. Aggregate Bond Index 60.00%
Barclays Capital Credit Bond Index Intermediate 20.00%
ETF Fixed Income Folio Benchmark Index
Mean Return 3.82% 3.79%
Median Return 3.85% 4.07%
Worst Return -1.54% -1.18%
Best Return 6.85% 6.81%
Negative Returns 1 1