Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 95: Returns Matrix

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

1990
1-Year1990-15.251991
19915.531.331992
19927.4520.9811.451993
199312.5823.7520.1329.481994
5-Year19949.9417.331313.78-0.011995
199511.5717.8714.7315.859.5820.091996
199612.1917.5614.9815.8811.6718.0215.981997
199712.2316.8314.5715.2111.8916.1714.2512.551998
199811.0114.8212.6412.849.7712.379.96.991.71999
10-Year199912.115.6313.8114.1511.7814.312.8911.8811.5522.362000
200010.813.8112.0212.099.811.539.898.427.089.88-1.322001
200110.1912.8511.1511.129.0110.378.827.456.217.761.123.632002
20028.4510.7198.766.677.545.854.252.672.92-2.85-3.61-10.342003
200310.8613.1711.7811.8110.1811.3710.339.549.0510.587.8211.0514.9647.392004
15-Year200411.5313.7412.4912.5811.1612.3411.5110.9610.7412.3210.4213.5617.0833.821.462005
200511.513.5612.3912.4611.1512.2211.4710.9710.7812.1410.5213.0615.5525.7416.1411.062006
200612.0714.0412.9713.0811.9112.9712.3411.9811.9213.2712.0214.4216.7124.6617.8916.1421.462007
200711.4913.312.2612.3211.1812.0911.4511.0510.911.9710.7412.5814.1419.7913.7311.2711.372.122008
20088.029.488.328.126.837.346.415.655.055.393.664.34.397.070.44-4.22-8.83-21.01-38.92009
20-Year20099.3510.839.799.698.569.168.417.857.478.016.677.68.1111.045.923.051.14-4.84-8.1538.092010
20109.9211.3610.410.349.319.929.278.818.529.117.988.969.5712.358.0865.011.260.9729.822.012011
20119.0210.339.389.278.248.758.087.577.227.666.527.267.639.845.883.822.66-0.73-1.4415.65.76-8.322012
20129.410.679.779.698.749.258.648.27.918.377.368.128.5410.637.165.54.722.172.1816.199.74.0118.012013
201310.111.3610.5310.499.6210.159.629.269.059.568.79.5110.0212.089.067.767.355.486.0518.4113.9511.3822.7627.712014
25-Year20149.8211.0110.2110.159.39.799.288.918.79.168.339.069.4811.328.527.36.895.25.6515.7411.739.2915.8914.843.272015
20159.2310.349.549.468.639.068.538.157.918.297.478.088.41107.356.155.684.054.312.588.816.3510.377.93-0.78-4.672016
20169.4610.549.789.718.929.358.868.528.318.697.948.548.8810.47.976.926.555.165.5112.969.777.8511.419.824.435.0215.682017
20179.7110.7710.049.999.249.669.218.98.729.18.419.019.3610.818.587.657.376.176.5813.3810.629.0812.2911.187.48.8116.2416.812018
20188.829.89.078.988.238.598.127.777.557.857.147.637.879.126.965.995.614.394.610.377.665.998.216.662.882.795.40.61-13.352019
30-Year20199.1710.129.439.368.659.018.578.268.078.387.738.238.499.717.716.856.555.485.7711.188.797.429.578.415.495.948.776.561.7819.552020
20209.039.959.289.28.528.868.438.137.948.237.68.078.319.457.556.746.455.465.7210.668.457.189.067.995.435.88.036.192.8712.095.092021
20219.4810.389.759.699.049.3998.738.578.888.318.799.0510.188.427.697.496.616.9411.659.698.6310.499.687.628.2510.579.587.841614.2624.232022
20228.779.628.988.98.258.568.167.877.687.947.357.777.978.987.266.526.265.375.599.87.886.788.277.345.295.557.095.723.648.384.894.8-11.62023
20238.979.819.199.128.58.818.438.157.998.257.78.118.329.37.676.996.775.976.2110.28.447.468.898.16.316.658.167.125.599.857.558.381.2315.922024
35-Year20248.979.789.189.118.518.818.448.188.028.277.748.148.349.277.737.086.886.126.3610.118.467.558.888.156.536.868.237.336.049.677.798.483.6912.298.78
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.