Portfolio 20 | |||||
Year | Performance % |
| Holding | Allocation % | # of Holdings |
1997 | 7.83 |
| US Large Company | 4 | |
1998 | 5.99 |
| US Large Company Value | 4 | |
1999 | 6.08 |
| US Small Company | 2 | |
2000 | 4.77 |
| US Small Company Value | 2 | |
2001 | 4.04 |
| Real Estate | 2 | |
2002 | 3.14 |
| International Large Company | 1.5 | |
2003 | 9.63 |
| International Large Company Value | 1.5 | |
2004 | 4.99 |
| International Small Company | 1 | |
2005 | 2.86 |
| International Small Company Value | 1 | |
2006 | 7.34 |
| Emerging Markets | 1 | |
2007 | 3.57 |
| One-Year Fixed Income | 20 | |
2008 | -4.67 |
| Two-Year Global Fixed Income | 20 | |
2009 | 7.95 |
| Five-Year Fixed Income | 20 | |
2010 | 5.88 |
| Five-Year Global Fixed Income | 20 | |
2011 | -0.03 |
| Total | 100 | 14,774 |
2012 | 4.65 |
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2013 | 5.21 |
| 94 year Annualized* (all data) | 5.41% |
|
2014 | 1.56 |
| 94 year Standard Deviation (all data) | 5.64 |
|
2015 | -0.62 |
| Best Return in 94 yrs (all data) | 21.39% | 1982 |
2016 | 2.98 |
| Worst Return in 94 yrs (all data) | -11.25% | 1931 |
2017 | 3.91 |
| # of Positive years (all data) | 80 |
|
2018 | -1.78 |
| # of Negative years (all data) | 14 |
|
2019 | 6.39 |
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2020 | 1.09 |
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2021 | 3.94 |
| *Annualized returns are thru latest calendar year. |
| |
YTD** | -8.52 |
| **YTD thru September 30, 2022 | ||
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