Portfolio 10 | |||||
Year | Performance % | Holding | Allocation % | # of Holdings | |
1995 | 11.66 | US Large Company | 2 | ||
1996 | 7.32 | US Large Company Value | 2 | ||
1997 | 6.83 | US Small Company | 1 | ||
1998 | 5.84 | US Small Company Value | 1 | ||
1999 | 4.72 | Real Estate | 1 | ||
2000 | 5.31 | International Large Company | 0.75 | ||
2001 | 4.72 | International Large Company Value | 0.75 | ||
2002 | 5.09 | International Small Company | 0.5 | ||
2003 | 5.56 | International Small Company Value | 0.5 | ||
2004 | 3.00 | Emerging Markets | 0.5 | ||
2005 | 1.87 | One-Year Fixed Income | 22.5 | ||
2006 | 5.48 | Two-Year Global Fixed Income | 22.5 | ||
2007 | 3.96 | Five-Year Fixed Income | 22.5 | ||
2008 | -0.18 | Five-Year Global Fixed Income | 22.5 | ||
2009 | 4.78 | Total | 100 | 14,774 | |
2010 | 4.12 | ||||
2011 | 0.77 | 92 year Annualized* (all data) | 4.59% | ||
2012 | 2.97 | 92 year Standard Deviation (all data) | 4.37 | ||
2013 | 2.20 | Best Return in 92 yrs (all data) | 21.89% | 1982 | |
2014 | 0.98 | Worst Return in 92 yrs (all data) | -6.33% | 1931 | |
2015 | -0.33 | # of Positive years (all data) | 82 | ||
2016 | 1.66 | # of Negative years (all data) | 10 | ||
2017 | 2.10 | ||||
2018 | -0.46 | ||||
2019 | 4.28 | *Annualized returns are thru latest calendar year. | |||
YTD** | -0.95 | **YTD thru September 30, 2020 | |||
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