Portfolio 20

Year

Performance %

 

Holding

Allocation %

# of Holdings

1992

5.70

 

US Large Company

4

500

1993

10.75

 

US Large Company Value

4

211

1994

-1.38

 

US Small Company

2

2,700

1995

12.97

 

US Small Company Value

2

1,525

1996

8.39

 

Real Estate

2

105

1997

7.83

 

International Large Company

1.5

1,289

1998

5.99

 

International Large Company Value

1.5

532

1999

6.08

 

International Small Company

1

4,640

2000

4.77

 

International Small Company Value

1

2,174

2001

4.04

 

Emerging Markets

1

723

2002

3.14

 

One-Year Fixed Income

20

118

2003

9.63

 

Two-Year Global Fixed Income

20

123

2004

4.99

 

Five-Year Fixed Income

20

18

2005

2.86

 

Five-Year Global Fixed Income

20

116

2006

7.34

 

Total

100

14,774

2007

3.57

 

 

 

 

2008

-4.67

 

89 year Annualized* (all data)

5.63%

 

2009

7.95

 

89 year Standard Deviation (all data)

5.72

 

2010

5.88

 

Best Return in 89 yrs (all data)

21.39%

1982

2011

-0.03

 

Worst Return in 89 yrs (all data)

-11.25%

1931

2012

4.65

 

# of Positive years (all data)

76

 

2013

5.21

 

# of Negative years (all data)

13

 

2014

1.56

 

 

 

 

2015

-0.62

 

 

 

 

2016

2.98

 

*Annualized returns are thru latest calendar year.

 

YTD**

1.85

 

**YTD thru June 30, 2017


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.


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