Portfolio 60 | |||||
Year | Performance % | Holding | Allocation % | # of Holdings | |
1997 | 11.81 | US Large Company | 12 | 500 | |
1998 | 6.59 | US Large Company Value | 12 | 211 | |
1999 | 11.52 | US Small Company | 6 | 2,700 | |
2000 | 2.60 | US Small Company Value | 6 | 1,525 | |
2001 | 1.32 | Real Estate | 6 | 105 | |
2002 | -4.67 | International Large Company | 4.5 | 1,289 | |
2003 | 25.92 | International Large Company Value | 4.5 | 532 | |
2004 | 12.93 | International Small Company | 3 | 4,640 | |
2005 | 6.85 | International Small Company Value | 3 | 2,174 | |
2006 | 14.80 | Emerging Markets | 3 | 723 | |
2007 | 2.00 | One-Year Fixed Income | 10 | 118 | |
2008 | -22.66 | Two-Year Global Fixed Income | 10 | 123 | |
2009 | 20.61 | Five-Year Fixed Income | 10 | 18 | |
2010 | 12.91 | Five-Year Global Fixed Income | 10 | 116 | |
2011 | -2.94 | Total | 100 | 14,774 | |
2012 | 11.39 | ||||
2013 | 17.25 | 94 year Annualized* (all data) | 8.45 | ||
2014 | 3.91 | 94 year Standard Deviation (all data) | 13.94 | ||
2015 | -1.81 | Best Return in 94 yrs (all data) | 52.36% | 1933 | |
2016 | 8.26 | Worst Return in 94 yrs (all data) | -30.93% | 1931 | |
2017 | 11.14 | # of Positive years (all data) | 70 | ||
2018 | -7.06 | # of Negative years (all data) | 24 | ||
2019 | 14.82 | ||||
2020 | 3.17 | ||||
2021 | 14.85 | *Annualized returns are thru latest calendar year. | |||
YTD** | -15.54 | **YTD thru September 30, 2022 | |||
All returns are reduced by 0.8% per year which represents the largest fee Performance | |||||
