Portfolio 80 | |||||
Year | Performance % | Holding | Allocation % | # of Holdings | |
1997 | 13.80 | US Large Company | 16 | 500 | |
1998 | 6.90 | US Large Company Value | 16 | 211 | |
1999 | 14.24 | US Small Company | 8 | 2,700 | |
2000 | 1.52 | US Small Company Value | 8 | 1,525 | |
2001 | -0.04 | Real Estate | 8 | 105 | |
2002 | -8.57 | International Large Company | 6 | 1,289 | |
2003 | 34.06 | International Large Company Value | 6 | 532 | |
2004 | 16.91 | International Small Company | 4 | 4,640 | |
2005 | 8.84 | International Small Company Value | 4 | 2,174 | |
2006 | 18.54 | Emerging Markets | 4 | 723 | |
2007 | 1.21 | One-Year Fixed Income | 5 | 118 | |
2008 | -31.66 | Two-Year Global Fixed Income | 5 | 123 | |
2009 | 26.94 | Five-Year Fixed Income | 5 | 18 | |
2010 | 16.42 | Five-Year Global Fixed Income | 5 | 116 | |
2011 | -4.43 | Total | 100 | 14,774 | |
2012 | 14.76 | ||||
2013 | 23.27 | 94 year Annualized* (all data) | 9.66% | ||
2014 | 5.08 | 94 year Standard Deviation (all data) | 18.49 | ||
2015 | -2.40 | Best Return in 94 yrs (all data) | 69.72% | 1933 | |
2016 | 10.90 | Worst Return in 94 yrs (all data) | -40.77% | 1931 | |
2017 | 14.76 | # of Positive years (all data) | 69 | ||
2018 | -9.70 | # of Negative years (all data) | 25 | ||
2019 | 19.04 | ||||
2020 | 4.20 | ||||
2021 | 20.31 | *Annualized returns are thru latest calendar year. | |||
YTD** | -19.06 | **YTD thru September 30, 2022 | |||
All returns are reduced by 0.8% per year which represents the largest fee Performance | |||||
