(PUB) Investing 2015

42

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 01-31-15

Total Return % Category Rank

30- Day Yld %

Stand- ard Devia- tion

Risk Relative to Category

Morningstar Analyst Rating

1  Best, 100  Worst

A N N U A L I Z E D

Morningstar 500 Bond Funds High-Quality Bond

YTD 1 Yr

3 Yr

5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

(R²)

— 2.1 6.0 2.4 4.1 4.0 — — — — — — 3.44 (65) —

´ ´

QQQQQ

AMG Managers Bond Service MGFIX AMG Managers Total Return Bond MBDFX Baird Aggregate Bond Inst BAGIX Dodge & Cox Income DODIX DoubleLine Total Return Bond I DBLTX Fidelity Government Income FGOVX Fidelity Intermediate Bond FTHRX Fidelity Investment Grade Bond FBNDX Fidelity Mortgage Securities FMSFX Fidelity GNMA FGMNX

CI CI

0.8 5.4 5.5 6.7 6.2 93 66 5 3 4 1.8 3.37 (56)

+Avg High

QQQQ QQQQ QQQQ

2.6 6.4 4.0 5.0 5.8

3 29 31 43 8 1.1 3.51 (91)

— CI

2.2 7.5 4.7 5.9 5.2 17 7 15 13 23 2.5 2.96 (96) 1.3 5.5 4.4 5.2 5.4 83 63 22 36 18 — 2.31 (75) 1.4 5.9 5.2 — — 78 49 9 — — 4.0 2.49 (68) 0.6 4.7 2.4 4.1 4.9 80 45 17 10 8 2.0 2.74 (75) 2.1 6.0 2.3 3.8 4.6 17 3 19 22 21 1.3 2.76 (94) 1.6 3.8 2.7 4.2 4.3 73 88 81 76 67 2.3 2.2 (92) 1.9 6.3 3.6 5.3 4.6 46 33 48 31 55 2.9 3.01 (96) 0.9 5.5 2.9 4.3 4.0 91 63 71 71 75 2.6 2.48 (81) 2.2 6.5 2.9 4.4 4.5 18 26 72 68 58 2.1 2.96 (99) 2.0 6.1 3.9 5.4 5.3 38 42 37 26 22 2.9 3.0 (94) 3.8 4.3 0.8 4.3 — 2 21 7 12 — 0.5 6.1 (83) 2.0 5.5 4.2 5.4 5.9 33 62 25 27 7 2.3 2.7 (91) -0.3 4.4 4.6 6.3 6.5 98 83 18 6 2 2.1 4.55 (30) 1.8 6.1 5.7 6.5 6.6 60 42 4 5 2 1.4 2.85 (78) 3.1 10.2 7.2 8.2 7.6 11 10 9 13 9 3.0 4.67 (85) 0.3 0.5 1.6 2.3 3.6 78 79 42 41 23 1.2 1.8 (57) 0.7 1.8 3.3 5.6 6.9 95 98 60 20 1 0.9 2.02 (53) 2.9 9.0 6.0 7.1 5.8 19 21 33 36 38 3.1 4.42 (87) 0.3 3.8 2.0 3.5 4.3 89 77 41 34 29 1.8 2.58 (73) 2.1 6.4 3.4 4.6 5.1 28 29 56 60 30 1.9 3.03 (94) 0.5 1.0 1.2 1.6 3.0 43 54 67 71 46 1.0 0.86 (48) 1.3 5.7 6.7 6.9 7.1 82 58 1 2 1 2.5 2.85 (55) 1.9 6.2 4.5 5.5 5.4 51 36 20 23 17 2.8 2.78 (88) 0.7 5.3 2.3 4.1 4.8 76 23 20 12 13 2.2 2.78 (74) 2.5 6.1 4.2 5.0 5.8 5 40 27 46 8 2.4 3.45 (86) 3.5 4.3 0.8 4.2 4.6 9 22 6 12 7 -2.3 6.17 (83) -0.3 0.2 1.1 1.1 2.4 93 67 29 54 13 0.8 0.75 (9) 3 45 24 29 3 1.6 3.65 (87) 2.6 6.0 4.3 5.3 6.2

Avg

Œ

CI

-Avg -Avg +Avg +Avg Low Avg -Avg

QQQQQ QQQQQ

— CI

Œ Œ „ „

GI GI CI CI

QQQQ

QQ

QQQ QQQ QQQ

— CI

Fidelity Spartan US Bond Idx Investor FBIDX

— CI

Avg Avg

Œ

QQQQ QQQQ QQQQ

Fidelity Total Bond FTBFX

CI CI IP CI

´ „ „ Œ Œ „ ´ „ „ ´ „ ´ „ ˇ ´

Harbor Bond Institutional HABDX Harbor Real Return Instl HARRX Janus Flexible Bond T JAFIX

High +Avg -Avg

QQQQQ

CI [QQQ

Loomis Sayles Investment Grade Bond A LIGRX Metropolitan West Total Return Bond M MWTRX PIMCO Investment Grade Corp Bd Instl PIGIX

High

QQQQQ QQQQQ

CI

Avg

TW

+Avg +Avg High +Avg High

QQQQ QQQQ QQQQ

PIMCO Low Duration D PLDDX PIMCO Real Return D PRRDX

CS

IP

PIMCO Short-Term D PSHDX PIMCO Total Return Instl PTTRX Scout Core Plus Bond Instl SCPZX T. Rowe Price Corporate Income PRPIX

UB

CI ]QQQQQ CI [QQQQ

Low

QQQ

— TW

+Avg

GI [QQQ

T. Rowe Price GNMA PRGMX

Avg

QQQQ

T. Rowe Price New Income PRCIX T. Rowe Price Short-Term Bond PRWBX TCW Total Return Bond I TGLMX

CI

Avg

QQQ

CS

-Avg

QQQQQ

CI

Avg Avg

QQQQ QQQQ QQQQ QQQQ

USAA Income USAIX

— CI

Œ Œ

Vanguard GNMA Inv VFIIX

GI

+Avg

0.6

Vanguard Inflation-Protected Secs Inv VIPSX Vanguard Interm-Term Bond Index Adm VBILX Vanguard Interm-Term Invmt-Grade Inv VFICX Vanguard Interm-Term Treasury Inv VFITX Vanguard Long-Term Investment-Grade Inv VWESX Vanguard Long-Term Treasury Inv VUSTX Vanguard Short-Term Bond Index Adm VBIRX Vanguard Short-Term Federal Inv VSGBX Vanguard Short-Term Investment-Grade Inv VFSTX Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX Vanguard Total Bond Market Index Adm VBTLX Western Asset Core Bond I WATFX Western Asset Core Plus Bond I WACPX Vanguard Short-Term Treasury Inv VFISX

IP

3.1 4.8

4.3 4.5 33 9 15 10 18 0.2 5.48 (87)

+Avg High -Avg High High

— CI

3.3 8.1 3.9 6.3 5.8

1 4 34 8 8 2.1 4.37 (97)

„ „ ´ „ „ „ „ „

QQQ

TW

2.6 6.7 4.5 6.3 5.6 33 60 71 63 46 2.3 3.53 (90)

QQQQ

GI

2.7 5.4 1.9 4.3 4.9

4 19 47 7 9 1.2 3.43 (89) 1 2 5 6 10 3.5 8.17 (90)

8.7 10.9 7.6

QQQQQ

TW

5.8 20.0

9.0 28.5

7.1 11.0 8.0

QQQQ QQQQ QQQQ QQQQ

GL CS GS CS GS

27 28 39 46 34 2.0 11.44 (78)

Avg Avg Avg Avg

1.1 1.8 1.3 2.1 3.4 14 21 60 49 29 0.9 1.14 (81) 0.6 1.4 0.8 1.6 3.2 36 38 32 35 18 0.6 0.95 (80) 0.8 2.0 2.3 2.8 3.7 22 17 18 25 20 1.5 1.21 (64) 0.6 1.0 0.6 1.2 2.8 38 50 47 52 39 0.4 0.75 (71)

QQQ

-Avg

0.9 -0.7

— IP NR

— — — 92 91 — — — 0.2 — (—)

„ „ „

QQQ

CI CI CI

2.3 6.7 3.1 4.5 4.9 10 19 68 63 41 1.9 2.93 (99) 1.9 7.6 4.3 6.1 5.3 41 5 23 10 20 2.4 2.99 (94) 2.1 8.2 5.1 6.6 6.0 21 3 10 4 6 2.8 3.09 (91)

Avg Avg

QQQQ

QQQQQ

+Avg

High-Yield Bond

— 0.3 0.9 6.4 7.7 6.4 — — — — — — 4.39 (16) —

„ QQQ ´ [QQQ „ QQQQQ

Eaton Vance Income Fund of Boston A EVIBX

0.9 2.9 7.0 8.3 6.9 12 16 31 25 28 4.8 3.92 (24)

-Avg High +Avg

0.5 -5.1

Fairholme Focused Income FOCIX Fidelity Capital & Income FAGIX

8.6 7.9 — 39 98 4 42 — — 13.3 (7)

1.0 7.1 9.5 9.5 8.6

8 1 1 5 1 4.2 5.06 (13)

BarCap US Agg Bond TR USD

2.1 6.5 3.0 4.4 4.7

Legend

Categories

CI Intermediate-Term Bond CL Long-Term Bond CS Short-Term Bond

GI IntermediateGovernmentBond GL Long Government Bond GS Short Government Bond

IP Inflation-Protected Bond TW Corporate Bond UB Ultrashort Bond

Red  Lowest return in group Green  Highest return in group Italic  Extended performance

E  New this month ][  Increase/decrease in rating NR  No Morningstar Rating; fund less than three years old.