| 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 |
|
| PIMCO Fixed Income Folio | 3.53% | 3.34% | 2.88% | 3.45% | 5.57% | 5.52% | N/A |
| Benchmark Index | 2.72% | 2.50% | 2.54% | 2.11% | 3.99% | 4.22% | N/A |
| Annual | ||
|---|---|---|
| PIMCO Fixed Income | Benchmark Index | |
| 1997 | N/A | N/A |
| 1998 | N/A | N/A |
| 1999 | N/A | N/A |
| 2000 | N/A | N/A |
| 2001 | 8.52% | 8.69% |
| 2002 | 8.93% | 9.33% |
| 2003 | 4.97% | 4.23% |
| 2004 | 3.66% | 3.60% |
| 2005 | 2.01% | 2.08% |
| 2006 | 3.89% | 4.29% |
| 2007 | 7.99% | 6.77% |
| 2008 | 0.58% | 3.91% |
| 2009 | 14.53% | 6.81% |
| 2010 | 7.09% | 5.94% |
| 2011 | 3.23% | 6.07% |
| 2012 | 8.77% | 4.22% |
| 2013 | -0.66% | -1.18% |
| 2014 | 3.16% | 4.52% |
| 2015 | 0.64% | 0.62% |
| 2016 | 3.34% | 2.50% |
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 | |
|---|---|
| Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index | 20.00% |
| Barclays Capital U.S. Aggregate Bond Index | 60.00% |
| Barclays Capital Credit Bond Index Intermediate | 20.00% |
| PIMCO Fixed Income | Benchmark Index | |
|---|---|---|
| Mean Return | 5.04% | 4.53% |
| Median Return | 3.78% | 4.26% |
| Worst Return | -0.66% | -1.18% |
| Best Return | 14.53% | 9.33% |
| Negative Returns | 1 | 1 |