Portfolio 60

Year

Performance %

Holding

Allocation %

# of Holdings

1993

19.01

US Large Company

12

500

1994

-0.28

US Large Company Value

12

211

1995

18.23

US Small Company

6

2,700

1996

12.69

US Small Company Value

6

1,525

1997

11.81

Real Estate

6

105

1998

6.59

International Large Company

4.5

1,289

1999

11.52

International Large Company Value

4.5

532

2000

2.60

International Small Company

3

4,640

2001

1.32

International Small Company Value

3

2,174

2002

-4.67

Emerging Markets

3

723

2003

25.92

One-Year Fixed Income

10

118

2004

12.93

Two-Year Global Fixed Income

10

123

2005

6.85

Five-Year Fixed Income

10

18

2006

14.80

Five-Year Global Fixed Income

10

116

2007

2.00

Total

100

14,774

2008

-22.66

2009

20.61

90 year Annualized* (all data)

8.56%

2010

12.91

90 year Standard Deviation (all data)

14.10

2011

-2.94

Best Return in 90 yrs (all data)

52.36%

1933

2012

11.39

Worst Return in 90 yrs (all data)

-30.93%

1931

2013

17.25

# of Positive years (all data)

67

2014

3.91

# of Negative years (all data)

23

2015

-1.81

2016

8.26

2017

11.14

*Annualized returns are thru latest calendar year.

YTD**

-0.23

**YTD thru June 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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