Broker Check


Portfolio 100

Year

Performance %

Holding

Allocation %

# of Holdings

1994

0.81

US Large Company

20

500

1995

23.49

US Large Company Value

20

211

1996

16.98

US Small Company

10

2,700

1997

15.79

US Small Company Value

10

1,525

1998

7.20

Real Estate

10

105

1999

16.96

International Large Company

7.5

1,289

2000

0.44

International Large Company Value

7.5

532

2001

-1.40

International Small Company

5

4,640

2002

-12.48

International Small Company Value

5

2,174

2003

42.20

Emerging Markets

5

723

2004

20.88

One-Year Fixed Income

0

N/A

2005

10.83

Two-Year Global Fixed Income

0

N/A

2006

22.27

Five-Year Fixed Income

0

N/A

2007

0.42

Five-Year Global Fixed Income

0

N/A

2008

-40.65

Total

100

14,399

2009

33.28

2010

19.94

91 year Annualized* (all data)

10.40%

2011

-5.91

91 year Standard Deviation (all data)

23.42

2012

18.12

Best Return in 91 yrs (all data)

87.09%

1933

2013

29.29

Worst Return in 91 yrs (all data)

-50.61%

1931

2014

6.26

# of Positive years (all data)

65

2015

-2.99

# of Negative years (all data)

26

2016

13.54

2017

18.38

2018

-12.33

*Annualized returns are thru latest calendar year.

YTD**

11.53

**YTD thru March 31, 2019


All returns are reduced by 0.8% per year which represents the largest fee Performance
Investment Group charges. Past performance is no guarantee of future results.