(PUB) Investing 2016

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 10-31-16

Total Return % Category Rank

30- Day Yld %

Stand- ard Devia- tion (R²)

Risk Relative to Category

1  Best, 100  Worst

Morningstar Analyst Rating

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

— 4.6 3.8 2.7 2.2 3.7 — — — — — — 3.14 (60) —

QQQQ QQQQ QQQQ QQQQ

AMG Managers Loomis Sayles Bond S MGFIX Baird Aggregate Bond Inst BAGIX Baird Short-Term Bond Inst BSBIX 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

7.1 5.7 3.4 4.5 5.7

7 9 36 6 7 2.8 3.1 (36)

High Avg Avg Avg -Avg

„ „ Œ ˇ Œ Œ „ „ „ ˇ Œ Œ „ ´ „ „ ´ „ Œ ´

5.7 4.9 4.0 4.1 5.0 35 29 11 14 26 2.1 2.72 (98) 2.6 2.4 1.7 2.1 3.0 37 28 21 23 36 1.3 0.84 (65) 6.8 5.8 3.9 4.0 5.3 10 7 16 15 16 3.0 2.57 (50) 3.7 3.4 3.9 4.5 — 89 81 13 6 — 3.3 2.15 (81) 3.2 3.1 3.1 2.4 4.8 36 19 12 13 8 1.8 2.03 (63) 3.7 3.0 2.8 2.1 4.3 16 22 21 29 23 1.3 2.78 (92) 4.5 3.7 2.6 2.7 4.1 75 75 78 76 68 1.8 2.0 (91)

CI CI GI GI CI CI CI

QQQQQ QQQQQ

Avg

QQQQ

+Avg -Avg +Avg

QQQ QQQ

7.4 5.5 3.5 3.3 4.3

5 12 28 43 60 2.1 2.94 (80)

3.7 3.3 3.4 2.9 3.8 89 83 39 64 78 2.0 1.98 (78)

Low

QQQQ

Fidelity Total Bond FTBFX

7.6 6.2 4.0 3.8 5.2

4 5 12 22 19 2.5 2.85 (74)

+Avg +Avg +Avg +Avg -Avg High -Avg +Avg +Avg High +Avg -Avg Avg -Avg Avg Avg -Avg +Avg Avg

QQQ

Fidelity US Bond Index Investor FBIDX Harbor Bond Institutional HABDX Harbor Real Return Instl HARRX

— CI

4.9 4.2 3.3 2.7 4.3 61 56 44 74 62 1.9 2.84 (99) 5.3 4.7 3.1 3.7 5.5 48 36 55 26 10 2.2 2.96 (73) 6.9 5.5 1.4 1.2 4.3 26 32 35 20 9 0.1 4.76 (57) 4.7 3.7 3.0 3.6 5.6 66 74 59 31 7 2.4 2.45 (93)

QQQQ QQQQ QQQQ

— IP

Janus Flexible Bond T JAFIX

CI [QQ

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

7.5 5.1 2.0 3.6 5.7

5 24 91 30 6 2.2 4.47 (16)

QQQQQ QQQQQ

4.4 3.8 3.2 4.4 6.1 77 70 52 7 3 1.4 2.28 (97)

7.7

9.2 7.8 5.7 6.2

38 33 15 8 8 2.8 4.01 (71)

CS [QQQ

PIMCO Low Duration D PLDDX PIMCO Real Return D PRRDX

1.7 1.6 0.9 1.6 3.3 75 59 70 45 24 0.3 1.27 (10) 6.8 5.1 1.2 1.1 4.2 28 46 47 28 14 -1.1 4.82 (61)

QQQQ

UB [QQQQ

2.1

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

1.8 2.0 1.2 1.5

15 12 8 15 10 0.8 1.06 (16)

QQQQ QQQQ

CI CI

4.6 4.3 3.0 3.8 5.9 71 49 63 22 5 2.0 3.03 (73) 5.9 4.1 2.6 3.8 6.7 28 58 77 20 1 1.1 2.28 (50) 7.9 6.8 4.9 4.9 5.6 60 54 32 39 47 2.5 3.87 (80) 2.9 2.7 2.6 2.1 4.1 59 40 34 34 26 1.5 1.89 (59) 5.0 4.3 3.4 3.0 4.8 56 51 39 58 37 1.9 2.59 (95) 1.9 1.6 1.1 1.2 2.7 63 60 61 67 48 1.1 0.83 (49) 4.0 3.6 3.4 5.1 6.8 85 77 35 2 1 2.2 2.08 (89)

QQQ

— TW

— GI ]QQQQ

T. Rowe Price GNMA PRGMX

´ ˇ ´ ˇ

QQQ QQQ

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

QQQQQ

CI CI GI

QQQQ QQQQ QQQQ

USAA Income USAIX

8.0 6.5 4.0 4.0 5.3

3 3 12 15 15 2.8 2.9 (78)

Œ Œ

Vanguard GNMA Inv VFIIX

3.5 3.6 3.3 2.5 4.6 21 4 4 10 12 2.0 2.07 (70)

Avg

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

6.9 5.7 2.0 1.3 4.2 26 26 14 15 17 -0.2 4.22 (73) 6.3 5.4 4.3 3.8 5.8 19 15 7 21 5 2.1 3.86 (97) 6.4 5.8 4.4 4.3 5.6 83 75 48 65 46 2.3 2.94 (92)

Avg

QQQQQ

— CI

High -Avg High High

„

QQQ

QQQQ

— GI

4.0 3.2 2.7 2.1 4.7

7 14 27 31 9 1.2 3.41 (85) 8 5 1 5 10 3.5 7.55 (84)

„

QQQQQ

12.4 11.5

6.5

8.8

7.4

QQQQ QQQQ QQQQ QQQQ

9.0

— GL

10.2 9.0

5.1 7.3 39 29 34 35 45 2.2 11.04 (86)

Avg

„ „ „

CS GS CS

2.4 1.9 1.4 1.4 3.1 45 43 36 59 29 1.2 1.3 (79) 1.9 1.6 1.2 1.0 2.8 19 12 25 23 23 1.0 0.98 (72) 3.6 3.2 2.1 2.3 3.4 15 12 9 15 20 1.6 1.17 (68)

+Avg

Avg Avg Avg

QQQ

1.6 1.1

0.7

— GS

0.8

2.4 39 37 49 46 40 0.7 1.01 (64)

0.3

— IP

2.9 2.5

— — 95 95 86 — — -0.7 1.74 (29)

Low

„ „ „

QQQ

CI CI CI

5.1 4.4 3.4 2.8 4.6 52 44 36 69 46 2.0 2.82 (99) 6.3 5.6 4.6 4.0 5.2 18 10 4 15 17 2.0 2.78 (89) 6.7 6.0 4.9 4.7 5.8 12 5 3 4 5 2.6 3.0 (79)

+Avg +Avg +Avg

QQQQ

QQQQQ

High-Yield Bond

— 11.7 7.0 3.1 5.9 6.0 — — — — — — 5.46 (3) —

„ QQQ ˇ QQQQ „ QQQQQ

Eaton Vance Income Fund of Boston A EVIBX

11.0 7.0 4.0 6.3 6.4 66 52 21 35 35 4.3 4.68 (5)

-Avg High +Avg

16.1

3.4

8.6 7.6

Fairholme Focused Income FOCIX Fidelity Capital & Income FAGIX BarCap US Agg Bond TR USD BofAML US HY Master II TR

3.8 5.3

— 4 95 31 1 — — 10.98 (1) 89 83 2 7 2 4.0 6.16 (1) 7.7

8.6 5.4

4.8 4.2 3.5 2.8 4.5 15.7 10.2 4.5 7.1 7.5

Legend