Broker Check


Portfolio 100

Year

Performance %

Holding

Allocation %

# of Holdings

1995

23.49

US Large Company

20

500

1996

16.98

US Large Company Value

20

211

1997

15.79

US Small Company

10

2,700

1998

7.20

US Small Company Value

10

1,525

1999

16.96

Real Estate

10

105

2000

0.44

International Large Company

7.5

1,289

2001

-1.40

International Large Company Value

7.5

532

2002

-12.48

International Small Company

5

4,640

2003

42.20

International Small Company Value

5

2,174

2004

20.88

Emerging Markets

5

723

2005

10.83

One-Year Fixed Income

0

N/A

2006

22.27

Two-Year Global Fixed Income

0

N/A

2007

0.42

Five-Year Fixed Income

0

N/A

2008

-40.65

Five-Year Global Fixed Income

0

N/A

2009

33.28

Total

100

14,399

2010

19.94

2011

-5.91

92 year Annualized* (all data)

10.54%

2012

18.12

92 year Standard Deviation (all data)

23.31

2013

29.29

Best Return in 92 yrs (all data)

87.09%

1933

2014

6.26

Worst Return in 92 yrs (all data)

-50.61%

1931

2015

-2.99

# of Positive years (all data)

66

2016

13.54

# of Negative years (all data)

26

2017

18.38

2018

-12.33

2019

23.26

*Annualized returns are thru latest calendar year.

YTD**

23.26

**YTD thru December 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.