Broker Check


Portfolio 90

Year

Performance %

Holding

Allocation %

# of Holdings

1996

15.91

US Large Company

18

500

1997

14.79

US Large Company Value

18

211

1998

7.05

US Small Company

9

2,700

1999

15.60

US Small Company Value

9

1,525

2000

0.98

Real Estate

9

105

2001

-0.72

International Large Company

6.75

1,289

2002

-10.52

International Large Company Value

6.75

532

2003

38.13

International Small Company

4.5

4,640

2004

18.89

International Small Company Value

4.5

2,174

2005

9.83

Emerging Markets

4.5

723

2006

20.40

One-Year Fixed Income

2.5

118

2007

0.82

Two-Year Global Fixed Income

2.5

123

2008

-36.16

Five-Year Fixed Income

2.5

18

2009

30.11

Five-Year Global Fixed Income

2.5

116

2010

18.18

Total

100

14,774

2011

-5.17

2012

16.44

93 year Annualized* (all data)

10.04%

2013

26.28

93 year Standard Deviation (all data)

20.88

2014

5.67

Best Return in 93 yrs (all data)

78.40%

1933

2015

-2.70

Worst Return in 93 yrs (all data)

-45.69%

1931

2016

12.22

# of Positive years (all data)

67

2017

16.57

# of Negative years (all data)

26

2018

-11.01

2019

21.15

2020

4.72

*Annualized returns are thru latest calendar year.

YTD**

16.35

**YTD thru June 30, 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.