Broker Check


Portfolio 60

Year

Performance %

Holding

Allocation %

# of Holdings

1996

12.69

US Large Company

12

500

1997

11.81

US Large Company Value

12

211

1998

6.59

US Small Company

6

2,700

1999

11.52

US Small Company Value

6

1,525

2000

2.60

Real Estate

6

105

2001

1.32

International Large Company

4.5

1,289

2002

-4.67

International Large Company Value

4.5

532

2003

25.92

International Small Company

3

4,640

2004

12.93

International Small Company Value

3

2,174

2005

6.85

Emerging Markets

3

723

2006

14.80

One-Year Fixed Income

10

118

2007

2.00

Two-Year Global Fixed Income

10

123

2008

-22.66

Five-Year Fixed Income

10

18

2009

20.61

Five-Year Global Fixed Income

10

116

2010

12.91

Total

100

14,774

2011

-2.94

2012

11.39

93 year Annualized* (all data)

8.38%

2013

17.25

93 year Standard Deviation (all data)

14.00

2014

3.91

Best Return in 93 yrs (all data)

52.36%

1933

2015

-1.81

Worst Return in 93 yrs (all data)

-30.93%

1931

2016

8.26

# of Positive years (all data)

69

2017

11.14

# of Negative years (all data)

24

2018

-7.06

2019

14.82

2020

3.17

*Annualized returns are thru latest calendar year.

YTD**

9.96

**YTD thru September 30, 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.