Portfolio 10

Year

Performance %

Holding

Allocation %

# of Holdings

1992

5.61

US Large Company

2

500

1993

8.68

US Large Company Value

2

211

1994

-1.65

US Small Company

1

2,700

1995

11.66

US Small Company Value

1

1,525

1996

7.32

Real Estate

1

105

1997

6.83

International Large Company

0.75

1,289

1998

5.84

International Large Company Value

0.75

532

1999

4.72

International Small Company

0.5

4,640

2000

5.31

International Small Company Value

0.5

2,174

2001

4.72

Emerging Markets

0.5

723

2002

5.09

One-Year Fixed Income

22.5

118

2003

5.56

Two-Year Global Fixed Income

22.5

123

2004

3.00

Five-Year Fixed Income

22.5

18

2005

1.87

Five-Year Global Fixed Income

22.5

116

2006

5.48

Total

100

14,774

2007

3.96

2008

-0.18

89 year Annualized* (all data)

4.74%

2009

4.78

89 year Standard Deviation (all data)

4.40

2010

4.12

Best Return in 89 yrs (all data)

21.89%

1982

2011

0.77

Worst Return in 89 yrs (all data)

-6.33%

1931

2012

2.97

# of Positive years (all data)

80

2013

2.20

# of Negative years (all data)

9

2014

0.98

2015

-0.33

2016

1.66

*Annualized returns are thru latest calendar year.

YTD**

1.18

**YTD thru June 30, 2017


Returns listed above are net of all fees.  Listed returns have been reduced by 0.8% per year which represents
the larges fee Performance Investment Group charges. Past performance is no guarantee of future results.


Click here for PDF Version