Broker Check


Portfolio 10

Year

Performance %

Holding

Allocation %

# of Holdings

1996

7.32

US Large Company

2

500

1997

6.83

US Large Company Value

2

211

1998

5.84

US Small Company

1

2,700

1999

4.72

US Small Company Value

1

1,525

2000

5.31

Real Estate

1

105

2001

4.72

International Large Company

0.75

1,289

2002

5.09

International Large Company Value

0.75

532

2003

5.56

International Small Company

0.5

4,640

2004

3.00

International Small Company Value

0.5

2,174

2005

1.87

Emerging Markets

0.5

723

2006

5.48

One-Year Fixed Income

22.5

118

2007

3.96

Two-Year Global Fixed Income

22.5

123

2008

-0.18

Five-Year Fixed Income

22.5

18

2009

4.78

Five-Year Global Fixed Income

22.5

116

2010

4.12

Total

100

14,774

2011

0.77

2012

2.97

93 year Annualized* (all data)

4.55%

2013

2.20

93 year Standard Deviation (all data)

4.37

2014

0.98

Best Return in 93 yrs (all data)

21.89%

1982

2015

-0.33

Worst Return in 93 yrs (all data)

-6.33%

1931

2016

1.66

# of Positive years (all data)

82

2017

2.10

# of Negative years (all data)

10

2018

-0.46

2019

4.28

2020

0.57

*Annualized returns are thru latest calendar year.

YTD**

1.00

**YTD thru March 31, 2021


Returns listed above are net of all fees.  Listed returns have been reduced by 0.8% per year which represents
the larges fee Performance Investment Group charges. Past performance is no guarantee of future results.