Portfolio 100

Year

Performance %

Holding

Allocation %

# of Holdings

1992

6.39

US Large Company

20

500

1993

27.27

US Large Company Value

20

211

1994

0.81

US Small Company

10

2,700

1995

23.49

US Small Company Value

10

1,525

1996

16.98

Real Estate

10

105

1997

15.79

International Large Company

7.5

1,289

1998

7.20

International Large Company Value

7.5

532

1999

16.96

International Small Company

5

4,640

2000

0.44

International Small Company Value

5

2,174

2001

-1.40

Emerging Markets

5

723

2002

-12.48

One-Year Fixed Income

0

N/A

2003

42.20

Two-Year Global Fixed Income

0

N/A

2004

20.88

Five-Year Fixed Income

0

N/A

2005

10.83

Five-Year Global Fixed Income

0

N/A

2006

22.27

Total

100

14,399

2007

0.42

2008

-40.65

89 year Annualized* (all data)

10.73%

2009

33.28

89 year Standard Deviation (all data)

23.52

2010

19.94

Best Return in 89 yrs (all data)

87.09%

1933

2011

-5.91

Worst Return in 89 yrs (all data)

-50.61%

1931

2012

18.12

# of Positive years (all data)

64

2013

29.29

# of Negative years (all data)

25

2014

6.26

2015

-2.99

2016

13.54

*Annualized returns are thru latest calendar year.

YTD**

7.24

**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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