Broker Check


Portfolio 30

Year

Performance %

Holding

Allocation %

# of Holdings

1997

8.82

US Large Company

6

500

1998

6.14

US Large Company Value

6

211

1999

7.44

US Small Company

3

2,700

2000

4.23

US Small Company Value

3

1,525

2001

3.36

Real Estate

3

105

2002

1.19

International Large Company

2.25

1,289

2003

13.70

International Large Company Value

2.25

532

2004

6.97

International Small Company

1.5

4,640

2005

3.86

International Small Company Value

1.5

2,174

2006

9.21

Emerging Markets

1.5

723

2007

3.18

One-Year Fixed Income

17.5

118

2008

-9.17

Two-Year Global Fixed Income

17.5

123

2009

11.11

Five-Year Fixed Income

17.5

18

2010

7.64

Five-Year Global Fixed Income

17.5

116

2011

-0.71

Total

100

14,774

2012

6.34

2013

8.22

94 year Annualized* (all data)

6.25%

2014

2.15

94 year Standard Deviation (all data)

7.47

2015

-0.92

Best Return in 94 yrs (all data)

26.31%

1933

2016

4.30

Worst Return in 94 yrs (all data)

-16.17%

1931

2017

5.72

# of Positive years (all data)

75

2018

-3.10

# of Negative years (all data)

19

2019

8.50

2020

1.61

2021

6.67

*Annualized returns are thru latest calendar year.

YTD**

-7.77

**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.