Portfolio 100

Year

Performance %

Holding

Allocation %

# of Holdings

1993

27.27

US Large Company

20

500

1994

0.81

US Large Company Value

20

211

1995

23.49

US Small Company

10

2,700

1996

16.98

US Small Company Value

10

1,525

1997

15.79

Real Estate

10

105

1998

7.20

International Large Company

7.5

1,289

1999

16.96

International Large Company Value

7.5

532

2000

0.44

International Small Company

5

4,640

2001

-1.40

International Small Company Value

5

2,174

2002

-12.48

Emerging Markets

5

723

2003

42.20

One-Year Fixed Income

0

N/A

2004

20.88

Two-Year Global Fixed Income

0

N/A

2005

10.83

Five-Year Fixed Income

0

N/A

2006

22.27

Five-Year Global Fixed Income

0

N/A

2007

0.42

Total

100

14,399

2008

-40.65

2009

33.28

90 year Annualized* (all data)

10.69%

2010

19.94

90 year Standard Deviation (all data)

23.39

2011

-5.91

Best Return in 90 yrs (all data)

87.09%

1933

2012

18.12

Worst Return in 90 yrs (all data)

-50.61%

1931

2013

29.29

# of Positive years (all data)

65

2014

6.26

# of Negative years (all data)

25

2015

-2.99

2016

13.54

2017

18.38

*Annualized returns are thru latest calendar year.

YTD**

-0.39

**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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