Broker Check


Portfolio 30

Year

Performance %

Holding

Allocation %

# of Holdings

1995

14.29

US Large Company

6

500

1996

9.47

US Large Company Value

6

211

1997

8.82

US Small Company

3

2,700

1998

6.14

US Small Company Value

3

1,525

1999

7.44

Real Estate

3

105

2000

4.23

International Large Company

2.25

1,289

2001

3.36

International Large Company Value

2.25

532

2002

1.19

International Small Company

1.5

4,640

2003

13.70

International Small Company Value

1.5

2,174

2004

6.97

Emerging Markets

1.5

723

2005

3.86

One-Year Fixed Income

17.5

118

2006

9.21

Two-Year Global Fixed Income

17.5

123

2007

3.18

Five-Year Fixed Income

17.5

18

2008

-9.17

Five-Year Global Fixed Income

17.5

116

2009

11.11

Total

100

14,774

2010

7.64

2011

-0.71

92 year Annualized* (all data)

6.29%

2012

6.34

92 year Standard Deviation (all data)

7.53

2013

8.22

Best Return in 92 yrs (all data)

26.31%

1933

2014

2.15

Worst Return in 92 yrs (all data)

-16.17%

1931

2015

-0.92

# of Positive years (all data)

73

2016

4.30

# of Negative years (all data)

19

2017

5.72

2018

-3.10

2019

8.50

*Annualized returns are thru latest calendar year.

YTD**

-4.45

**YTD thru June 30, 2020


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.