450-451 / 537
ABC Company Retirement Plan
Performance vs Category and Index
Security Name
Ticker
QTR YTD 1Yr
3Yr
5Yr 10Yr
2016 2015 2014 2013 2012
Bonds
American Century Inflation Adjs Bond Inv
ACITX -0.41 0.89 -0.42 0.24 -0.21 3.92 4.72 -2.15 2.67 -9.12 6.68
Morningstar Inflation-Protected Bond
-0.49 0.68 0.09 -0.01 -0.17 3.33 4.50 -2.28 1.96 -7.51 6.28
Rank in Category
28
31
54 35 55 28 33
51 42 72
37
BM Index - BBgBarc US Trsy Infl Note 1-10Y TR USD
-0.40 0.65 -0.26 0.35 0.28 3.57 4.01 -0.52 0.91 -5.58 5.04
PIMCO Total Return Admin
PTRAX 1.74 3.33 1.91 2.32 2.50 5.68 2.34 0.48 4.43 -2.17 10.08
Morningstar Intermediate-Term Bond
1.49 2.57 0.94 2.22 2.45 4.30 3.24 -0.19 5.34 -1.44 6.64
Rank in Category
22
13 22 45 46
5
74
26 80 69
6
BM Index - BBgBarc US Agg Bond TR USD
1.45 2.27 -0.31 2.48 2.21 4.48 2.65 0.55 5.97 -2.02 4.21
Vanguard Total Bond Market Index Adm
VBTLX 1.48 2.40 -0.44 2.43 2.13 4.45 2.60 0.40 5.89 -2.15 4.15
Morningstar Intermediate-Term Bond
1.49 2.57 0.94 2.22 2.45 4.30 3.24 -0.19 5.34 -1.44 6.64
Rank in Category
50 59 84 38 65 49 64
30 32 69 84
BM Index - BBgBarc US Agg Bond TR USD
1.45 2.27 -0.31 2.48 2.21 4.48 2.65 0.55 5.97 -2.02 4.21
Prudential High-Yield Q
PHYQX 2.20 5.02 12.45 4.90 6.94 7.20 15.61 -2.68 2.95 7.15 14.45
Morningstar High Yield Bond
1.74 4.09 10.78 3.02 5.70 6.05 13.31 -3.94 1.33 6.95 14.62
Rank in Category
17
15
24
4 12 11 20
36
16
37 55
BM Index - BBgBarc US Corporate High Yield TR USD
2.17 4.93 12.70 4.48 6.89 7.67 17.13 -4.47 2.45 7.44 15.81
AB Global Bond Advisor
ANAYX 1.37 2.22 1.99 3.74 3.62 5.26 5.77 0.66 7.37 -1.88 7.35
Morningstar World Bond
2.08 4.42 1.89 0.31 1.72 4.02 3.79 -4.01 1.88 -2.11 8.53
Rank in Category
64 80 43
7
15 20 25
5
9 42
57
BM Index - BBgBarc Global Aggregate TR USD
2.60 4.41 -2.18 -0.35 0.78 3.69 2.09 -3.15 0.59 -2.60 4.32
Balanced / Lifestyle / Asset Allocation
American Funds American Balanced R6
RLBGX 2.43 6.84 10.73 7.26 10.96 6.87 8.90 2.03 9.22 22.12 14.57
Morningstar Allocation--50% to 70% Equity
2.35 6.30 10.67 4
.00 7.97 4.89 7.49 -2.06 6.16 16.72 11.99
Rank in Category
52 35 48
2
3
5
21
3
17
8
6
BM Index - DJ Moderate TR USD
2.72 7.27 10.35 4.36 7.87 5.22 7.67 -1.21 5.35 14.46 11.24
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.