Broker Check


Portfolio 80

Year

Performance %

Holding

Allocation %

# of Holdings

1994

0.27

US Large Company

16

500

1995

20.86

US Large Company Value

16

211

1996

14.83

US Small Company

8

2,700

1997

13.80

US Small Company Value

8

1,525

1998

6.90

Real Estate

8

105

1999

14.24

International Large Company

6

1,289

2000

1.52

International Large Company Value

6

532

2001

-0.04

International Small Company

4

4,640

2002

-8.57

International Small Company Value

4

2,174

2003

34.06

Emerging Markets

4

723

2004

16.91

One-Year Fixed Income

5

118

2005

8.84

Two-Year Global Fixed Income

5

123

2006

18.54

Five-Year Fixed Income

5

18

2007

1.21

Five-Year Global Fixed Income

5

116

2008

-31.66

Total

100

14,774

2009

26.94

2010

16.42

91 year Annualized* (all data)

9.51%

2011

-4.43

91 year Standard Deviation (all data)

18.74

2012

16.44

Best Return in 91 yrs (all data)

69.72%

1933

2013

23.27

Worst Return in 91 yrs (all data)

-40.77%

1931

2014

5.08

# of Positive years (all data)

66

2015

-2.40

# of Negative years (all data)

25

2016

10.90

2017

14.76

2018

-9.70

*Annualized returns are thru latest calendar year.

YTD**

-9.70

**YTD thru December 31, 2018


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.