Portfolio 50

Year

Performance %

Holding

Allocation %

# of Holdings

1993

16.94

US Large Company

10

500

1994

-0.55

US Large Company Value

10

211

1995

16.92

US Small Company

5

2,700

1996

11.61

US Small Company Value

5

1,525

1997

10.81

Real Estate

5

105

1998

6.44

International Large Company

3.75

1,289

1999

10.16

International Large Company Value

3.75

532

2000

3.15

International Small Company

2.5

4,640

2001

2.00

International Small Company Value

2.5

2,174

2002

-2.72

Emerging Markets

2.5

723

2003

21.85

One-Year Fixed Income

12.5

118

2004

10.95

Two-Year Global Fixed Income

12.5

123

2005

5.85

Five-Year Fixed Income

12.5

18

2006

12.94

Five-Year Global Fixed Income

12.5

116

2007

2.39

Total

100

14,774

2008

-18.17

2009

17.45

90 year Annualized* (all data)

7.89%

2010

11.15

90 year Standard Deviation (all data)

11.84

2011

-2.20

Best Return in 90 yrs (all data)

43.68%

1933

2012

9.71

Worst Return in 90 yrs (all data)

-26.01%

1931

2013

14.24

# of Positive years (all data)

67

2014

3.32

# of Negative years (all data)

23

2015

-1.51

2016

6.94

2017

9.34

*Annualized returns are thru latest calendar year.

YTD**

1.35

**YTD thru September 30, 2018


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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