Broker Check


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**

-3.07

**YTD thru March 31, 2022


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.