IFA Index Portfolio 95 S1B1: Returns Matrix

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

1991
1-Year199131.471992
199221.1211.591993
199324.2520.7830.731994
199418.2514.1515.451.951995
5-Year199518.715.7117.1110.8420.511996
199618.5116.0717.2213.0419.0217.551997
199718.3616.3117.2814.1318.5117.5217.51998
199816.214.1714.6111.6314.1912.169.562.151999
199916.7415.0215.5113.1615.5414.3313.2811.2221.12000
10-Year200014.9513.2513.4611.1912.8111.339.827.3810.090.082001
20011412.3812.4710.3711.6310.228.816.748.312.444.852002
200211.7710.139.987.898.667.065.413.143.39-1.91-2.89-10.062003
200314.2612.9313.0611.4312.5311.5710.759.6611.228.8911.9915.7448.952004
200414.7413.5513.7112.2813.3712.61211.2412.8311.2414.2217.5334.3621.22005
15-Year200514.5913.4713.6212.313.2912.5912.0511.3912.7711.4413.8716.2426.6216.7412.452006
200614.9913.9714.1412.9513.9213.3412.9312.4313.7812.7815.0417.225.2218.1816.721.122007
200714.2213.2213.3312.1813.0112.4111.9511.4112.4911.4613.1914.6420.3414.0911.8211.52.652008
200810.259.128.977.658.077.176.355.395.714.134.654.627.290.48-4.12-9.09-21.23-39.562009
200911.8310.8210.789.6410.179.478.878.188.757.588.458.9111.936.724.042.04-3.63-6.6244.262010
20-Year201012.3111.3811.3710.3210.8710.259.759.179.788.819.7210.2713.128.766.825.722.192.0432.5821.842011
201111.2410.3210.259.219.669.018.477.858.37.297.988.2910.556.514.563.30.06-0.5717.375.87-82012
201211.4710.5910.549.5710.019.438.948.398.857.968.648.9911.117.555.965.062.62.5917.099.233.4216.252013
201312.1811.3811.3710.4810.9410.4410.039.5810.19.3510.110.5512.649.538.317.86.026.619.4113.8911.3622.5229.132014
201411.7710.9810.9610.0910.5210.019.619.169.628.899.559.9211.778.897.737.225.66.0316.4411.569.1315.5215.162.72015
25-Year201511.0210.2410.189.339.699.188.758.298.667.928.478.7310.337.616.455.874.294.5138.56.019.837.77-1.54-5.62016
201611.3110.5710.529.7210.099.619.238.819.28.539.089.3710.918.437.426.985.66613.719.918.0411.5610.424.815.8818.762017
201711.5310.8310.810.0410.49.979.629.249.629.029.579.8711.359.068.177.836.697.1114.1310.849.3512.5511.827.879.6518.1817.62018
201810.569.859.799.029.338.878.498.088.387.758.198.399.677.456.536.094.925.1311.127.946.328.547.33.43.586.841.33-12.692019
201910.8910.2210.169.449.759.338.988.618.938.358.819.0310.278.227.47.056.046.3311.939.137.89.969.096.066.7510.087.332.5320.412020
30-Year202010.7910.1410.099.399.699.278.948.588.898.348.778.9810.148.217.447.126.186.4611.69.037.829.748.956.346.969.667.54.3314.048.012021
202111.1710.5610.529.8610.169.789.489.169.488.989.429.6510.898.328.077.257.5812.4610.159.1511.0310.468.339.1611.8310.58.7917.0615.4323.352022
202210.359.739.6799.268.878.558.28.467.958.328.499.517.757.056.745.96.1210.478.237.168.667.935.86.197.996.34.178.875.273.93-12.432023
202310.549.949.899.269.529.148.858.538.798.38.688.859.858.197.547.286.516.7610.898.827.889.328.716.867.339.077.756.1910.438.068.081.1716.892024
202410.529.949.889.279.529.168.878.578.828.368.728.899.848.267.657.46.696.9310.818.888.019.358.797.117.569.137.986.6810.38.388.473.9213.219.662025
35-Year202510.6910.1310.099.59.759.419.148.859.118.679.039.2110.138.638.077.857.197.4511.159.368.579.869.387.888.379.878.937.8911.29.7410.08714.3913.1616.77
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.