Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 70: Returns Matrix

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

1990
1-Year1990-8.991991
19917.0325.851992
19927.9517.579.831993
199311.6419.516.4423.461994
5-Year19949.0914.1510.4910.82-0.521995
199510.4514.812.2138.117.471996
199610.8814.5912.4613.139.8815.4813.511997
199710.8614.0312.1712.6510.0913.8812.1210.741998
19989.9212.5510.7710.928.5710.988.896.652.711999
10-Year199910.6413.0711.5711.829.9912.2210.9410.19.7817.332000
20009.6811.7510.2810.348.5810.188.777.626.68.60.522001
12-Year20019.211.039.649.628.019.287.976.95.967.062.274.062002
20027.979.528.147.976.387.275.894.673.493.69-0.49-1-5.812003
20039.7211.3110.1810.218.9610.079.188.578.229.357.459.8612.8835.282004
15-Year200410.1311.6410.6210.689.5910.669.929.489.310.449.1211.3813.9325.316.052005
200510.0211.4210.4510.59.4910.449.769.369.1810.148.9910.7612.5119.3712.138.352006
200610.411.7410.8610.9410.0310.9510.3810.071010.9410.0611.7413.3418.7113.6512.4616.732007
20079.9611.1910.3310.379.4810.299.729.389.249.999.1110.3911.4915.3110.89.19.482.682008
20087.578.577.637.56.517.036.275.695.245.494.254.734.836.711.77-1.52-4.6-13.76-27.562009
20-Year20098.539.548.78.637.778.347.727.2877.46.457.137.539.585.83.862.76-1.51-3.5428.462010
20108.919.899.119.078.288.858.37.947.738.157.368.068.5210.467.35.915.432.782.8222.516.812011
20118.29.098.318.237.457.937.366.976.77.016.26.7378.535.584.163.481.010.612.244.92-5.762012
20128.429.298.568.497.768.247.727.377.157.476.757.287.589.026.445.294.863.013.0712.577.733.4613.582013
20138.899.749.069.028.358.848.388.087.928.277.658.228.589.997.746.856.675.35.7414.0510.718.7516.8320.182014
25-Year20148.639.438.778.728.068.518.067.767.597.97.37.88.19.347.256.416.194.945.2712.049.027.1511.8410.982.482015
20158.138.888.238.167.517.917.457.146.947.26.597.017.238.36.315.475.183.974.149.686.834.947.85.93-0.54-3.472016
20168.268.998.368.37.688.077.647.367.187.446.887.297.518.536.715.975.754.714.949.927.56.028.557.333.363.811.622017
20178.419.118.518.467.888.267.867.67.447.77.187.597.818.797.116.456.295.395.6710.28.16.919.198.335.556.612.0212.422018
20187.738.387.787.77.127.457.036.746.566.756.236.556.77.535.95.214.974.054.188.035.974.696.275.12.322.284.280.79-9.642019
30-Year20197.968.68.037.967.417.747.357.096.937.136.646.987.147.966.455.835.664.855.038.646.845.787.326.464.334.76.855.31.9214.942020
20207.828.437.887.817.277.587.26.956.796.976.56.816.967.726.285.75.534.774.938.226.555.586.926.114.244.546.224.912.529.23.742021
20218.118.718.188.137.627.937.587.357.217.416.987.37.468.216.876.366.235.575.788.917.426.67.927.315.816.298.017.36.0611.8710.3717.432022
20227.528.087.557.486.967.246.886.636.476.636.196.466.577.235.935.395.224.544.677.455.995.136.185.473.954.145.274.252.696.033.212.95-9.752023
20237.678.227.717.657.157.437.096.866.716.876.466.726.857.496.265.775.635.015.167.86.465.76.726.124.85.076.195.434.317.355.536.130.8912.792024
35-Year20247.678.27.717.647.177.447.116.886.746.96.56.766.887.56.335.865.735.155.37.796.545.846.796.245.065.326.355.74.787.395.946.53.0910.187.63
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.