Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHEM2LCHSFIGCGXFCFI

IFA Index Portfolio 85: Returns Matrix

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

1991
1-Year199129.131992
199219.6110.791993
199322.0518.6527.071994
199416.0511.9912.6-0.221995
5-Year199516.6413.7114.78.9819.031996
199616.3713.9714.7810.9517151997
199715.7113.6114.1811.1715.2513.411.831998
199813.9111.8912.079.2911.819.516.862.11999
199914.6112.9113.2211.0613.4712.1211.1810.8520.352000
10-Year200012.9911.3311.399.32119.468.116.99.38-0.592001
200112.1210.5510.528.619.948.497.246.127.491.583.82002
200210.248.668.456.567.445.884.433.013.24-1.91-2.56-8.532003
200312.4411.1511.189.7110.879.899.188.7410.127.710.6114.1942.542004
14-Year200412.9211.7611.8410.5511.6810.910.3910.1911.69.9312.7215.8730.419.32005
15-Year200512.7211.6311.6910.511.5310.810.3510.1611.369.9312.1714.3623.214.549.972006
200613.1312.1412.2411.1712.1811.5711.2411.1712.3611.2613.3715.3922.2916.1914.6719.572007
200712.4711.511.5510.5211.3910.7710.410.2511.210.1111.7213.118.0112.5610.4110.622.342008
20089.158.087.916.747.266.45.725.185.493.964.544.647.021.05-3.05-7.04-18.04-34.362009
200910.359.399.318.288.878.187.687.347.836.657.487.9510.545.953.471.9-3.39-6.1434.242010
20-Year201010.819.929.878.949.538.938.518.268.797.798.679.2211.677.846.045.281.981.8526.8819.932011
20119.878.998.897.968.467.847.387.067.466.457.117.459.385.824.033.070.05-0.5214.285.44-7.32012
201210.159.329.258.388.888.317.917.658.067.177.848.2210.056.935.484.852.582.6314.768.923.816.242013
201310.759.989.949.159.669.168.838.659.18.339.059.511.318.597.467.155.486.0216.6812.6710.3520.3924.692014
201410.419.669.618.849.328.838.58.38.77.978.618.9810.598.0676.675.165.5714.2810.658.4514.2713.32.962015
25-Year20159.799.058.978.218.638.147.797.577.97.167.77.999.376.995.935.534.084.311.438.035.89.357.14-0.68-4.192016
20169.959.249.188.468.878.418.097.98.237.568.098.389.77.516.596.285.045.3411.768.877.1310.278.834.014.5414.062017
201710.139.469.418.739.148.718.418.258.587.968.498.7910.058.037.216.995.916.2712.129.638.2311.0610.056.667.9314.5515.052018
20189.268.598.57.828.177.727.47.197.456.817.247.458.536.585.725.44.34.489.4575.487.456.052.672.64.970.7-11.862019
20199.548.98.838.188.538.127.837.657.927.337.777.999.057.246.486.245.285.5210.188.036.788.687.645.045.468.026.081.8617.712020
30-Year20209.378.758.678.058.387.977.697.517.767.27.67.818.87.086.366.125.225.459.77.76.558.217.254.975.317.315.692.7410.934.552021
20219.749.159.098.58.848.468.218.068.337.818.238.469.437.847.27.036.246.5210.578.797.839.488.756.97.489.568.687.1414.3512.7121.512022
20229.038.448.367.778.067.687.417.237.456.927.287.458.326.766.15.885.085.278.887.146.147.456.614.7756.385.153.277.454.234.07-10.862023
20239.28.638.567.998.297.927.677.517.737.247.597.778.617.146.546.355.625.839.257.666.778.037.325.726.037.386.465.098.866.757.491.114.672024
20249.178.628.5588.297.937.697.547.757.287.627.798.67.26.636.455.775.979.27.76.888.067.45.956.267.496.695.558.777.067.73.4511.458.322025
35-Year20259.368.828.768.248.528.197.967.828.047.597.948.118.97.587.056.96.276.59.578.197.458.598.026.747.098.297.676.789.748.479.276.4112.8811.9915.79
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.