Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHEM2LCHSFIGCGXFCFI

IFA Index Portfolio 35: Returns Matrix

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

1991
1-Year199118.111992
199212.677.491993
199313.4311.1614.961994
19949.566.846.52-1.31995
5-Year199510.388.538.875.9513.741996
6-Year199610.328.839.177.311.8810.051997
199710.028.738.987.5310.649.138.221998
19989.278.068.156.848.987.446.154.131999
19999.388.338.457.419.248.147.517.1610.282000
10-Year20008.737.747.776.788.197.126.395.796.643.112001
20018.367.437.426.517.686.76.045.515.973.884.662002
20027.686.786.715.836.765.85.114.494.592.752.580.542003
20038.477.77.727.027.997.296.96.687.26.447.589.0718.332004
20048.477.767.787.158.047.427.16.947.416.857.88.8713.38.482005
15-Year20058.27.537.536.937.717.136.816.6476.467.157.7810.36.54.562006
20068.327.77.717.177.917.47.147.027.386.987.638.2410.257.697.2910.12007
20078.037.437.426.97.567.066.86.656.946.537.027.428.866.6166.723.452008
20086.826.26.115.556.065.495.124.844.914.334.484.465.132.671.270.19-4.42-11.692009
20097.246.676.626.126.636.145.845.655.795.355.65.726.484.633.873.71.650.7614.982010
20-Year20107.356.816.786.316.816.366.15.946.15.725.996.146.865.314.794.843.573.612.229.532011
20116.886.356.295.826.265.815.535.345.435.045.225.275.814.353.773.642.392.137.23.51-2.182012
20126.96.396.345.96.325.95.645.475.575.225.45.465.974.684.214.163.23.167.244.782.497.382013
20137.026.546.496.096.496.15.875.735.845.535.725.86.35.164.84.834.14.217.725.974.818.59.632014
20146.786.316.265.866.235.855.625.475.555.255.45.465.884.814.454.443.763.86.635.043.956.075.431.382015
25-Year20156.425.965.895.55.835.455.225.055.114.794.94.925.274.253.873.83.123.085.393.872.774.052.96-0.22-1.82016
20166.45.965.895.525.845.475.255.15.154.864.974.995.314.374.043.993.43.395.454.163.294.423.691.791.995.932017
20176.45.975.915.555.865.515.35.165.214.945.045.075.384.514.214.183.663.685.554.423.714.734.212.893.46.116.292018
20185.995.565.495.135.415.064.844.684.714.424.494.484.743.893.573.492.962.914.53.42.663.372.711.381.382.470.78-4.452019
20196.075.675.65.265.535.24.994.854.884.624.74.74.954.173.893.843.373.374.863.93.293.993.522.532.773.943.291.828.52020
30-Year20205.935.535.465.135.385.064.864.724.744.494.564.554.784.033.763.713.263.254.63.713.143.753.312.442.613.522.931.835.121.842021
20215.995.615.555.235.485.174.984.854.884.644.714.724.944.2443.963.573.584.854.053.574.163.813.13.354.243.93.326.044.837.912022
20225.565.175.14.7754.694.494.344.354.14.144.124.33.613.353.272.862.823.953.142.633.082.661.911.982.531.971.132.570.670.09-7.162023
20235.645.275.24.895.114.824.634.494.514.274.324.314.493.843.613.553.183.164.243.513.063.513.172.542.673.252.872.313.722.562.790.338.422024
20245.655.35.234.935.144.864.684.554.574.344.394.384.563.953.733.683.343.334.353.683.273.73.42.8533.553.262.834.13.243.592.197.226.022025
35-Year20255.735.395.335.045.254.984.814.694.714.54.564.554.734.153.953.923.63.614.593.973.614.043.793.313.494.043.833.524.724.14.553.737.647.258.5
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.