Equity Folio Performance

Total Return as of 10/31/2017 (%)
YTD 2016 2015 2014 2013 2012 5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
DFA US Equity 9.03 20.61 -3.05 8.63 36.77 18.89 15.61 7.07 9.60 10.73
DFA International Equity 24.02 9.28 -5.15 -2.84 14.89 20.77 6.92 2.56 10.35 7.93
DFA Global Equity 14.14 17.30 -3.83 4.48 30.84 19.54 13.01 5.81 9.96 10.09
WisdomTree US Equity 7.48 20.42 -1.71 14.64 28.10 14.71 14.77 7.08 N/A N/A
WisdomTree International Equity 24.84 8.67 -5.52 -5.32 11.94 21.99 5.68 1.93 N/A N/A
WisdomTree Global Equity 13.19 17.23 -3.61 7.31 23.73 16.57 11.70 5.35 N/A N/A
US Dividend Equity 7.60 20.25 -2.44 15.46 26.32 14.27 14.35 7.04 N/A N/A
ETF Equally Weighted 12.02 15.30 -1.11 12.15 30.42 14.99 13.93 7.35 7.51 N/A
Vanguard US Equity 11.00 16.62 -1.41 13.44 32.01 16.70 14.94 7.09 N/A N/A
Vanguard International Equity 28.73 4.68 -3.62 -3.77 17.72 19.23 6.27 1.71 N/A N/A
Vanguard Global Equity 16.28 13.32 -2.62 8.40 27.01 17.32 12.13 5.65 N/A N/A
S&P 500 Index 16.91 11.96 1.38 13.69 32.39 16.00 14.66 6.95 6.69 N/A
MSCI ACWI 20.22 8.48 -1.84 4.71 23.44 16.80 9.96 4.12 6.46 6.14

Target Folio Performance

Total Return as of 10/31/2017 (%)
YTD 2016 2015 2014 2013 2012 5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
Folio 10 3.46 2.54 0.39 1.70 2.82 3.64 2.21 3.00 3.76 4.21
Folio 20 4.70 3.94 0.01 2.20 5.66 5.23 3.39 3.61 4.71 5.05
Folio 30 5.95 5.33 -0.37 2.71 8.50 6.87 4.56 4.14 5.58 5.82
Folio 40 7.21 6.73 -0.75 3.22 11.33 8.55 5.73 4.59 6.38 6.55
Folio 50 8.47 8.13 -1.13 3.72 14.17 10.29 6.90 4.96 7.12 7.21
Folio 60 9.74 9.53 -1.50 4.23 17.01 12.07 8.07 5.25 7.78 7.82
Folio 70 11.02 10.92 -1.88 4.74 19.84 13.90 9.24 5.46 8.36 8.38
Folio 80 12.31 12.32 -2.26 5.24 22.68 15.79 10.42 5.58 8.87 8.87
Folio 90 13.60 13.72 -2.64 5.75 25.52 17.74 11.59 5.60 9.29 9.30
Folio 100 14.91 15.11 -3.02 6.25 28.35 19.94 12.76 5.52 9.63 9.65
S&P 500 Index 16.91 11.96 1.38 13.69 32.39 16.00 14.66 6.95 6.69 N/A
MSCI ACWI 20.22 8.48 -1.84 4.71 23.44 16.80 9.96 4.12 6.46 6.14
Barclays US Agg 3.20 2.65 0.55 5.97 -2.02 4.21 2.23 4.34 4.58 5.29

Low Beta & Fixed Income Folio Performance

Total Return as of 10/31/2017 (%)
YTD 2016 2015 2014 2013 2012 5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
AQR Low Beta 10.52 6.02 14.78 13.57 N/A N/A N/A N/A N/A N/A
DFA Fixed Income 1.29 1.15 0.77 1.19 -0.01 2.09 1.03 2.32 2.74 3.55
ETF Fixed Income 3.21 2.86 0.13 5.33 -1.54 4.42 2.20 4.02 N/A N/A
PIMCO Fixed Income 3.50 3.34 0.64 3.16 -0.66 8.77 3.45 5.57 5.52 N/A
Diversified Fixed Income 6.17 5.18 0.81 5.53 0.34 13.17 4.92 6.23 6.05 N/A
Barclays US Agg 3.20 2.65 0.55 5.97 -2.02 4.21 2.23 4.34 4.58 5.29

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.