Broker Check


Portfolio 80

Year

Performance %

Holding

Allocation %

# of Holdings

1996

14.83

US Large Company

16

500

1997

13.80

US Large Company Value

16

211

1998

6.90

US Small Company

8

2,700

1999

14.24

US Small Company Value

8

1,525

2000

1.52

Real Estate

8

105

2001

-0.04

International Large Company

6

1,289

2002

-8.57

International Large Company Value

6

532

2003

34.06

International Small Company

4

4,640

2004

16.91

International Small Company Value

4

2,174

2005

8.84

Emerging Markets

4

723

2006

18.54

One-Year Fixed Income

5

118

2007

1.21

Two-Year Global Fixed Income

5

123

2008

-31.66

Five-Year Fixed Income

5

18

2009

26.94

Five-Year Global Fixed Income

5

116

2010

16.42

Total

100

14,774

2011

-4.43

2012

14.76

93 year Annualized* (all data)

9.55%

2013

23.27

93 year Standard Deviation (all data)

18.57

2014

5.08

Best Return in 93 yrs (all data)

69.72%

1933

2015

-2.40

Worst Return in 93 yrs (all data)

-40.77%

1931

2016

10.90

# of Positive years (all data)

68

2017

14.76

# of Negative years (all data)

25

2018

-9.70

2019

19.04

2020

4.20

*Annualized returns are thru latest calendar year.

YTD**

9.29

**YTD thru March 31, 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.