Equity Folio Performance

2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
DFA US Equity 13.63 20.61 -3.05 8.63 36.77 18.89 -8.03 22.38 38.19 -40.15 2.53 23.87 12.76 24.25 49.40 -8.90 3.21 5.99 19.20 4.63 20.35
DFA International Equity 28.79 9.28 -5.15 -2.84 14.89 20.77 -17.79 19.29 55.20 -48.17 16.82 33.02 20.93 32.00 60.53 -0.23 -7.42 -10.18 34.82 2.45 -8.62
DFA Global Equity 18.81 17.30 -3.83 4.48 30.84 19.54 -2.65 24.20 30.66 -36.22 -4.86 20.25 8.87 21.07 43.52 -12.22 8.45 14.39 11.09 4.66 34.26
WisdomTree US Equity 12.34 20.42 -1.71 14.64 28.10 14.71 6.41 21.50 23.38 -33.58
WisdomTree International Equity 29.61 8.67 -5.52 -5.32 11.94 21.99 -12.87 16.20 45.60 -43.21
WisdomTree Global Equity 17.97 17.23 -3.61 7.31 23.73 16.57 0.27 19.12 30.39 -36.47
US Dividend Equity 12.24 20.25 -2.44 15.46 26.32 14.27 6.32 21.20 23.35 -33.00
Vanguard US Equity 15.57 16.62 -1.41 13.44 32.01 16.70 0.06 20.80 29.03 -35.57 -2.27
Vanguard International Equity 33.22 4.68 -3.62 -3.77 17.72 19.23
Vanguard Global Equity 20.76 13.32 -2.62 8.40 27.01 17.32 -5.47 19.56 36.84 -39.22 4.81
S&P 500 Index 21.83 11.96 1.38 13.69 32.39 16.00 2.11 15.06 26.46 -37.00 5.49 15.79 4.91 10.88 28.68 -22.10 -11.89 -9.10 21.04 28.58 33.36
MSCI ACWI 24.62 8.48 -1.84 4.71 23.44 16.80 -6.86 13.21 35.41 -41.85 12.18 21.53 11.37 15.75 34.63 -18.98 -15.91 -13.94 26.82

Target Folio Performance

2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Folio 10 3.83 2.54 0.39 1.70 2.82 3.64 1.52 5.18 7.30 0.22 4.97 6.41 2.77 4.14 6.98 6.19 5.63 5.12 3.47 8.86 4.96
Folio 20 5.55 3.94 0.01 2.20 5.66 5.23 0.68 7.11 11.98 -4.62 4.77 8.42 3.87 6.43 11.59 4.54 5.06 5.07 5.04 8.73 6.56
Folio 30 7.29 5.33 -0.37 2.71 8.50 6.87 -0.18 8.98 16.44 -9.40 4.57 10.43 4.96 8.68 16.16 2.89 4.49 5.02 6.63 8.58 8.16
Folio 40 9.04 6.73 -0.75 3.22 11.33 8.55 -1.08 10.79 20.64 -14.12 4.36 12.44 6.05 10.90 20.67 1.24 3.92 4.96 8.26 8.42 9.75
Folio 50 10.80 8.13 -1.13 3.72 14.17 10.29 -2.00 12.55 24.55 -18.77 4.15 14.46 7.13 13.10 25.11 -0.41 3.35 4.90 9.91 8.24 11.34
Folio 60 12.58 9.53 -1.50 4.23 17.01 12.07 -2.96 14.27 28.11 -23.36 3.94 16.49 8.22 15.28 29.50 -2.07 2.78 4.84 11.59 8.05 12.92
Folio 70 14.37 10.92 -1.88 4.74 19.84 13.90 -3.94 15.95 31.28 -27.89 3.72 18.52 9.30 17.43 33.82 -3.72 2.21 4.78 13.30 7.85 14.50
Folio 80 16.16 12.32 -2.26 5.24 22.68 15.79 -4.95 17.60 34.00 -32.36 3.49 20.56 10.38 19.56 38.06 -5.38 1.64 4.71 15.04 7.63 16.07
Folio 90 17.97 13.72 -2.64 5.75 25.52 17.74 -5.99 19.22 36.17 -36.76 3.27 22.60 11.45 21.68 42.24 -7.03 1.07 4.64 16.81 7.39 17.65
Folio 100 19.80 15.11 -3.02 6.25 28.35 19.94 -7.05 20.81 37.69 -41.09 3.04 24.64 12.53 23.79 46.33 -8.69 0.50 4.57 18.61 7.14 19.21
S&P 500 Index 21.83 11.96 1.38 13.69 32.39 16.00 2.11 15.06 26.46 -37.00 5.49 15.79 4.91 10.88 28.68 -22.10 -11.89 11.63 -0.83 8.68 9.68
MSCI ACWI 24.62 8.48 -1.84 4.71 23.44 16.80 -6.86 13.21 35.41 -41.85 12.18 21.53 11.37 15.75 34.63 -18.98 -15.91 -13.94 26.82
Barclays US Agg -1.60 3.54 2.65 0.55 5.97 -2.02 7.84 6.54 5.93 5.24 6.97 4.33 2.43 4.34 4.11 10.27 8.42 11.63 -0.83 8.67 9.68

Low Beta & Fixed Income Folio Performance

2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
AQR Low Beta 11.61 6.02 14.78 13.57
ETF Fixed Income 3.58 2.86 0.13 5.33 -1.54 4.42 6.85 6.16 3.74 6.35 6.23 3.95 1.74 3.68
PIMCO Fixed Income 5.02 3.34 0.64 3.16 -0.66 8.77 3.23 7.09 14.53 0.58 7.99 3.89 2.01 3.66 4.97 8.93 8.52
Diversified Fixed Income 6.44 5.18 0.81 5.53 0.34 13.17 3.71
Barclays US Agg -1.60 3.54 2.65 0.55 5.97 -2.02 7.84 6.54 5.93 5.24 6.97 4.33 2.43 4.34 4.11 10.27 8.42 11.63 -0.83 8.67 9.68

DFA Global Equity Folio and Target Folios were revised on 05/01/2017. Please refer to Folio webpages for more information.

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.