Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 80: Returns Matrix

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

1990
1-Year1990-11.491991
19916.4628.051992
19927.7818.9410.481993
199312.0421.217.9225.871994
5-Year19949.4515.4211.512.01-0.321995
199510.9116.0413.2114.148.6918.521996
199611.4215.7813.4714.2310.616.4914.51997
199711.4315.1513.1313.6710.8114.7912.9711.461998
199810.3713.4611.5211.699.0611.539.36.792.311999
10-Year199911.2414.112.4712.7610.7113.0511.7310.8210.4919.342000
200010.1512.5810.9811.059.0810.739.237.956.89.12-0.222001
20019.6111.7610.2510.238.419.728.327.126.077.351.813.882002
20028.18108.498.36.57.395.884.513.183.39-1.43-2.04-7.622003
14-Year200310.1912.0710.8310.869.4610.619.668.988.579.877.6310.3813.7740.122004
15-Year200410.7112.511.3811.4610.2311.3510.5810.19.911.229.6712.2915.2428.718.222005
200510.6312.2911.2411.310.1711.1710.4610.029.8410.969.6311.7113.7621.9313.749.432006
200611.0912.6811.7211.8110.7911.7711.1810.8510.7911.8910.8712.8314.7121.0915.3413.9418.622007
200710.5912.0511.1211.1610.1811.0310.4310.069.9210.89.7811.2912.5717.1111.989.9710.242.452008
20087.798.977.947.796.687.26.375.725.215.514.074.624.736.941.32-2.52-6.2-16.59-32.12009
20-Year20098.910.099.179.098.128.718.047.567.247.76.67.397.8410.245.933.632.22-2.72-5.2232.312010
20109.3510.529.669.628.739.328.738.338.18.597.678.499.0111.297.696.035.362.282.2225.4218.892011
20118.569.628.778.697.88.37.697.256.967.326.3877.329.125.764.093.230.4-0.1113.615.27-6.792012
20128.859.889.089.018.198.688.137.747.57.887.047.678.029.736.795.444.882.752.8114.048.533.6915.352013
20139.4110.429.689.658.899.48.918.598.428.848.128.799.2110.898.327.287.015.455.9515.8112.029.8219.223.192014
25-Year20149.1410.19.389.338.599.068.588.268.088.457.768.358.7110.197.816.826.535.115.513.5410.118.0213.4612.532.82015
20158.69.58.788.717.998.47.927.587.377.686.997.497.759.036.785.795.444.064.2710.857.635.518.836.75-0.63-3.952016
20168.779.648.968.98.218.628.177.867.677.987.357.848.119.337.266.396.124.955.2311.158.426.769.78.333.794.2913.242017
20178.969.89.169.18.468.858.438.157.998.37.728.28.489.647.746.976.775.756.0911.489.127.7910.449.486.37.4913.7114.182018
20188.28.988.338.257.67.947.57.196.997.236.637.027.218.216.375.575.284.234.48.996.665.227.065.742.562.54.740.74-11.122019
30-Year20198.479.248.628.557.938.287.877.597.427.677.127.527.728.76.996.286.065.155.389.677.636.458.237.254.85.217.635.831.8816.792020
20208.349.078.478.47.88.127.737.457.287.516.987.357.548.456.836.155.945.095.299.217.326.237.796.884.735.056.955.442.6710.364.282021
20218.699.418.848.788.228.558.187.937.798.037.557.938.149.047.536.936.786.036.2910.028.347.438.968.276.547.099.058.236.7913.5311.9320.152022
20228.058.738.158.087.517.87.427.166.997.196.697.027.177.976.55.885.674.915.088.416.765.817.036.234.54.716.024.863.096.983.93.7-10.492023
20238.228.888.338.267.728.017.657.417.257.466.997.317.478.256.866.296.125.435.628.777.266.427.66.925.425.716.996.124.848.366.347.041.0414.042024
35-Year20248.228.868.338.267.738.017.677.437.287.487.037.357.58.246.926.386.235.585.768.737.326.547.647.025.665.957.116.375.298.316.697.33.3411.038.09
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.