Portfolio 50

Year

Performance %

Holding

Allocation %

# of Holdings

1992

5.96

US Large Company

10

500

1993

16.94

US Large Company Value

10

211

1994

-0.55

US Small Company

5

2,700

1995

16.92

US Small Company Value

5

1,525

1996

11.61

Real Estate

5

105

1997

10.81

International Large Company

3.75

1,289

1998

6.44

International Large Company Value

3.75

532

1999

10.16

International Small Company

2.5

4,640

2000

3.15

International Small Company Value

2.5

2,174

2001

2.00

Emerging Markets

2.5

723

2002

-2.72

One-Year Fixed Income

12.5

118

2003

21.85

Two-Year Global Fixed Income

12.5

123

2004

10.95

Five-Year Fixed Income

12.5

18

2005

5.85

Five-Year Global Fixed Income

12.5

116

2006

12.94

Total

100

14,774

2007

2.39

2008

-18.17

89 year Annualized* (all data)

7.96%

2009

17.45

89 year Standard Deviation (all data)

11.90

2010

11.15

Best Return in 89 yrs (all data)

43.68%

1933

2011

-2.20

Worst Return in 89 yrs (all data)

-26.01%

1931

2012

9.71

# of Positive years (all data)

66

2013

14.24

# of Negative years (all data)

23

2014

3.32

2015

-1.51

2016

6.94

*Annualized returns are thru latest calendar year.

YTD**

3.87

**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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