Portfolio 80

Year

Performance %

Holding

Allocation %

# of Holdings

1993

23.14

US Large Company

16

500

1994

0.27

US Large Company Value

16

211

1995

20.86

US Small Company

8

2,700

1996

14.83

US Small Company Value

8

1,525

1997

13.80

Real Estate

8

105

1998

6.90

International Large Company

6

1,289

1999

14.24

International Large Company Value

6

532

2000

1.52

International Small Company

4

4,640

2001

-0.04

International Small Company Value

4

2,174

2002

-8.57

Emerging Markets

4

723

2003

34.06

One-Year Fixed Income

5

118

2004

16.91

Two-Year Global Fixed Income

5

123

2005

8.84

Five-Year Fixed Income

5

18

2006

18.54

Five-Year Global Fixed Income

5

116

2007

1.21

Total

100

14,774

2008

-31.66

2009

26.94

90 year Annualized* (all data)

9.74%

2010

16.42

90 year Standard Deviation (all data)

18.71

2011

-4.43

Best Return in 90 yrs (all data)

69.72%

1933

2012

16.44

Worst Return in 90 yrs (all data)

-40.77%

1931

2013

23.27

# of Positive years (all data)

66

2014

5.08

# of Negative years (all data)

24

2015

-2.40

2016

10.90

2017

14.76

*Annualized returns are thru latest calendar year.

YTD**

-1.78

**YTD thru March 31, 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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