Portfolio 70

Year

Performance %

Holding

Allocation %

# of Holdings

1993

21.07

US Large Company

14

500

1994

0.01

US Large Company Value

14

211

1995

19.55

US Small Company

7

2,700

1996

13.76

US Small Company Value

7

1,525

1997

12.80

Real Estate

7

105

1998

6.74

International Large Company

5.25

1,289

1999

12.88

International Large Company Value

5.25

532

2000

2.06

International Small Company

3.5

4,640

2001

0.64

International Small Company Value

3.5

2,174

2002

-6.62

Emerging Markets

3.5

723

2003

29.99

One-Year Fixed Income

7.5

118

2004

14.92

Two-Year Global Fixed Income

7.5

123

2005

7.84

Five-Year Fixed Income

7.5

18

2006

16.67

Five-Year Global Fixed Income

7.5

116

2007

1.60

Total

100

14,774

2008

-27.16

2009

23.78

90 year Annualized* (all data)

9.05%

2010

14.67

90 year Standard Deviation (all data)

16.43

2011

-3.69

Best Return in 90 yrs (all data)

61.04%

1933

2012

13.07

Worst Return in 90 yrs (all data)

-35.85%

1931

2013

20.26

# of Positive years (all data)

67

2014

4.50

# of Negative years (all data)

23

2015

-2.10

2016

9.58

2017

12.95

*Annualized returns are thru latest calendar year.

YTD**

-0.27

**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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