Broker Check


Portfolio 10

Year

Performance %

Holding

Allocation %

# of Holdings

1997

6.83

US Large Company

2

500

1998

5.84

US Large Company Value

2

211

1999

4.72

US Small Company

1

2,700

2000

5.31

US Small Company Value

1

1,525

2001

4.72

Real Estate

1

105

2002

5.09

International Large Company

0.75

1,289

2003

5.56

International Large Company Value

0.75

532

2004

3.00

International Small Company

0.5

4,640

2005

1.87

International Small Company Value

0.5

2,174

2006

5.48

Emerging Markets

0.5

723

2007

3.96

One-Year Fixed Income

22.5

118

2008

-0.18

Two-Year Global Fixed Income

22.5

123

2009

4.78

Five-Year Fixed Income

22.5

18

2010

4.12

Five-Year Global Fixed Income

22.5

116

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**

-3.14

**YTD thru March 31, 2022


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.