Broker Check


Portfolio 50

Year

Performance %

Holding

Allocation %

# of Holdings

1996

11.61

US Large Company

10

500

1997

10.81

US Large Company Value

10

211

1998

6.44

US Small Company

5

2,700

1999

10.16

US Small Company Value

5

1,525

2000

3.15

Real Estate

5

105

2001

2.00

International Large Company

3.75

1,289

2002

-2.72

International Large Company Value

3.75

532

2003

21.85

International Small Company

2.5

4,640

2004

10.95

International Small Company Value

2.5

2,174

2005

5.85

Emerging Markets

2.5

723

2006

12.94

One-Year Fixed Income

12.5

118

2007

2.39

Two-Year Global Fixed Income

12.5

123

2008

-18.17

Five-Year Fixed Income

12.5

18

2009

17.45

Five-Year Global Fixed Income

12.5

116

2010

11.15

Total

100

14,774

2011

-2.20

2012

9.71

93 year Annualized* (all data)

7.72%

2013

14.24

93 year Standard Deviation (all data)

11.76

2014

3.32

Best Return in 93 yrs (all data)

43.68%

1933

2015

-1.51

Worst Return in 93 yrs (all data)

-26.01%

1931

2016

6.94

# of Positive years (all data)

69

2017

9.34

# of Negative years (all data)

24

2018

-5.74

2019

12.71

2020

2.65

*Annualized returns are thru latest calendar year.

YTD**

5.73

**YTD thru March 31, 2021


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.