Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHEM2LCHSFIGCGXFCFI

IFA Index Portfolio 100: Returns Matrix

Time Range:35 Years50 Years98 Years
Display Units: Annualized Return %Growth of Dollar $
Magnification: + Enlarge- ReduceOriginal

1991
1-Year199132.441992
199221.6711.781993
199324.6120.8730.71994
199417.9713.5114.380.11995
5-Year199518.515.2516.429.8820.621996
199618.1615.4916.4412.0418.5316.491997
199717.415.0615.7312.2616.6314.6912.921998
199815.2813.0213.2210.0212.6510.117.051.51999
199916.1514.2614.6212.1414.7113.2812.2411.923.362000
10-Year200014.2312.3712.4410.0511.810.128.587.1710.12-1.692001
200113.2111.4511.429.2110.588.997.556.257.890.893.542002
200210.949.178.916.727.585.844.162.52.75-3.33-4.14-11.252003
200313.5312.0912.1110.4111.6210.549.719.1910.87.8611.2415.3149.812004
200414.1512.8612.9511.4612.6611.8111.241112.6710.6513.9717.6735.4922.542005
15-Year200513.9812.7712.8411.4712.5711.7911.2811.0812.5210.8113.4916.1227.0116.9411.62006
200614.4913.3913.512.2813.3512.7212.3512.2813.7112.3914.9317.3525.8418.7416.8822.412007
200713.7212.6412.711.5112.4411.7811.3711.2112.3511.0412.9914.6520.6714.3211.711.752.012008
20089.638.428.216.867.366.45.64.965.313.474.144.227.050.09-4.84-9.77-22.53-41.172009
200911.059.979.868.689.278.517.917.518.076.657.628.1411.245.852.80.71-5.63-9.2440.012010
20-Year201011.6210.6210.569.4710.099.428.938.639.258.059.079.7112.658.155.934.830.840.4531.2623.062011
201110.559.569.448.378.878.187.657.287.746.537.317.6910.035.873.682.42-1.17-1.9516.245.92-8.842012
201210.929.989.898.99.418.788.328.028.57.438.238.6710.897.245.474.621.921.916.910.084.1118.892013
201311.6610.7910.759.8310.379.839.459.239.778.869.7110.2512.449.267.887.425.436.0119.2614.5811.8823.9529.212014
201411.310.4610.49.5210.019.489.18.889.368.499.259.7111.668.727.426.975.185.6416.4712.259.7116.6915.63.432015
25-Year201510.69.779.698.829.258.718.328.078.477.68.258.5910.297.516.245.724.014.2613.149.196.6110.878.32-0.83-4.912016
201610.8210.049.969.149.579.078.718.498.98.18.759.110.728.187.066.655.195.5513.5610.218.211.9710.314.645.2516.52017
201711.0710.3210.269.489.919.459.128.949.348.619.259.6211.178.837.847.536.276.7114.0111.129.5112.9111.747.769.2417.0917.682018
201810.069.39.218.438.798.37.947.718.037.287.88.069.47.136.15.694.414.6310.837.986.248.586.952.992.875.610.55-14.092019
201910.49.689.618.879.238.788.468.268.597.98.438.7110.027.927.016.685.565.8611.679.177.73108.795.716.189.146.791.7420.472020
30-Year202010.239.539.458.739.088.648.338.138.457.788.288.539.757.766.96.65.555.8211.138.827.499.488.355.666.048.376.432.9312.665.362021
202110.6910.039.979.39.659.258.978.819.148.539.059.3310.548.687.927.696.787.1312.1810.139.0210.9910.147.978.6311.0710.028.1816.8215.0325.592022
20229.99.249.168.488.88.388.087.898.177.557.998.219.287.496.716.425.55.7310.258.257.18.687.75.555.827.4463.818.845.225.15-11.972023
202310.19.469.398.749.058.668.388.218.497.918.358.579.627.927.26.966.126.3810.668.827.89.318.486.66.968.547.455.8310.347.948.821.2916.542024
202410.079.459.388.759.058.678.418.248.517.958.388.599.597.977.297.076.286.5310.568.837.889.298.526.827.168.597.646.2810.128.158.873.812.729.012025
35-Year202510.289.699.639.039.338.978.728.588.858.328.748.979.948.417.787.596.867.1410.989.388.539.899.227.78.19.58.747.6811.219.7310.637.1814.4413.4117.98
19911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022202320242025

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.