Annualized
YTD
2018 (JUNE)
1 Year
2017
3 Yrs
2015-2017
5 Yrs
2013-2017
10 Yrs
2008-2017
15 Yrs
2003-2017
20 Yrs
1998-2017
Vanguard Global Equity Folio -0.15% 20.76% 10.04% 12.75% 7.22% N/A N/A
Benchmark Index 0.58% 19.14% 10.04% 12.61% 7.08% N/A N/A
Annual
Vanguard Global Equity Folio Benchmark Index
2001 N/A N/A
2002 N/A N/A
2003 N/A N/A
2004 N/A N/A
2005 N/A N/A
2006 N/A N/A
2007 4.81% 3.63%
2008 -39.22% -39.15%
2009 36.84% 34.59%
2010 19.56% 19.67%
2011 -5.47% -5.22%
2012 17.32% 17.83%
2013 27.01% 26.79%
2014 8.40% 7.19%
2015 -2.62% -3.36
2016 13.32% 15.80%
2017 20.76% 19.14%
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.
Vanguard Global Equity Model Portfolio has no exposure to International Real Estate.
Benchmark Index
S&P 500 TR Index 15%
Russell 1000 Value TR Index 15%
Russell Mid Cap Value TR Index 10%
Russell 2000 TR Index 10%
Russell 2000 Value TR Index 15%
DJ US Select Real Estate Index 5%
MSCI EAFE Value GR Index 8%
MSCI EAFE Small Cap GR Index 10%
MSCI Emerging Markets GR Index 12%
100%
Vanguard Global Equity Folio Benchmark Index
Mean Return 9.16% 8.81%
Median Return 13.32% 15.80%
Worst Return -39.22% -39.15%
Best Return 36.84% 34.59%
Negative Returns 3 3