Portfolio 50 | |||||
Year | Performance % | Holding | Allocation % | # of Holdings | |
1997 | 10.81 | US Large Company | 10 | 500 | |
1998 | 6.44 | US Large Company Value | 10 | 211 | |
1999 | 10.16 | US Small Company | 5 | 2,700 | |
2000 | 3.15 | US Small Company Value | 5 | 1,525 | |
2001 | 2.00 | Real Estate | 5 | 105 | |
2002 | -2.72 | International Large Company | 3.75 | 1,289 | |
2003 | 21.85 | International Large Company Value | 3.75 | 532 | |
2004 | 10.95 | International Small Company | 2.5 | 4,640 | |
2005 | 5.85 | International Small Company Value | 2.5 | 2,174 | |
2006 | 12.94 | Emerging Markets | 2.5 | 723 | |
2007 | 2.39 | One-Year Fixed Income | 12.5 | 118 | |
2008 | -18.17 | Two-Year Global Fixed Income | 12.5 | 123 | |
2009 | 17.45 | Five-Year Fixed Income | 12.5 | 18 | |
2010 | 11.15 | Five-Year Global Fixed Income | 12.5 | 116 | |
2011 | -2.20 | Total | 100 | 14,774 | |
2012 | 9.71 | ||||
2013 | 14.24 | 94 year Annualized* (all data) | 7.77% | ||
2014 | 3.32 | 94 year Standard Deviation (all data) | 11.70 | ||
2015 | -1.51 | Best Return in 94 yrs (all data) | 43.68% | 1933 | |
2016 | 6.94 | Worst Return in 94 yrs (all data) | -26.01% | 1931 | |
2017 | 9.34 | # of Positive years (all data) | 70 | ||
2018 | -5.74 | # of Negative years (all data) | 24 | ||
2019 | 12.71 | ||||
2020 | 2.65 | ||||
2021 | 12.12 | *Annualized returns are thru latest calendar year. | |||
YTD** | -13.79 | **YTD thru September 30, 2022 | |||
All returns are reduced by 0.8% per year which represents the largest fee Performance | |||||
