Portfolio 90

Year

Performance %

Holding

Allocation %

# of Holdings

1993

25.20

US Large Company

18

500

1994

0.54

US Large Company Value

18

211

1995

22.18

US Small Company

9

2,700

1996

15.91

US Small Company Value

9

1,525

1997

14.79

Real Estate

9

105

1998

7.05

International Large Company

6.75

1,289

1999

15.60

International Large Company Value

6.75

532

2000

0.98

International Small Company

4.5

4,640

2001

-0.72

International Small Company Value

4.5

2,174

2002

-10.52

Emerging Markets

4.5

723

2003

38.13

One-Year Fixed Income

2.5

118

2004

18.89

Two-Year Global Fixed Income

2.5

123

2005

9.83

Five-Year Fixed Income

2.5

18

2006

20.40

Five-Year Global Fixed Income

2.5

116

2007

0.82

Total

100

14,774

2008

-36.16

2009

30.11

90 year Annualized* (all data)

10.25%

2010

18.18

90 year Standard Deviation (all data)

21.05

2011

-5.17

Best Return in 90 yrs (all data)

78.40%

1933

2012

16.44

Worst Return in 90 yrs (all data)

-45.69%

1931

2013

26.28

# of Positive years (all data)

65

2014

5.67

# of Negative years (all data)

25

2015

-2.70

2016

12.22

2017

16.57

*Annualized returns are thru latest calendar year.

YTD**

-0.35

**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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