Portfolio 10 | |||||
Year | Performance % | Holding | Allocation % | # of Holdings | |
1997 | 6.83 | US Large Company | 2 | ||
1998 | 5.84 | US Large Company Value | 2 | ||
1999 | 4.72 | US Small Company | 1 | ||
2000 | 5.31 | US Small Company Value | 1 | ||
2001 | 4.72 | Real Estate | 1 | ||
2002 | 5.09 | International Large Company | 0.75 | ||
2003 | 5.56 | International Large Company Value | 0.75 | ||
2004 | 3.00 | International Small Company | 0.5 | ||
2005 | 1.87 | International Small Company Value | 0.5 | ||
2006 | 5.48 | Emerging Markets | 0.5 | ||
2007 | 3.96 | One-Year Fixed Income | 22.5 | ||
2008 | -0.18 | Two-Year Global Fixed Income | 22.5 | ||
2009 | 4.78 | Five-Year Fixed Income | 22.5 | ||
2010 | 4.12 | Five-Year Global Fixed Income | 22.5 | ||
2011 | 0.77 | Total | 100 | 14,774 | |
2012 | 2.97 | ||||
2013 | 2.20 | 94 year Annualized* (all data) | 4.51% | ||
2014 | 0.98 | 94 year Standard Deviation (all data) | 4.36 | ||
2015 | -0.33 | Best Return in 94 yrs (all data) | 21.89% | 1982 | |
2016 | 1.66 | Worst Return in 94 yrs (all data) | -6.33% | 1931 | |
2017 | 2.10 | # of Positive years (all data) | 84 | ||
2018 | -0.46 | # of Negative years (all data) | 10 | ||
2019 | 4.28 | ||||
2020 | 0.57 | ||||
2021 | 1.21 | *Annualized returns are thru latest calendar year. | |||
YTD** | -6.76 | **YTD thru September 30, 2022 | |||
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