Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 5: Returns Matrix

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

1990
1-Year19907.31991
19919.4311.611992
3-Year19928.158.575.611993
19938.068.326.717.811994
5-Year199465.683.782.87-1.841995
19956.776.665.465.414.2310.671996
19966.816.735.785.835.178.877.091997
19976.726.645.835.875.397.926.576.051998
19986.566.475.765.785.387.276.165.695.341999
10-Year19996.336.225.575.565.196.665.685.214.794.242000
20006.246.135.545.535.216.435.615.244.974.795.332001
20016.156.045.55.495.216.255.535.225.024.915.255.172002
20026.146.045.555.545.296.225.65.355.215.185.495.575.982003
20035.975.875.45.385.145.955.375.134.974.95.074.984.883.82004
15-Year20045.75.585.135.094.855.544.994.734.544.414.444.223.912.891.992005
20055.425.294.864.84.555.154.614.344.133.963.913.633.252.361.651.32006
20065.365.244.834.774.545.094.64.354.164.023.993.763.482.872.562.854.422007
20075.295.174.784.734.515.014.564.334.164.0343.813.593.122.953.274.274.112008
20085.114.994.614.554.334.794.354.133.953.813.773.573.352.922.742.933.483.011.912009
20-Year20095.024.94.544.484.284.74.284.073.913.783.733.563.362.992.853.033.463.152.673.422010
20104.944.824.484.414.224.614.224.013.863.743.693.533.353.032.923.073.433.182.873.353.282011
20114.754.634.34.234.034.394.013.83.653.523.463.293.12.792.662.7632.722.372.532.080.892012
20124.634.514.194.123.934.263.893.693.543.413.353.183.012.712.592.672.872.612.312.412.071.472.062013
20134.464.344.023.953.764.063.73.513.353.223.152.982.82.522.392.442.582.322.022.041.71.181.330.62014
25-Year20144.34.173.863.783.63.883.533.343.183.042.972.82.622.342.212.232.342.081.791.771.450.991.030.520.442015
20154.113.993.683.63.413.673.333.142.982.842.752.582.42.131.991.992.061.811.521.461.140.720.680.220.03-0.372016
201643.873.583.493.313.553.223.032.882.742.652.492.312.051.921.921.971.731.471.411.130.770.750.430.370.341.052017
20173.893.773.483.393.213.443.122.942.782.652.562.42.231.991.861.851.891.671.421.371.120.810.80.550.530.571.041.032018
20183.763.633.353.263.083.292.982.82.652.522.432.272.11.861.731.711.751.531.291.230.990.710.680.460.430.430.690.5202019
30-Year20193.733.613.333.253.083.282.982.812.662.542.452.32.151.931.811.81.831.641.431.391.190.960.970.810.850.931.261.331.482.972020
20203.613.493.223.142.973.162.872.72.562.432.352.22.041.831.721.71.721.531.341.291.10.880.880.740.760.811.051.051.061.590.222021
20213.493.373.113.022.853.032.752.582.442.312.232.081.931.721.611.581.61.421.231.170.990.780.770.630.630.660.830.790.730.97-0.01-0.252022
20223.223.12.842.752.572.742.452.282.1321.91.751.591.381.251.211.21.010.80.720.520.290.240.060-0.06-0.01-0.19-0.43-0.54-1.69-2.63-4.952023
20233.273.152.892.812.642.82.532.372.232.112.021.881.731.531.421.391.391.221.040.980.810.620.60.470.450.460.560.490.40.48-0.13-0.25-0.254.672024
35-Year20243.313.192.952.862.712.862.62.452.322.22.121.991.851.671.571.551.561.41.251.211.060.90.90.810.830.871.01111.160.80.951.354.664.64
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.