Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 45: Returns Matrix

Time Range:35 Years50 Years97 Years
Display Units: Annualized Return %Growth of Dollar $
Magnification: + Enlarge- ReduceOriginal

1990
1-Year1990-2.721991
19918.2120.381992
19928.2114.138.211993
199310.4515.2212.7317.441994
5-Year19948.0510.937.947.81-1.031995
19959.1611.79.6310.116.6214.861996
7-Year19969.4211.599.9110.348.0712.9311.041997
19979.3611.219.7510.068.2911.599.998.941998
19988.7210.248.878.987.369.577.866.33.721999
10-Year19999.0710.479.299.458.1710.118.958.267.9212.292000
20008.459.638.58.547.328.787.66.766.047.222.372001
20018.119.158.098.086.968.157.086.35.656.33.424.482002
20027.368.247.27.16.016.935.8454.234.351.831.56-1.282003
20038.429.328.458.477.628.627.877.427.177.876.798.3110.2723.172004
15-Year20048.569.428.628.657.898.828.177.827.668.337.558.8910.416.7410.642005
20058.389.168.48.427.78.537.917.577.47.947.238.239.1912.918.115.642006
20068.599.348.648.678.028.818.288.017.98.447.98.859.7412.689.398.77122007
20078.288.978.298.37.678.377.857.567.437.857.38.038.6310.737.826.897.523.232008
20086.837.396.676.575.896.45.775.355.035.164.394.654.675.72.510.57-1.06-7.01-16.232009
20-Year20097.47.967.317.266.657.186.666.336.116.335.756.146.347.485.073.993.580.91-0.2318.832010
20107.68.147.537.56.947.466.986.76.536.766.276.676.927.995.985.225.133.493.5715.1611.612011
20117.087.576.976.96.356.86.316.015.85.965.455.735.866.684.783.973.72.111.838.683.94-3.22012
20127.177.647.077.026.496.936.486.26.026.185.736.016.156.935.264.614.463.253.268.85.652.799.152013
20137.397.867.327.286.797.226.816.576.426.66.216.516.687.435.985.475.454.544.779.567.355.9710.8812.642014
25-Year20147.167.597.077.026.546.946.546.296.146.295.96.166.296.945.585.095.024.184.328.216.24.897.737.031.72015
20156.787.186.666.596.136.486.085.825.655.775.375.575.656.24.94.394.273.443.476.644.743.415.143.83-0.31-2.282016
20166.817.196.76.636.196.536.155.915.755.865.55.75.786.35.14.654.563.853.926.765.134.095.624.752.242.527.552017
20176.857.226.756.696.266.596.236.015.865.985.645.835.926.425.314.914.854.224.326.95.494.656.025.43.664.337.88.042018
20186.386.726.256.175.756.045.675.435.275.354.995.145.185.64.524.13.983.343.355.544.163.264.223.421.671.663.010.81-5.932019
30-Year20196.516.856.396.335.926.215.865.645.55.585.265.415.465.874.874.54.423.863.915.974.764.034.974.383.073.344.83.891.8810.342020
20206.386.76.256.185.796.065.725.55.365.435.125.265.35.674.734.374.283.753.795.664.543.864.684.132.973.184.313.512.056.292.382021
20216.516.826.46.335.966.225.915.715.575.655.365.515.565.935.054.734.674.24.276.045.044.465.264.833.94.215.344.94.137.726.4310.632022
20226.046.335.95.835.455.685.365.1555.054.754.864.875.194.323.983.883.43.414.983.983.373.993.482.512.623.342.651.63.581.420.94-7.92023
20236.146.436.025.955.585.825.515.315.175.234.955.065.095.44.584.274.23.763.795.284.383.844.454.033.213.384.113.622.914.773.423.770.59.672024
35-Year20246.156.436.035.965.615.845.545.355.225.285.015.125.155.454.674.384.323.913.955.364.524.034.64.233.53.684.373.983.415.054.034.442.468.076.48
19901991199219931994199519961997199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024

For HYPOTHETICAL back-tested performance data shown in this chart, see ifabt.com. IFA Index Portfolios are labeled with numbers that refer to the percentage of stock indexes in the asset allocation, as opposed to the allocation of bond indexes. For example, an IFA Index Portfolio 90 is 90% IFA stock indexes and 10% IFA bond indexes. For more, go to indexdescriptions.com. The HYPOTHETICAL back-tested performance of the IFA Index Portfolios was achieved with the benefit of hindsight; it does not represent actual investment strategies for the entire period; and it does not reflect the impact that economic and market factors may have had on the advisor's decision making if the advisor were actually managing client money during the period shown. The performance of index portfolios does reflect the maximum annual advisory fee of 0.9%. IFA Index Portfolios do reflect the deduction of mutual fund fees, include reinvestment of dividends, capital gains, and includes the deduction of IFA advisory fees, but does not include transaction costs or taxes, which if included, would lower performance. The IFA Index Portfolios were created by IFA in 2000.Past performance does not guarantee future results. All data, including performance data, is provided for illustrative purposes only, it does not represent actual performance of any client portfolio or account and it should not be interpreted as an indication of such performance.