Broker Check


Portfolio 100

Year

Performance %

Holding

Allocation %

# of Holdings

1997

15.79

US Large Company

20

500

1998

7.20

US Large Company Value

20

211

1999

16.96

US Small Company

10

2,700

2000

0.44

US Small Company Value

10

1,525

2001

-1.40

Real Estate

10

105

2002

-12.48

International Large Company

7.5

1,289

2003

42.20

International Large Company Value

7.5

532

2004

20.88

International Small Company

5

4,640

2005

10.83

International Small Company Value

5

2,174

2006

22.27

Emerging Markets

5

723

2007

0.42

One-Year Fixed Income

0

N/A

2008

-40.65

Two-Year Global Fixed Income

0

N/A

2009

33.28

Five-Year Fixed Income

0

N/A

2010

19.94

Five-Year Global Fixed Income

0

N/A

2011

-5.91

Total

100

14,399

2012

18.12

2013

29.29

94 year Annualized* (all data)

10.63%

2014

6.26

94 year Standard Deviation (all data)

23.11

2015

-2.99

Best Return in 94 yrs (all data)

87.09%

1933

2016

13.54

Worst Return in 94 yrs (all data)

-50.61%

1931

2017

18.38

# of Positive years (all data)

68

2018

-12.33

# of Negative years (all data)

26

2019

23.26

2020

5.24

2021

25.76

*Annualized returns are thru latest calendar year.

YTD**

-16.59

**YTD thru June 30, 2022


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.