Broker Check


Portfolio 50

Year

Performance %

Holding

Allocation %

# of Holdings

1994

-0.55

US Large Company

10

500

1995

16.92

US Large Company Value

10

211

1996

11.61

US Small Company

5

2,700

1997

10.81

US Small Company Value

5

1,525

1998

6.44

Real Estate

5

105

1999

10.16

International Large Company

3.75

1,289

2000

3.15

International Large Company Value

3.75

532

2001

2.00

International Small Company

2.5

4,640

2002

-2.72

International Small Company Value

2.5

2,174

2003

21.85

Emerging Markets

2.5

723

2004

10.95

One-Year Fixed Income

12.5

118

2005

5.85

Two-Year Global Fixed Income

12.5

123

2006

12.94

Five-Year Fixed Income

12.5

18

2007

2.39

Five-Year Global Fixed Income

12.5

116

2008

-18.17

Total

100

14,774

2009

17.45

2010

11.15

91 year Annualized* (all data)

7.73%

2011

-2.20

91 year Standard Deviation (all data)

11.87

2012

9.71

Best Return in 91 yrs (all data)

43.68%

1933

2013

14.24

Worst Return in 91 yrs (all data)

-26.01%

1931

2014

3.32

# of Positive years (all data)

67

2015

-1.51

# of Negative years (all data)

24

2016

6.94

2017

9.34

2018

-5.74

*Annualized returns are thru latest calendar year.

YTD**

8.03

**YTD thru September 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.