Portfolio 90

Year

Performance %

Holding

Allocation %

# of Holdings

1992

6.30

US Large Company

18

500

1993

25.20

US Large Company Value

18

211

1994

0.54

US Small Company

9

2,700

1995

22.18

US Small Company Value

9

1,525

1996

15.91

Real Estate

9

105

1997

14.79

International Large Company

6.75

1,289

1998

7.05

International Large Company Value

6.75

532

1999

15.60

International Small Company

4.5

4,640

2000

0.98

International Small Company Value

4.5

2,174

2001

-0.72

Emerging Markets

4.5

723

2002

-10.52

One-Year Fixed Income

2.5

118

2003

38.13

Two-Year Global Fixed Income

2.5

123

2004

18.89

Five-Year Fixed Income

2.5

18

2005

9.83

Five-Year Global Fixed Income

2.5

116

2006

20.40

Total

100

14,774

2007

0.82

2008

-36.16

89 year Annualized* (all data)

10.30%

2009

30.11

89 year Standard Deviation (all data)

21.16

2010

18.18

Best Return in 89 yrs (all data)

78.40%

1933

2011

-5.17

Worst Return in 89 yrs (all data)

-45.69%

1931

2012

16.44

# of Positive years (all data)

64

2013

26.28

# of Negative years (all data)

25

2014

5.67

2015

-2.70

2016

12.22

*Annualized returns are thru latest calendar year.

YTD**

6.57

**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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