Broker Check


Portfolio 40

Year

Performance %

Holding

Allocation %

# of Holdings

1994

-0.83

US Large Company

8

500

1995

15.60

US Large Company Value

8

211

1996

10.54

US Small Company

4

2,700

1997

9.82

US Small Company Value

4

1,525

1998

6.29

Real Estate

4

105

1999

8.80

International Large Company

3

1,289

2000

3.69

International Large Company Value

3

532

2001

2.68

International Small Company

2

4,640

2002

-0.76

International Small Company Value

2

2,174

2003

17.78

Emerging Markets

2

723

2004

8.96

One-Year Fixed Income

15

118

2005

4.85

Two-Year Global Fixed Income

15

123

2006

11.07

Five-Year Fixed Income

15

18

2007

2.78

Five-Year Global Fixed Income

15

116

2008

-13.67

Total

100

14,774

2009

14.28

2010

9.39

91 year Annualized* (all data)

7.03%

2011

-1.46

91 year Standard Deviation (all data)

9.66

2012

8.02

Best Return in 91 yrs (all data)

34.99%

1933

2013

11.23

Worst Return in 91 yrs (all data)

-21.09%

1931

2014

2.74

# of Positive years (all data)

67

2015

-1.21

# of Negative years (all data)

24

2016

5.62

2017

7.53

2018

-4.42

*Annualized returns are thru latest calendar year.

YTD**

6.49

**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.