Annualized
YTD
2018 (APR)
1 Year
2017
3 Yrs
2015-2017
5 Yrs
2013-2017
10 Yrs
2008-2017
15 Yrs
2003-2017
20 Yrs
1998-2017
Vanguard US Equity Folio -1.65% 15.57% 9.94% 14.71% 8.91% N/A N/A
Benchmark Index -1.53% 13.36% 9.45% 14.04% 8.26% 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%
2017 15.57% 13.36%
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 9.54% 8.91%
Median Return 15.57% 13.36%
Worst Return -35.57% -35.22%
Best Return 32.01% 31.11%
Negative Returns 3 4