Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 100: Returns Matrix

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

1990
1-Year1990-16.51991
19915.1532.431992
19927.3221.6611.771993
199312.7324.620.8630.691994
5-Year199410.0817.9613.514.370.091995
199511.7718.4915.2316.419.8720.611996
199612.4318.1515.4816.4312.0318.5316.481997
199712.4917.3915.0515.7212.2516.6214.6812.911998
199811.2115.2713.0113.2110.0112.6410.17.051.51999
10-Year199912.3716.1414.2514.6112.1314.7113.2812.2311.923.362000
200011.0114.2212.3612.4310.0411.810.118.587.1710.12-1.692001
200110.3713.2111.4511.419.2110.588.997.556.257.890.893.542002
20028.5410.939.168.916.727.585.844.162.52.75-3.33-4.14-11.252003
200311.0613.5312.0812.1110.411.6110.549.719.1910.87.8611.2415.3149.812004
15-Year200411.7914.1512.8512.9411.4512.6611.8111.241112.6710.6513.9717.6735.4922.542005
200511.7813.9812.7612.8411.4712.5611.7911.2811.0812.5210.8113.4916.1227.0116.9411.62006
200612.3814.4913.3813.512.2713.3512.7112.3512.2813.7112.3914.9317.3525.8418.7416.8822.412007
200711.7813.7112.6412.6911.5112.4411.7811.3611.2112.3511.0412.9914.6520.6714.3211.711.752.012008
20088.079.638.418.216.857.356.45.64.965.313.474.144.227.050.09-4.84-9.77-22.53-41.172009
20-Year20099.4711.059.979.868.679.278.57.917.518.076.657.628.1411.245.852.80.71-5.63-9.2440.012010
201010.0911.6210.6210.559.4710.099.428.938.639.258.059.079.7112.658.155.934.830.840.4531.2623.062011
20119.1510.559.559.448.368.878.187.657.287.746.537.317.6910.035.873.682.42-1.17-1.9516.245.92-8.842012
20129.5510.919.989.898.899.418.788.328.028.57.438.238.6710.897.245.474.621.921.916.910.084.1118.892013
201310.3111.6510.7910.749.8310.379.839.459.239.778.869.7110.2512.449.267.887.425.436.0119.2614.5811.8823.9529.212014
25-Year201410.0211.310.4610.49.5210.019.489.18.889.368.499.259.7111.668.727.426.975.185.6416.4712.259.7116.6915.63.432015
20159.4110.69.779.698.829.258.718.328.078.477.68.258.5910.297.516.245.724.014.2613.149.196.6110.878.32-0.83-4.912016
20169.6610.8210.039.969.149.579.078.718.498.98.18.759.110.728.187.066.655.195.5513.5610.218.211.9710.314.645.2516.52017
20179.9411.0710.3210.269.489.919.459.128.949.348.619.259.6211.178.837.847.536.276.7114.0111.129.5112.9111.747.769.2417.0917.682018
20189.0110.059.39.218.438.798.37.947.718.037.287.88.069.47.136.15.694.414.6310.837.986.248.586.952.992.875.610.55-14.092019
30-Year20199.3710.49.689.68.879.238.788.468.268.597.98.438.7110.027.927.016.685.565.8611.679.177.73108.795.716.189.146.791.7420.472020
20209.2410.229.539.458.739.088.648.338.138.457.788.288.539.757.766.96.65.555.8211.138.827.499.488.355.666.048.376.432.9312.665.362021
20219.7210.6910.039.979.299.659.258.978.819.148.539.059.3310.548.687.927.696.787.1312.1810.139.0210.9910.147.978.6311.0710.028.1816.8215.0325.592022
20228.999.99.249.168.488.798.388.087.898.177.557.998.219.287.496.716.425.55.7310.258.257.18.687.75.555.827.4463.818.845.225.15-11.972023
20239.210.19.469.398.749.058.668.388.218.497.918.358.579.627.927.26.966.126.3810.668.827.89.318.486.66.968.547.455.8310.347.948.821.2916.542024
35-Year20249.210.069.459.388.759.058.678.48.248.517.958.388.599.597.977.297.076.286.5310.568.837.889.298.526.827.168.597.646.2810.128.158.873.812.729.01
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.