Broker Check

This table contains the annual returns for our 10 investment models dating back to 1928. The number in the top row represents the percentage of stocks in each portfolio. For example, "60" represents our Portfolio 60 and is comprised of 60% stocks and 40% bonds. The Annualized Return, Standard Deviation, and Growth of $1 (1928 to present) are listed at the bottom of the table. This table is an excellent tool for comparing the risk and return for different investment allocations.  

© 2022. All rights reserved. Data compiled by Performance Investment Group (www.performanceig.com

0

100

90

80

70

60

50

40

30 (CCB)

20

10

1928

36.49

32.96

29.44

25.92

22.40

18.88

15.36

11.84

8.31

4.80

1929

-18.76

-16.42

-14.09

-11.76

-9.42

-7.09

-4.76

-2.42

-0.09

2.25

1930

-34.10

-30.31

-26.53

-22.74

-18.95

-15.16

-11.38

-7.59

-3.80

-0.01

1931

-50.61

-45.69

-40.77

-35.85

-30.93

-26.01

-21.09

-16.17

-11.25

-6.33

1932

-10.58

-9.11

-7.65

-6.18

-4.71

-3.25

-1.78

-0.32

1.15

2.61

1933

87.09

78.40

69.72

61.04

52.36

43.68

34.99

26.31

17.63

8.95

1934

0.10

0.47

0.84

1.21

1.58

1.95

2.32

2.68

3.05

3.42

1935

47.18

42.73

38.29

33.85

29.41

24.97

20.53

16.09

11.65

7.21

1936

46.47

41.90

37.34

32.77

28.21

23.64

19.08

14.51

9.95

5.38

1937

-42.59

-38.32

-34.05

-29.78

-25.50

-21.23

-16.96

-12.69

-8.41

-4.14

1938

30.41

27.60

24.78

21.97

19.16

16.35

13.54

10.73

7.92

5.11

1939

-3.08

-2.62

-2.17

-1.71

-1.26

-0.81

-0.35

0.10

0.56

1.01

1940

-7.48

-6.66

-5.85

-5.03

-4.22

-3.40

-2.59

-1.77

-0.96

-0.14

1941

-8.52

-7.72

-6.92

-6.12

-5.33

-4.53

-3.73

-2.93

-2.13

-1.33

1942

23.14

20.85

18.57

16.28

14.00

11.72

9.43

7.15

4.87

2.58

1943

42.44

38.27

34.11

29.94

25.77

21.61

17.44

13.27

9.11

4.94

1944

33.00

29.73

26.45

23.18

19.91

16.63

13.36

10.09

6.82

3.54

1945

49.35

44.47

39.58

34.69

29.80

24.91

20.02

15.13

10.24

5.35

1946

-9.51

-8.57

-7.63

-6.69

-5.75

-4.81

-3.87

-2.93

-1.99

-1.05

1947

3.39

3.04

2.69

2.34

2.00

1.65

1.30

0.95

0.61

0.26

1948

-0.90

-0.75

-0.61

-0.47

-0.32

-0.18

-0.04

0.11

0.25

0.39

1949

17.90

16.21

14.51

12.81

11.11

9.41

7.72

6.02

4.32

2.62

1950

41.14

37.04

32.94

28.84

24.75

20.65

16.55

12.45

8.36

4.26

1951

16.63

14.98

13.33

0.35

10.03

8.38

6.73

5.08

3.43

1.78

1952

12.97

11.76

10.54

9.33

8.11

6.90

5.96

4.48

3.27

2.05

1953

-4.92

-4.25

-3.59

-2.92

-2.26

-1.59

-0.93

-0.26

0.40

1.07

1954

57.84

52.16

46.47

40.78

35.10

29.41

23.73

18.04

12.35

6.67

1955

24.70

22.19

19.69

17.18

14.68

12.18

9.67

7.17

4.66

2.16

1956

5.81

5.25

4.69

4.13

3.58

3.02

2.46

1.90

1.34

0.78

1957

-15.27

-13.28

-11.28

-9.28

-7.29

-5.29

-3.29

-1.30

0.70

2.70

1958

54.00

48.53

43.06

37.59

32.13

26.66

21.19

15.72

10.25

4.78

1959

13.36

12.08

10.79

9.50

8.22

6.93

5.64

4.36

3.07

1.78

1960

-4.13

-3.07

-2.02

-0.97

0.09

1.14

2.19

3.25

4.30

5.36

1961

27.54

24.90

22.27

19.64

17.00

14.37

11.73

9.10

6.47

3.83

1962

-10.96

-9.53

-8.10

-6.67

-5.24

-3.81

-2.38

-0.94

0.49

1.92

1963

21.92

19.88

17.85

15.81

13.78

11.75

9.71

7.68

5.64

3.61

1964

17.99

16.52

15.04

13.57

12.09

10.62

9.14

7.67

6.19

4.72

1965

24.37

22.10

19.83

17.56

15.29

13.02

10.75

8.48

6.21

3.94

1966

-9.18

-7.79

-6.39

-4.99

-3.60

-2.20

-0.81

0.59

1.98

3.38

1967

46.89

42.42

37.95

33.48

29.01

24.54

20.07

15.60

11.13

6.66

1968

26.97

24.70

22.44

20.17

17.91

15.64

13.38

11.11

8.85

6.58

1969

-19.76

-17.55

-15.33

-13.12

-10.90

-8.69

-6.47

-4.26

-2.04

0.18

1970

-1.49

-0.06

1.38

2.81

4.24

5.68

7.11

8.54

9.98

11.41

1971

20.94

19.48

18.03

16.57

15.11

13.66

12.20

10.74

9.28

7.83

1972

20.02

18.41

16.79

15.18

13.56

11.95

10.34

8.72

7.11

5.49

1973

-19.96

-17.46

-14.97

-12.48

-9.99

-7.50

-5.01

-2.51

-0.02

2.47

1974

-25.14

-21.98

-18.83

-15.67

-12.52

-9.36

-6.21

-3.05

0.10

3.26

1975

45.69

41.80

37.91

34.03

30.14

26.25

22.36

18.48

14.59

10.70

1976

34.45

31.88

29.32

26.75

24.19

21.62

19.06

16.49

13.93

11.36

1977

14.41

13.21

12.01

10.80

9.60

8.40

7.20

5.99

4.79

3.59

1978

18.62

17.17

15.72

14.27

12.82

11.37

9.91

8.46

7.01

5.56

1979

22.16

20.54

18.91

17.29

15.67

14.05

12.42

10.80

9.18

7.56

1980

26.23

24.22

22.21

20.21

18.20

16.19

14.18

12.17

10.16

8.15

1981

5.52

6.08

6.65

7.22

7.78

8.35

8.92

9.48

10.05

10.62

1982

17.37

17.87

18.37

18.88

19.38

19.88

20.38

20.88

21.39

21.89

1983

30.80

28.45

26.11

23.77

21.43

19.09

16.75

14.41

12.07

9.72

1984

6.86

7.42

7.98

8.55

9.11

9.67

10.23

10.79

11.35

11.91

1985

36.61

34.55

32.48

30.42

28.36

26.29

24.23

22.17

20.10

18.04

1986

28.93

27.31

25.70

24.08

22.46

20.84

19.22

17.60

15.98

14.36

1987

10.18

9.91

9.64

9.37

9.11

8.84

8.57

8.30

8.03

7.76

1988

24.07

22.17

20.26

18.36

16.46

14.55

12.65

10.75

8.84

6.94

1989

22.09

20.67

19.25

17.83

16.42

15.00

13.58

12.16

10.75

9.33

1990

-16.09

-13.48

-10.87

-8.25

-5.64

-3.02

-0.41

2.21

4.82

7.44

1991

28.87

27.10

25.33

23.56

21.79

20.02

18.24

16.47

14.70

12.93

1992

6.39

6.30

6.21

6.13

6.04

5.96

5.87

5.78

5.70

5.61

1993

27.27

25.20

23.14

21.07

19.01

16.94

14.88

12.81

10.75

8.68

1994

0.81

0.54

0.27

0.01

-0.28

-0.55

-0.83

-1.10

-1.38

-1.65

1995

23.49

22.18

20.86

19.55

18.23

16.92

15.60

14.29

12.97

11.66

1996

16.98

15.91

14.83

13.76

12.69

11.61

10.54

9.47

8.39

7.32

1997

15.79

14.79

13.80

12.80

11.81

10.81

9.82

8.82

7.83

6.83

1998

7.20

7.05

6.90

6.74

6.59

6.44

6.29

6.14

5.99

5.84

1999

16.96

15.60

14.24

12.88

11.52

10.16

8.80

7.44

6.08

4.72

2000

0.44

0.98

1.52

2.06

2.60

3.15

3.69

4.23

4.77

5.31

2001

-1.40

-0.72

-0.04

0.64

1.32

2.00

2.68

3.36

4.04

4.72

2002

-12.48

-10.52

-8.57

-6.62

-4.67

-2.72

-0.76

1.19

3.14

5.09

2003

42.20

38.13

34.06

29.99

25.92

21.85

17.78

13.70

9.63

5.56

2004

20.88

18.89

16.91

14.92

12.93

10.95

8.96

6.97

4.99

3.00

2005

10.83

9.83

8.84

7.84

6.85

5.85

4.85

3.86

2.86

1.87

2006

22.27

20.40

18.54

16.67

14.80

12.94

11.07

9.21

7.34

5.48

2007

0.42

0.82

1.21

1.60

2.00

2.39

2.78

3.18

3.57

3.96

2008

-40.65

-36.16

-31.66

-27.16

-22.66

-18.17

-13.67

-9.17

-4.67

-0.18

2009

33.28

30.11

26.94

23.78

20.61

17.45

14.28

11.11

7.95

4.78

2010

19.94

18.18

16.42

14.67

12.91

11.15

9.39

7.64

5.88

4.12

2011

-5.91

-5.17

-4.43

-3.69

-2.94

-2.20

-1.46

-0.71

-0.03

0.77

2012

18.12

16.44

14.76

13.07

11.39

9.71

8.02

6.34

4.65

2.97

2013

29.29

26.28

23.27

20.26

17.25

14.24

11.23

8.22

5.21

2.20

2014

6.26

5.67

5.08

4.50

3.91

3.32

2.74

2.15

1.56

0.98

2015

-2.99

-2.70

-2.40

-2.10

-1.81

-1.51

-1.21

-0.92

-0.62

-0.33

2016

13.54

12.22

10.90

9.58

8.26

6.94

5.62

4.30

2.98

1.66

2017

18.38

16.57

14.76

12.95

11.14

9.34

7.53

5.72

3.91

2.10

2018

-12.33

-11.01

-9.70

-8.37

-7.06

-5.74

-4.42

-3.10

-1.78

-0.46

2019

23.26

21.15

19.04

16.93

14.82

12.71

10.60

8.50

6.39

4.28

2020

5.24

4.72

4.20

3.68

3.17

2.65

2.13

1.61

1.09

0.57

2021

25.76

23.03

20.31

17.58

14.85

12.12

9.39

6.67

3.94

1.21

2022











S&P 500

30 dayT-Bill

US CPI

43.61

3.23

-0.96

-8.41

4.74

0.21

-24.90

2.43

-6.03

-43.35

1.09

-9.52

-8.20

0.95

-10.30

53.97

0.30

0.51

-1.43

0.18

2.03

47.66

0.14

3.00

33.92

0.19

1.21

-35.02

0.29

3.10

31.14

-0.04

-2.78

-0.42

0.01

-0.48

-9.78

-0.02

0.96

-11.58

0.04

9.72

20.33

0.28

9.30

25.91

0.35

3.18

19.73

0.33

2.12

36.41

0.32

2.25

-8.07

0.36

18.16

5.70

0.50

9.01

5.51

0.81

2.71

18.79

1.12

-1.81

31.74

1.22

5.80

24.02

1.49

5.87

18.35

1.65

0.89

-0.98

1.83

0.64

52.62

0.86

-0.50

31.54

1.57

0.36

6.56

2.47

2.86

-10.79

3.15

3.02

43.37

1.53

1.77

11.98

2.97

1.51

0.46

2.67

1.48

26.89

2.12

0.67

-8.73

2.72

1.21

22.78

3.11

1.66

16.51

3.53

1.21

12.45

3.92

1.94

-10.05

4.75

3.35

23.99

4.20

3.04

11.08

5.22

4.72

-8.49

6.57

6.10

4.03

6.52

5.48

14.32

4.39

3.36

18.98

3.84

3.42

-14.67

6.93

8.78

-26.46

8.01

12.20

37.21

5.80

7.01

23.85

5.08

4.82

-7.18

5.13

6.77

6.57

7.20

9.03

18.42

10.38

13.32

32.41

11.26

12.41

-4.91

14.71

8.94

21.41

10.53

3.87

22.51

8.80

3.80

6.27

9.78

4.02

32.17

7.73

3.77

18.47

6.15

1.14

5.23

5.46

4.41

16.81

6.36

4.42

31.49

8.38

4.64

-3.10

7.82

6.10

30.47

5.60

3.07

7.62

3.50

3.03

10.07

2.90

2.75

1.32

3.91

2.67

37.58

5.60

2.67

22.96

5.20

3.33

33.36

5.25

1.70

28.58

4.85

1.60

21.04

4.69

2.68

-9.10

5.88

3.38

-11.89

3.85

1.55

-22.10

1.63

2.39

28.69

1.02

1.88

10.88

1.19

3.25

4.91

2.98

3.42

15.80

4.81

2.55

5.49

4.67

4.09

-37.00

1.69

0.09

26.46

0.10

2.72

15.06

0.11

1.50

2.11

0.04

3.22

16.00

0.07

2.18

32.39

0.05

1.50

13.69

0.03

0.76

1.38

0.04

0.73

11.96

0.20

2.07

21.83

0.80

2.11

-4.38

1.81

1.91

31.49

2.14

2..29

18.40

0.44

1.36

28.71

0.04

7.34





Annualized

10.63%

10.17%

9.66%

8.96%

8.45%

7.77%

7.04%

6.25%

5.41%

4.51%

Std Dev

23.11

20.80

18.49

16.23

13.94

11.70

9.53

7.47

5.64

4.36

Growth of $1

$13,315 

$9,018

$5,790

$3,176

$2,052

$1,133

$596

$297

$141

$63


10.19%

3.26%

19.67

3.12

$9,173

$20

3.01

3.96

$16



Reduced by 0.8% per year


9.38%

2.46%

19.67

3.12

$4,563

$10

Disclosures:

All Portfolio returns are net of all fees and include the reinvestment of dividends and capital gains. The returns include a deduction of 0.8% annual investment advisory fee which is the maximum fee Performance Investment Group charges. Your fee may be less depending on the amount you have invested.

The models are comprised of institutional index funds from Dimensional Fund Advisors and the returns reflect the market conditions of the time period for which the results are for. Past performance is no guarantee of future results.

Annualized returns, standard deviation, and growth of $1 are all calculated from 1928 to present which is all available data.