Broker Check


Portfolio 20

Year

Performance %

 

Holding

Allocation %

# of Holdings

1997

7.83

 

US Large Company

4

500

1998

5.99

 

US Large Company Value

4

211

1999

6.08

 

US Small Company

2

2,700

2000

4.77

 

US Small Company Value

2

1,525

2001

4.04

 

Real Estate

2

105

2002

3.14

 

International Large Company

1.5

1,289

2003

9.63

 

International Large Company Value

1.5

532

2004

4.99

 

International Small Company

1

4,640

2005

2.86

 

International Small Company Value

1

2,174

2006

7.34

 

Emerging Markets

1

723

2007

3.57

 

One-Year Fixed Income

20

118

2008

-4.67

 

Two-Year Global Fixed Income

20

123

2009

7.95

 

Five-Year Fixed Income

20

18

2010

5.88

 

Five-Year Global Fixed Income

20

116

2011

-0.03

 

Total

100

14,774

2012

4.65

 

 

 

 

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

 

 

 

 

2020

1.09

 

 

 

 

2021

3.94

 

*Annualized returns are thru latest calendar year.

 

YTD**

-3.13

 

**YTD thru March 31, 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.