Annualized
YTD
2017 (NOV)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
Vanguard US Equity Folio 14.54% 16.62% 9.26% 14.94% 7.09% N/A N/A
Benchmark Index 13.38% 19.24% 8.91% 14.72% 6.56% N/A N/A
Annual
Vanguard US 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 -2.27% -2.93%
2008 -35.57% -35.22%
2009 29.03% 25.17%
2010 20.80% 21.32%
2011 0.06% -0.56%
2012 16.70% 17.25%
2013 32.01% 31.11%
2014 13.44% 12.22%
2015 -1.41% -2.97%
2016 16.62% 19.24%
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.
Benchmark Index
S&P 500 TR Index 21%
Russell 1000 Value TR Index 21%
Russell Mid Cap Value TR Index 14%
Russell 2000 TR Index 14%
Russell 2000 Value TR Index 21%
DJ US Select Real Estate Index 9%
100%
Vanguard US Equity Folio Benchmark Index
Mean Return 8.94% 8.46%
Median Return 15.03% 14.74%
Worst Return -35.57% -35.22%
Best Return 32.01% 31.11%
Negative Returns 3 4