| Annualized | |||||||
|---|---|---|---|---|---|---|---|
| YTD 2017 (SEP) |
1 Year 2016 |
3 Yrs 2014-2016 |
5 Yrs 2012-2016 |
10 Yrs 2007-2016 |
15 Yrs 2002-2016 |
20 Yrs 1997-2016 |
|
| DFA Fixed Income Folio | 1.26% | 1.15% | 1.03% | 1.03% | 2.32% | 2.74% | 3.55% |
| Benchmark Index | 0.99% | 1.24% | 1.21% | 1.09% | 2.59% | 2.79% | 3.77% |
| Annual | ||
|---|---|---|
| DFA Fixed Income Folio | Benchmark Index | |
| 1997 | 6.65% | 7.14% |
| 1998 | 6.49% | 7.96% |
| 1999 | 4.17% | 2.98% |
| 2000 | 6.65% | 8.44% |
| 2001 | 6.20% | 7.42% |
| 2002 | 7.83% | 5.94% |
| 2003 | 2.31% | 1.96% |
| 2004 | 1.82% | 1.94% |
| 2005 | 1.67% | 2.30% |
| 2006 | 4.41% | 3.96% |
| 2007 | 5.16% | 7.04% |
| 2008 | 5.12% | 7.23% |
| 2009 | 2.41% | 1.41% |
| 2010 | 3.16% | 2.58% |
| 2011 | 2.32% | 2.45% |
| 2012 | 2.09% | 1.45% |
| 2013 | -0.01% | 0.35% |
| 2014 | 1.19% | 1.50% |
| 2015 | 0.77% | 0.90% |
| 2016 | 1.15% | 1.24% |
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 | |
|---|---|
| B of A ML U.S. Treasury1-3 Year Index | 25.00% |
| Citi Group World Bond 1-3 Year Index | 25.00% |
| Barclays Capital T-Bond 1-5 Year Index | 25.00% |
| Citi Group World Bond 1-5 Year Index | 25.00% |
| DFA Fixed Income Folio | Benchmark Index | |
|---|---|---|
| Mean Return | 3.58% | 3.81% |
| Median Return | 2.79% | 2.52% |
| Worst Return | -0.01% | 0.35% |
| Best Return | 7.83% | 8.44% |
| Negative Returns | 1 | 0 |