Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHEM2LCHSFIGCGXFCFI

IFA Index Portfolio 70: Returns Matrix

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

1991
1-Year199125.831992
199217.549.81993
199319.4816.4223.441994
199414.1210.4710.8-0.551995
5-Year199514.7812.1712.978.0717.441996
199614.5712.4413.119.8615.4613.511997
199714.0112.1512.6310.0813.8712.1210.751998
199812.5310.7510.918.5610.978.896.652.711999
199913.0611.5511.819.9812.2110.9410.19.7817.332000
10-Year200011.7410.2710.338.5810.178.787.626.68.60.522001
200111.029.639.6189.287.976.95.967.062.274.062002
12-Year20029.518.137.976.377.275.894.673.493.69-0.49-1-5.812003
200311.310.1710.28.9610.079.188.588.229.357.459.8612.8835.282004
200411.6310.6110.689.5910.659.929.489.310.449.1211.3813.9325.316.052005
15-Year200511.4110.4510.59.4810.449.779.369.1810.148.9910.7612.5119.3712.138.352006
200611.7410.8610.9310.0210.9510.3810.071010.9410.0611.7413.3418.7113.6512.4616.732007
200711.1810.3310.369.4810.299.729.389.249.999.1110.3911.4915.3110.89.19.482.682008
20088.577.637.496.517.036.275.695.245.494.254.734.836.711.77-1.52-4.6-13.76-27.562009
20099.538.698.637.768.347.727.2877.46.457.137.539.585.83.862.76-1.51-3.5428.462010
20-Year20109.899.19.078.278.858.37.947.738.157.368.068.5210.467.35.915.432.782.8222.516.812011
20119.088.318.237.447.937.366.976.77.016.26.7378.535.584.163.481.010.612.244.92-5.762012
20129.288.558.497.768.247.727.377.157.476.757.287.589.026.445.294.863.013.0712.577.733.4613.582013
20139.749.069.028.358.848.388.087.928.277.658.228.589.997.746.856.675.35.7414.0510.718.7516.8320.182014
20149.428.768.728.068.518.067.767.597.97.37.88.19.347.256.416.194.945.2712.049.027.1511.8410.982.482015
25-Year20158.888.228.157.517.917.457.146.947.26.597.017.238.36.315.475.183.974.149.686.834.947.85.93-0.54-3.472016
20168.988.368.37.688.077.657.367.187.446.887.297.518.536.715.975.754.714.949.927.56.028.557.333.363.811.622017
20179.118.518.467.888.267.867.67.447.77.187.597.818.797.116.456.295.395.6710.28.16.919.198.335.556.612.0212.422018
20188.377.787.77.117.457.036.756.566.756.236.556.77.535.95.214.974.054.188.035.974.696.275.12.322.284.280.79-9.642019
20198.598.037.967.417.747.357.096.937.136.646.987.147.966.455.835.664.855.038.646.845.787.326.464.334.76.855.31.9214.942020
30-Year20208.437.877.817.277.587.26.956.796.976.56.816.967.726.285.75.534.774.938.226.555.586.926.114.244.546.224.912.529.23.742021
20218.718.188.127.617.937.587.357.217.416.987.37.468.216.876.366.235.575.788.917.426.67.927.315.816.298.017.36.0611.8710.3717.432022
20228.087.557.486.967.246.886.636.476.636.196.466.577.235.935.395.224.544.677.455.995.136.185.473.954.145.274.252.696.033.212.95-9.752023
20238.227.717.647.157.437.096.866.716.876.466.726.857.496.265.775.635.015.167.86.465.76.726.124.85.076.195.434.317.355.536.130.8912.792024
20248.27.717.647.177.447.116.886.746.96.56.766.887.56.335.865.735.155.37.796.545.846.796.245.065.326.355.74.787.395.946.53.0910.187.632025
35-Year20258.357.887.827.367.637.327.116.987.146.777.037.157.756.656.226.115.585.748.126.976.347.266.795.756.057.056.555.848.267.187.895.6211.3110.5813.6
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.