Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 75: Returns Matrix

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

1990
1-Year1990-10.241991
19916.7526.951992
19927.8718.2510.151993
199311.8420.3517.1824.661994
5-Year19949.2814.791111.42-0.421995
199510.6815.4212.7113.578.417.991996
199611.1515.1812.9613.6810.2415.9814.011997
199711.1514.5912.6513.1610.4514.3312.5511.11998
199810.1513.0111.1411.318.8211.269.16.722.511999
10-Year199910.9413.5912.0212.2910.3512.6411.3310.4610.1418.332000
20009.9212.1710.6310.698.8310.4597.796.78.860.152001
20019.4111.399.959.938.219.58.157.016.017.212.043.972002
13-Year20028.079.768.328.146.447.335.894.593.343.54-0.96-1.52-6.712003
20039.9611.6910.5110.549.2210.349.428.788.49.627.5410.1313.3437.72004
15-Year200410.4312.071111.079.911110.259.799.6110.849.411.8414.592717.132005
200510.3311.8610.8510.99.8310.8110.129.699.5210.569.3111.2413.1420.6512.948.892006
200610.7512.2111.2911.3710.4111.3710.7810.4710.411.4210.4712.2914.0319.914.513.217.682007
200710.2811.6210.7310.769.8310.6610.079.729.5910.49.4510.8512.0316.2111.399.549.862.562008
20087.688.787.797.656.67.126.335.715.235.514.174.694.796.841.56-2-5.39-15.17-29.832009
20-Year20098.729.828.948.877.958.537.897.437.137.566.547.277.699.925.873.762.51-2.1-4.3530.382010
20109.1410.219.399.358.519.098.528.147.928.387.528.298.7810.897.515.985.412.552.5423.9617.852011
20118.389.368.558.477.638.127.537.126.847.186.36.877.178.835.684.143.370.720.2612.935.1-6.282012
20128.649.598.828.767.988.477.937.567.337.686.97.497.819.386.625.384.882.892.9513.318.133.5814.462013
20139.1610.099.389.348.639.128.658.348.178.567.98.528.910.458.047.076.855.385.8614.9411.379.2918.0221.682014
25-Year20148.899.779.089.038.338.798.338.027.848.187.548.098.419.787.546.626.375.045.412.799.577.5912.6511.762.642015
20158.379.198.518.447.758.167.697.377.167.446.87.267.58.676.555.645.324.034.2110.277.235.238.326.34-0.59-3.712016
20168.529.328.668.67.958.357.917.627.447.727.127.577.828.946.996.195.954.845.0910.547.966.399.137.833.584.0512.432017
20178.699.468.848.798.178.568.157.887.7287.467.98.159.227.436.726.545.585.8910.848.617.359.818.95.937.0412.8713.32018
20187.978.688.067.987.367.77.276.976.7876.436.796.967.886.145.45.134.154.298.516.324.966.675.422.442.394.510.77-10.382019
30-Year20198.228.928.338.267.688.017.627.357.187.416.897.257.448.346.726.065.865.015.219.167.246.127.786.864.574.967.245.571.915.872020
20208.088.768.188.117.547.867.477.217.047.256.757.097.268.096.565.935.744.945.128.726.945.917.356.54.494.86.595.182.69.784.012021
20218.49.078.518.467.928.247.887.657.57.737.277.627.88.637.216.656.515.816.049.467.887.028.457.86.186.698.537.776.4312.711.1518.792022
20227.798.417.867.787.247.537.166.96.746.926.456.746.887.66.225.645.454.734.887.936.385.476.615.854.234.435.654.562.896.53.553.33-10.122023
20237.958.568.037.967.447.727.377.146.997.176.737.027.167.876.576.045.885.225.398.296.866.067.166.525.115.396.595.784.577.855.946.590.9713.422024
35-Year20247.958.548.027.967.467.737.397.167.027.26.777.067.197.876.636.135.985.375.548.266.936.197.226.635.365.646.736.045.047.856.326.913.2110.617.86
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.