Portfolio 60

Year

Performance %

Holding

Allocation %

# of Holdings

1992

6.04

US Large Company

12

500

1993

19.01

US Large Company Value

12

211

1994

-0.28

US Small Company

6

2,700

1995

18.23

US Small Company Value

6

1,525

1996

12.69

Real Estate

6

105

1997

11.81

International Large Company

4.5

1,289

1998

6.59

International Large Company Value

4.5

532

1999

11.52

International Small Company

3

4,640

2000

2.60

International Small Company Value

3

2,174

2001

1.32

Emerging Markets

3

723

2002

-4.67

One-Year Fixed Income

10

118

2003

25.92

Two-Year Global Fixed Income

10

123

2004

12.93

Five-Year Fixed Income

10

18

2005

6.85

Five-Year Global Fixed Income

10

116

2006

14.80

Total

100

14,774

2007

2.00

2008

-22.66

89 year Annualized* (all data)

8.63%

2009

20.61

89 year Standard Deviation (all data)

14.18

2010

12.91

Best Return in 89 yrs (all data)

52.36%

1933

2011

-2.94

Worst Return in 89 yrs (all data)

-30.93%

1931

2012

11.39

# of Positive years (all data)

66

2013

17.25

# of Negative years (all data)

23

2014

3.91

2015

-1.81

2016

8.26

*Annualized returns are thru latest calendar year.

YTD**

4.55

**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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