Portfolio 90 | |||||
Year | Performance % | Holding | Allocation % | # of Holdings | |
1997 | 14.79 | US Large Company | 18 | 500 | |
1998 | 7.05 | US Large Company Value | 18 | 211 | |
1999 | 15.60 | US Small Company | 9 | 2,700 | |
2000 | 0.98 | US Small Company Value | 9 | 1,525 | |
2001 | -0.72 | Real Estate | 9 | 105 | |
2002 | -10.52 | International Large Company | 6.75 | 1,289 | |
2003 | 38.13 | International Large Company Value | 6.75 | 532 | |
2004 | 18.89 | International Small Company | 4.5 | 4,640 | |
2005 | 9.83 | International Small Company Value | 4.5 | 2,174 | |
2006 | 20.40 | Emerging Markets | 4.5 | 723 | |
2007 | 0.82 | One-Year Fixed Income | 2.5 | 118 | |
2008 | -36.16 | Two-Year Global Fixed Income | 2.5 | 123 | |
2009 | 30.11 | Five-Year Fixed Income | 2.5 | 18 | |
2010 | 18.18 | Five-Year Global Fixed Income | 2.5 | 116 | |
2011 | -5.17 | Total | 100 | 14,774 | |
2012 | 16.44 | ||||
2013 | 26.28 | 94 year Annualized* (all data) | 10.17% | ||
2014 | 5.67 | 94 year Standard Deviation (all data) | 20.80 | ||
2015 | -2.70 | Best Return in 94 yrs (all data) | 78.40% | 1933 | |
2016 | 12.22 | Worst Return in 94 yrs (all data) | -45.69% | 1931 | |
2017 | 16.57 | # of Positive years (all data) | 68 | ||
2018 | -11.01 | # of Negative years (all data) | 26 | ||
2019 | 21.15 | ||||
2020 | 4.72 | ||||
2021 | 23.03 | *Annualized returns are thru latest calendar year. | |||
YTD** | -20.81 | **YTD thru September 30, 2022 | |||
All returns are reduced by 0.8% per year which represents the largest fee Performance | |||||
