Portfolio 70

Year

Performance %

Holding

Allocation %

# of Holdings

1992

6.13

US Large Company

14

500

1993

21.07

US Large Company Value

14

211

1994

0.01

US Small Company

7

2,700

1995

19.55

US Small Company Value

7

1,525

1996

13.76

Real Estate

7

105

1997

12.80

International Large Company

5.25

1,289

1998

6.74

International Large Company Value

5.25

532

1999

12.88

International Small Company

3.5

4,640

2000

2.06

International Small Company Value

3.5

2,174

2001

0.64

Emerging Markets

3.5

723

2002

-6.62

One-Year Fixed Income

7.5

118

2003

29.99

Two-Year Global Fixed Income

7.5

123

2004

14.92

Five-Year Fixed Income

7.5

18

2005

7.84

Five-Year Global Fixed Income

7.5

116

2006

16.67

Total

100

14,774

2007

1.60

2008

-27.16

89 year Annualized* (all data)

9.11%

2009

23.78

89 year Standard Deviation (all data)

16.52

2010

14.67

Best Return in 89 yrs (all data)

61.04%

1933

2011

-3.69

Worst Return in 89 yrs (all data)

-35.85%

1931

2012

13.07

# of Positive years (all data)

66

2013

20.26

# of Negative years (all data)

23

2014

4.50

2015

-2.10

2016

9.58

*Annualized returns are thru latest calendar year.

YTD**

5.22

**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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