Equity Folio Performance

Total Return as of 10/31/2018 (%)
YTD 2017 2016 2015 2014 2013 2012 5 Yrs
2013-2017
10 Yrs
2008-2017
15 Yrs
2003-2017
20 Yrs
1998-2017
DFA US Equity -2.37 13.63 20.61 -3.05 8.63 36.77 18.89 14.57 8.99 11.50 9.81
DFA International Equity -12.94 28.79 9.28 -5.15 -2.84 14.89 20.77 8.30 3.57 12.24 9.77
DFA Global Equity -5.85 18.81 17.30 -3.83 4.48 30.84 19.54 12.87 7.38 11.93 10.01
WisdomTree US Equity -1.59 12.34 20.42 -1.71 14.64 28.10 14.71 14.28 9.09
WisdomTree International Equity -11.79 29.61 8.67 -5.52 -5.32 11.94 21.99 6.97 3.55
WisdomTree Global Equity -4.77 17.97 17.23 -3.61 7.31 23.73 16.57 11.94 7.31
US Dividend Equity -1.47 12.24 20.25 -2.44 15.46 26.32 14.27 13.94 8.96
Vanguard US Equity -0.79 15.57 16.62 -1.41 13.44 32.01 16.70 14.71 8.91
Vanguard International Equity -13.94 33.22 4.68 -3.62 -3.77 17.72 19.23 8.64 3.23
Vanguard Global Equity -4.85 20.76 13.32 -2.62 8.40 27.01 17.32 12.75 7.22
S&P 500 Index 3.01 21.83 11.96 1.38 13.69 32.39 16.00 15.79 8.50 9.92 7.20
MSCI ACWI -3.53 24.62 8.48 -1.84 4.71 23.44 16.80 11.40 5.22 9.57 6.57

Target Folio Performance

Total Return as of 10/31/2018 (%)
YTD 2017 2016 2015 2014 2013 2012 5 Yrs
2013-2017
10 Yrs
2008-2017
15 Yrs
2003-2017
20 Yrs
1998-2017
Folio 10 -2.54 3.83 2.54 0.39 1.70 2.82 3.64 2.25 2.89 3.60 4.16
Folio 20 -2.81 5.55 3.94 0.01 2.20 5.66 5.23 3.45 3.69 4.77 5.00
Folio 30 -3.08 7.29 5.33 -0.37 2.71 8.50 6.87 4.64 4.40 5.88 5.78
Folio 40 -3.36 9.04 6.73 -0.75 3.22 11.33 8.55 5.83 5.05 6.91 6.51
Folio 50 -3.65 10.80 8.13 -1.13 3.72 14.17 10.29 7.00 5.61 7.88 7.18
Folio 60 -3.94 12.58 9.53 -1.50 4.23 17.01 12.07 8.17 6.10 8.78 7.80
Folio 70 -4.24 14.37 10.92 -1.88 4.74 19.84 13.90 9.33 6.50 9.61 8.36
Folio 80 -4.54 16.16 12.32 -2.26 5.24 22.68 15.79 10.49 6.80 10.37 8.86
Folio 90 -4.85 17.97 13.72 -2.64 5.75 25.52 17.74 11.63 7.02 11.04 9.30
Folio 100 -5.16 19.80 15.11 -3.02 6.25 28.35 19.94 12.77 7.12 11.63 9.67
S&P 500 Index 3.01 21.83 11.96 1.38 13.69 32.39 16.00 15.79 8.50 9.92 7.20
MSCI ACWI -3.53 24.62 8.48 -1.84 4.71 23.44 16.80 11.40 5.22 9.57 6.57
Barclays US Agg -2.38 3.54 2.65 0.55 5.97 -2.02 4.21 2.10 4.01 4.14 4.98

Low Beta & Fixed Income Folio Performance

Total Return as of 10/31/2018 (%)
YTD 2017 2016 2015 2014 2013 2012 5 Yrs
2013-2017
10 Yrs
2008-2017
15 Yrs
2003-2017
20 Yrs
1998-2017
AQR Low Beta -12.51 11.61 6.02 14.78 13.57
ETF Fixed Income -2.39 3.58 2.86 0.13 5.33 -1.54 4.42 2.04 3.77
PIMCO Fixed Income -0.93 5.02 3.34 0.64 3.16 -0.66 8.77 2.42 5.23 5.20
Diversified Fixed Income -1.48 6.44 5.18 0.81 5.53 0.34 13.17 3.63
Barclays US Agg -2.38 3.54 2.65 0.55 5.97 -2.02 4.21 2.10 4.01 4.14 4.98

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.