Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 90: Returns Matrix

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

1990
1-Year1990-141991
19915.8330.241992
19927.5720.311.121993
199312.4122.919.3928.281994
5-Year19949.7816.6912.513.2-0.111995
199511.3617.2614.2315.289.2819.561996
199611.9416.9714.4815.3311.3117.5115.491997
199711.9716.2714.0914.711.5315.7113.8312.191998
199810.814.3712.2712.469.5412.099.76.921.91999
10-Year199911.8215.1213.3613.6911.4213.8812.5111.5311.221.352000
200010.5913.4111.6811.749.5611.269.688.276.999.63-0.952001
20011012.4910.8510.828.8110.158.667.346.167.621.353.712002
20028.3710.478.838.616.627.495.874.342.843.08-2.38-3.08-9.432003
200310.6412.8111.4711.59.9411.1210.119.368.910.357.7610.8414.5844.972004
15-Year200411.2713.3312.1312.2110.8512.0111.2110.6810.4711.9710.1813.1516.4832.120.382005
200511.2213.1412.0112.0810.8311.8811.1410.6610.4711.7610.2312.6214.9624.4715.3410.522006
200611.7513.5912.5612.6611.5412.5711.9611.6111.5512.8211.6513.916.0523.4717.0415.4120.522007
200711.212.8911.8811.9310.8511.7411.1110.7210.5811.5910.4212.1513.6318.913.1510.84112.232008
20087.959.328.28.026.797.316.425.695.125.453.824.434.537.060.76-3.62-7.92-19.51-36.632009
20-Year20099.2110.599.599.518.439.028.317.777.417.936.677.558.0410.85.953.281.54-4.1-7.1136.162010
20109.7511.0910.1710.119.139.739.118.678.48.967.98.839.4112.027.976.035.161.641.4428.3420.972011
20118.8810.119.199.098.118.617.967.487.157.576.497.27.559.625.863.942.88-0.33-0.9614.945.6-7.812012
20129.2310.429.559.488.579.078.488.067.798.227.277.998.3910.357.065.54.82.392.4215.489.313.9117.122013
20139.8811.0610.2610.229.399.919.49.058.869.348.539.299.7711.718.837.627.265.496.0517.5513.3110.8621.5826.22014
25-Year20149.6110.729.949.899.089.569.068.718.518.948.168.849.2410.968.37.166.795.195.6215.0111.198.8715.0814.073.112015
20159.0310.079.39.228.438.858.347.987.758.17.327.98.219.77.186.055.624.084.3112.018.426.079.867.54-0.73-4.432016
20169.2410.259.529.458.79.128.648.318.118.477.758.328.6410.067.756.766.435.115.4312.369.327.4910.849.334.224.7814.872017
20179.4710.469.769.78.999.418.968.668.498.858.198.769.0810.448.327.447.196.056.4412.7510.138.6611.6810.627.038.3715.415.932018
20188.639.548.848.758.038.397.927.597.387.666.987.447.678.846.785.875.524.354.559.927.335.747.836.362.782.75.190.66-12.62019
30-Year20198.959.849.179.18.428.788.358.057.878.167.5488.259.397.486.676.45.395.6610.688.417.19.138.035.275.78.46.321.8218.632020
20208.819.679.028.948.298.628.217.917.7387.417.848.069.137.326.566.35.355.5910.188.086.878.647.625.25.557.675.942.8111.514.822021
20219.2210.079.459.48.789.128.748.488.328.618.078.518.769.818.137.457.266.436.7411.119.248.239.989.227.267.8710.079.137.515.1713.4822.872022
20228.549.338.728.648.028.327.927.647.467.77.157.537.718.657.026.326.085.235.449.347.516.467.866.985.035.276.745.443.467.924.564.44-11.232023
20238.739.518.928.858.258.558.187.927.7687.477.868.058.967.416.776.575.86.039.738.057.118.467.716.026.347.776.795.349.357.157.941.1715.292024
35-Year20248.739.488.918.848.268.558.197.947.788.027.527.888.078.947.476.866.675.956.179.658.087.228.477.786.246.567.867.015.89.227.438.093.5711.878.55
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.