Figure 2
|
Index Portfolio - Simulated
Returns and Volatility Data*
|
| Data Label | 1 Mo. ending June 2009 | YTD ending June 2009 | 1 Yr ending 2008 | 1 Yr ending 2007 | 1 Yr ending 2006 | 1 Yr ending 2005 | 1 Yr ending 2004 | 1 Yr ending 2003 | 3 Yrs 2006- 2008 | 5 Yrs 2004- 2008 | 10 Yrs 1999- 2008 | 20 Yrs 1989- 2008 | 50 Yrs 1959- 2008 | 81 Yrs 1928- 2008 |
| Growth $1 | 1.00 | 1.06 | 0.72 | 1.03 | 1.17 | 1.08 | 1.15 | 1.31 | 0.87 | 1.09 | 1.59 | 4.57 | 116.60 | 1,056.54 |
| Return % | -.17 | 6.12 | -27.56 | 2.70 | 17.02 | 8.28 | 15.37 | 31.00 | -4.52 | 1.69 | 4.74 | 7.89 | 9.99 | 8.98 |
| Risk - SD | - | - | 17.86 | 8.03 | 6.59 | 6.82 | 7.69 | 9.01 | 12.91 | 11.12 | 10.64 | 9.90 | 10.28 | 15.19 |
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|
Figure 3
Figure 4
IFA
Indexfolios |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
YTD
Return % |
8.17% |
7.14% |
6.11% |
5.84% |
5.58% |
5.31% |
5.04% |
4.78% |
4.51% |
4.25% |
3.98% |
3.71% |
3.45% |
3.18% |
2.92% |
2.65% |
2.38% |
2.12% |
1.85% |
1.59% |
| Value*** |
4,343 |
3,573 |
2,911 |
2,558 |
2,218 |
1,899 |
1,604 |
1,339 |
1,105 |
900 |
724 |
576 |
453 |
352 |
270 |
205 |
154 |
114 |
83 |
60 |
| Risk**** |
22.79 |
22.32 |
21.89 |
20.73 |
19.59 |
18.47 |
17.37 |
16.27 |
15.19 |
14.12 |
13.06 |
12.01 |
10.97 |
9.94 |
8.92 |
7.92 |
6.93 |
5.96 |
5.04 |
4.18 |
|
| |
IFA
Indexes |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
YTD
Return % |
41.07% |
45.15% |
31.02% |
13.50% |
16.36% |
0.34% |
6.56% |
-6.15% |
-0.65% |
9.87% |
0.82% |
1.80% |
1.37% |
0.35% |
1.43% |
| Value*** |
66,823 |
48,934 |
32,460 |
25,770 |
14,946 |
12,062 |
3,382 |
2,833 |
2,151 |
1,793 |
1,216 |
52 |
47 |
52 |
28 |
| Risk**** |
26.77 |
24.83 |
24.26 |
25.58 |
23.88 |
26.07 |
24.91 |
N/A |
22.75 |
22.86 |
19.29 |
3.67 |
3.08 |
3.67 |
1.55 |
|
| |
Other
Indexes |
Sim.
S&P 500 |
Dow |
Nasdaq |
R3000 |
R2000 |
YTD
Return % |
0.82% |
-5.65% |
13.92% |
0.38% |
-0.45% |
| Value |
1,216 |
8,281 |
1,797 |
523 |
497 |
|
***Index data based on starting value of one, as of Jan 1, 1928. (Calculator). Source: ifa.com/btp, dfaus.com. & yahoo.com
****The risk measure is calculated as the annualized standard deviation of returns for 81 years from 1/1/1928 to 12/31/2008.
2008 Year End Data
|
| * When IFA Indexes are shown in Index Portfolios, all returns data reflects a deduction of 0.9% annual investment advisory fee, which is the maximum IFA fee. Your fee may be less depending on assets under management at IFA. Unless indicated otherwise, data shown for each individual IFA Index is shown without a deduction of the IFA advisory fee. |
Figure 5
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| Figure 6 |
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Figure 7 |
Past performance
is no guarantee of future results.
|
| |
Figure 8
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