Annualized
YTD
2017 (JULY)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
Vanguard Global Equity Folio 11.53% 13.32% 6.10% 12.13% 5.65% N/A N/A
Benchmark Index 10.62% 15.80% 6.11% 12.25% 5.42% 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%
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 8.00% 7.78%
Median Return 10.86% 11.50%
Worst Return -39.22% -39.15%
Best Return 36.84% 34.59%
Negative Returns 3 3