Broker Check


Portfolio 20

Year

Performance %

 

Holding

Allocation %

# of Holdings

1994

-1.38

 

US Large Company

4

500

1995

12.97

 

US Large Company Value

4

211

1996

8.39

 

US Small Company

2

2,700

1997

7.83

 

US Small Company Value

2

1,525

1998

5.99

 

Real Estate

2

105

1999

6.08

 

International Large Company

1.5

1,289

2000

4.77

 

International Large Company Value

1.5

532

2001

4.04

 

International Small Company

1

4,640

2002

3.14

 

International Small Company Value

1

2,174

2003

9.63

 

Emerging Markets

1

723

2004

4.99

 

One-Year Fixed Income

20

118

2005

2.86

 

Two-Year Global Fixed Income

20

123

2006

7.34

 

Five-Year Fixed Income

20

18

2007

3.57

 

Five-Year Global Fixed Income

20

116

2008

-4.67

 

Total

100

14,774

2009

7.95

 

 

 

 

2010

5.88

 

91 year Annualized* (all data)

5.46%

 

2011

-0.03

 

91 year Standard Deviation (all data)

5.71

 

2012

4.65

 

Best Return in 91 yrs (all data)

21.39%

1982

2013

5.21

 

Worst Return in 91 yrs (all data)

-11.25%

1931

2014

1.56

 

# of Positive years (all data)

77

 

2015

-0.62

 

# of Negative years (all data)

14

 

2016

2.98

 

 

 

 

2017

3.91

 

 

 

 

2018

-1.78

 

*Annualized returns are thru latest calendar year.

 

YTD**

4.02

 

**YTD thru June 30, 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.