Broker Check


Portfolio 100

Year

Performance %

Holding

Allocation %

# of Holdings

1996

16.98

US Large Company

20

500

1997

15.79

US Large Company Value

20

211

1998

7.20

US Small Company

10

2,700

1999

16.96

US Small Company Value

10

1,525

2000

0.44

Real Estate

10

105

2001

-1.40

International Large Company

7.5

1,289

2002

-12.48

International Large Company Value

7.5

532

2003

42.20

International Small Company

5

4,640

2004

20.88

International Small Company Value

5

2,174

2005

10.83

Emerging Markets

5

723

2006

22.27

One-Year Fixed Income

0

N/A

2007

0.42

Two-Year Global Fixed Income

0

N/A

2008

-40.65

Five-Year Fixed Income

0

N/A

2009

33.28

Five-Year Global Fixed Income

0

N/A

2010

19.94

Total

100

14,399

2011

-5.91

2012

18.12

93 year Annualized* (all data)

10.48%

2013

29.29

93 year Standard Deviation (all data)

23.20

2014

6.26

Best Return in 93 yrs (all data)

87.09%

1933

2015

-2.99

Worst Return in 93 yrs (all data)

-50.61%

1931

2016

13.54

# of Positive years (all data)

67

2017

18.38

# of Negative years (all data)

26

2018

-12.33

2019

23.26

2020

5.24

*Annualized returns are thru latest calendar year.

YTD**

11.66

**YTD thru March 31, 2021


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.