Broker Check


Portfolio 70

Year

Performance %

Holding

Allocation %

# of Holdings

1997

12.80

US Large Company

14

500

1998

6.74

US Large Company Value

14

211

1999

12.88

US Small Company

7

2,700

2000

2.06

US Small Company Value

7

1,525

2001

0.64

Real Estate

7

105

2002

-6.62

International Large Company

5.25

1,289

2003

29.99

International Large Company Value

5.25

532

2004

14.92

International Small Company

3.5

4,640

2005

7.84

International Small Company Value

3.5

2,174

2006

16.67

Emerging Markets

3.5

723

2007

1.60

One-Year Fixed Income

7.5

118

2008

-27.16

Two-Year Global Fixed Income

7.5

123

2009

23.78

Five-Year Fixed Income

7.5

18

2010

14.67

Five-Year Global Fixed Income

7.5

116

2011

-3.69

Total

100

14,774

2012

13.07

2013

20.26

94 year Annualized* (all data)

8.96%

2014

4.50

94 year Standard Deviation (all data)

16.23

2015

-2.10

Best Return in 94 yrs (all data)

61.04%

1933

2016

9.58

Worst Return in 94 yrs (all data)

-35.85%

1931

2017

12.95

# of Positive years (all data)

70

2018

-8.37

# of Negative years (all data)

24

2019

16.93

2020

3.68

2021

17.58

*Annualized returns are thru latest calendar year.

YTD**

-3.05

**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.