Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 50: Returns Matrix

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

1990
1-Year1990-3.981991
1991821.471992
19928.1814.828.531993
199310.716.0813.4818.641994
5-Year19948.2711.578.468.42-0.931995
19959.4312.3210.1510.696.9215.381996
19969.7312.1910.4210.98.4413.4411.541997
8-Year19979.6711.7710.2410.588.6512.0410.419.31998
19988.9710.719.259.377.69.858.076.373.521999
10-Year19999.410.999.759.928.5310.539.358.638.313.32000
20008.710.068.868.97.589.067.846.946.167.522001
20018.349.538.48.397.178.387.266.425.726.463.194.42002
20027.498.57.47.286.0975.864.944.094.231.371.05-2.182003
20038.699.738.818.837.98.928.147.677.48.196.958.6510.8425.592004
15-Year20048.899.879.039.078.249.28.538.1788.777.899.4111.1318.4611.722005
20058.729.628.828.848.078.928.37.947.778.47.68.769.8714.218.926.182006
20068.969.839.099.138.439.258.718.438.348.968.359.4410.4813.910.249.5112.942007
20078.639.428.718.728.048.778.237.947.88.297.688.529.2211.658.427.347.923.122008
200877.656.886.786.036.555.95.445.15.264.44.74.755.952.40.2-1.72-8.32-18.492009
20-Year20097.658.37.617.566.97.446.96.556.326.585.936.386.627.955.264.013.470.49-0.7920.762010
20107.888.517.877.837.237.767.276.976.797.076.526.997.288.526.285.45.253.43.516.6312.652011
20117.337.97.267.196.597.056.556.226.016.25.635.976.127.094.984.053.71.941.659.414.15-3.722012
20127.447.997.397.336.777.216.756.466.276.475.966.36.477.385.534.784.583.253.279.576.072.9310.032013
20137.718.257.697.657.137.577.156.96.756.976.536.887.097.986.365.785.734.745.0110.478.046.5412.0714.152014
25-Year20147.477.987.437.386.877.276.866.616.456.646.216.526.687.455.945.385.294.374.558.986.775.358.567.831.852015
20157.077.546.996.936.426.796.376.115.936.085.645.8966.655.214.644.483.583.647.265.163.735.684.26-0.36-2.522016
20167.127.577.056.996.516.866.476.226.066.25.86.046.156.775.454.944.834.054.167.45.614.496.215.272.472.788.372017
20177.187.627.127.066.616.956.586.356.26.345.976.216.326.925.695.245.174.494.627.576.025.116.665.994.054.798.648.922018
20186.677.076.576.56.046.345.965.725.555.655.265.455.516.014.824.344.23.513.546.054.533.564.643.771.811.83.280.82-6.672019
30-Year20196.827.216.746.676.246.536.185.955.85.915.565.755.826.315.214.794.694.084.166.515.184.395.454.813.333.625.224.191.911.262020
20206.687.066.596.536.16.386.045.815.665.765.425.595.656.115.064.664.563.984.056.194.954.215.134.543.233.464.73.82.156.872.662021
20216.857.216.776.716.316.586.266.055.926.035.715.895.966.415.435.075.014.54.66.625.524.95.85.344.294.645.885.394.538.557.2211.992022
20226.356.696.256.175.776.015.685.465.315.395.065.25.245.624.664.284.173.653.685.484.393.734.443.892.812.933.732.981.834.081.791.35-8.272023
20236.476.86.376.35.916.165.845.645.55.585.275.415.465.844.944.594.54.034.095.84.84.224.914.463.533.724.533.993.25.293.854.250.5810.292024
35-Year20246.476.86.386.325.946.185.875.685.545.625.335.475.525.885.024.74.624.184.245.854.934.45.054.643.824.024.774.333.695.534.424.862.598.496.71
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.