Broker Check


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**

-14.07

**YTD thru June 30, 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.