Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 85: Returns Matrix

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

1990
1-Year1990-12.751991
19916.1529.141992
19927.6819.6210.81993
199312.2322.0518.6627.071994
5-Year19949.6216.061212.61-0.211995
199511.1416.6513.7214.718.9919.041996
199611.6816.3713.9714.7810.9617151997
199711.715.7113.6114.1811.1715.2513.411.831998
199810.5913.9211.8912.089.311.819.56.852.11999
10-Year199911.5314.6112.9213.2211.0613.4712.1211.1710.8520.352000
200010.3712.9911.3311.49.32119.458.116.99.38-0.592001
20019.8112.1310.5510.538.619.948.497.236.127.491.583.82002
20028.2710.248.668.456.567.445.884.433.013.24-1.91-2.56-8.532003
14-Year200310.4212.4411.1511.189.7110.879.899.188.7410.127.710.6114.1942.542004
15-Year200410.9912.9211.7611.8410.5511.6810.8910.3910.1911.69.9312.7215.8730.419.32005
200510.9312.7211.6311.6910.511.5310.810.3510.1611.369.9312.1714.3623.214.549.972006
200611.4213.1312.1412.2411.1712.1811.5711.2411.1712.3611.2613.3715.3922.2916.1914.6719.572007
200710.8912.4711.511.5510.5211.3910.7710.410.2511.210.1111.7213.118.0112.5610.4110.622.342008
20087.889.158.087.916.747.266.45.725.185.493.964.544.647.021.05-3.05-7.04-18.04-34.362009
20-Year20099.0610.359.399.318.288.878.187.687.347.836.657.487.9510.545.953.471.9-3.39-6.1434.242010
20109.5610.819.929.878.949.538.938.518.268.797.798.679.2211.677.846.045.281.981.8526.8819.932011
20118.739.878.998.897.968.467.847.377.067.466.457.117.459.385.824.033.070.05-0.5214.285.44-7.32012
20129.0410.159.329.258.388.888.317.917.658.067.177.848.2210.056.935.484.852.582.6314.768.923.816.242013
20139.6510.759.989.949.159.669.168.838.659.18.339.059.511.318.597.467.155.486.0216.6812.6710.3520.3924.692014
25-Year20149.3810.419.669.618.849.328.838.498.38.77.978.618.9810.598.0676.675.165.5714.2810.658.4514.2713.32.962015
20158.829.799.058.978.218.638.147.797.577.97.167.77.999.376.995.935.534.084.311.438.035.89.357.14-0.68-4.192016
20169.019.959.249.188.468.878.418.097.98.237.568.098.389.77.516.596.285.045.3411.768.877.1310.278.834.014.5414.062017
20179.2210.139.469.418.739.148.78.418.258.587.968.498.7910.058.037.216.995.916.2712.129.638.2311.0610.056.667.9314.5515.052018
20188.429.268.598.57.828.177.727.47.197.456.817.247.458.536.585.725.44.34.489.4575.487.456.052.672.64.970.7-11.862019
30-Year20198.719.548.98.838.188.538.127.837.657.927.337.777.999.057.246.486.245.285.5210.188.036.788.687.645.045.468.026.081.8617.712020
20208.589.378.758.678.058.387.977.697.517.767.27.67.818.87.086.366.125.225.459.77.76.558.217.254.975.317.315.692.7410.934.552021
20218.969.749.159.098.58.848.468.218.068.337.818.238.469.437.847.27.036.246.5210.578.797.839.488.756.97.489.568.687.1414.3512.7121.512022
20228.39.038.448.367.778.067.687.417.237.456.927.287.458.326.766.15.885.085.278.887.146.147.456.614.7756.385.153.277.454.234.07-10.862023
20238.489.28.638.567.998.297.927.677.517.737.247.597.778.617.146.546.355.625.839.257.666.778.037.325.726.037.386.465.098.866.757.491.114.672024
35-Year20248.489.178.628.5588.297.937.697.547.757.287.627.798.67.26.636.455.775.979.27.76.888.067.45.956.267.496.695.558.777.067.73.4511.458.32
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.