IFA Index Portfolio 100 S2B2S2B2100IFA Index Portfolio 95 S2B2S2B295IFA Index Portfolio 90 S2B2S2B290IFA Index Portfolio 85 S2B2S2B285IFA Index Portfolio 80 S2B2S2B280IFA Index Portfolio 75 S2B2S2B275IFA Index Portfolio 70 S2B2S2B270IFA Index Portfolio 65 S2B2S2B265IFA Index Portfolio 60 S2B2S2B260IFA Index Portfolio 55 S2B2S2B255IFA Index Portfolio 50 S2B2S2B250IFA Index Portfolio 45 S2B2S2B245IFA Index Portfolio 40 S2B2S2B240IFA Index Portfolio 35 S2B2S2B235IFA Index Portfolio 30 S2B2S2B230IFA Index Portfolio 25 S2B2S2B225IFA Index Portfolio 20 S2B2S2B220IFA Index Portfolio 15 S2B2S2B215IFA Index Portfolio 10 S2B2S2B210IFA Index Portfolio 5 S2B2S2B25IFA Index Portfolio 0 S2B2S2B20

IFA Index Portfolio 80 S1B1: Returns Matrix

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

1991
1-Year199128.191992
199219.0510.561993
199321.5718.3826.761994
199416.1812.4413.391.421995
5-Year199516.7514.0615.259.8919.061996
199616.5614.3615.3311.7617.3115.61997
199716.4314.5815.412.7216.7615.6215.651998
199814.6412.8213.210.6713.1111.29.062.841999
199915.0213.4713.8911.8814.0912.891210.2118.122000
10-Year200013.5612.0412.2210.2911.8410.459.197.139.331.22001
200112.7511.3111.49.6110.849.528.356.597.883.095.022002
200210.899.449.327.548.336.885.493.573.75-0.64-1.54-7.692003
200312.9811.7911.9110.5211.5810.689.999.0810.378.5211.0714.2341.352004
14-Year200413.3312.2612.411.1812.2111.4710.9710.3111.6110.3512.7715.4729.1518.012005
15-Year200513.1512.1512.2711.1412.0711.3910.9310.3611.4710.412.3414.2522.6714.2810.672006
200613.4612.5412.6911.6712.571211.6411.2112.311.4913.3115.0421.5515.5914.418.252007
200712.8211.9312.0211.0411.8111.2310.8410.3711.2410.4111.7912.9617.6112.3310.510.423.12008
20089.678.668.557.437.877.066.375.575.854.564.994.997.261.5-2.25-6.21-16.47-32.322009
200910.9710.0810.069.099.628.978.487.98.387.458.168.5611.116.744.623.16-1.43-3.6237.252010
20-Year201011.3410.5210.529.6310.169.69.188.79.28.429.179.6412.038.376.846.093.253.327.6318.692011
201110.439.619.568.679.118.528.067.547.917.17.667.929.816.44.843.91.250.7915.15.4-6.42012
201210.589.89.768.939.378.828.417.958.327.68.158.4410.27.25.925.253.233.2614.768.113.1913.752013
201311.1410.4210.429.6610.119.639.298.99.328.729.329.6811.428.87.827.476.016.516.6111.969.818.9324.332014
201410.7610.0610.049.39.719.238.898.518.878.288.89.110.638.197.266.895.555.914.19.977.8913.1212.82.342015
25-Year201510.099.49.358.618.978.498.137.728.027.427.848.059.367.056.115.664.354.511.27.365.238.366.61-1.27-4.772016
201610.319.659.618.929.278.838.58.138.447.898.328.559.817.76.886.545.445.711.768.536.929.818.844.125.0215.82017
201710.479.849.819.169.59.098.798.468.768.268.698.9310.148.197.477.216.266.5812.099.298.0110.62106.698.1815.2914.782018
20189.6498.948.298.588.157.827.467.77.187.527.678.716.826.065.724.744.899.586.885.497.36.262.983.145.911.29-10.622019
20199.99.39.258.638.938.538.237.98.157.678.038.29.217.466.86.525.675.8910.297.96.778.547.815.285.878.726.452.5117.582020
30-Year20209.819.229.178.578.868.478.187.878.17.647.988.139.097.446.816.565.775.9810.017.826.798.377.715.536.078.386.6412.197.052021
202110.19.549.518.949.238.868.68.328.568.158.498.679.618.077.517.316.626.8810.78.747.889.428.957.167.8710.139.037.6414.5213.0219.312022
20229.368.88.748.178.418.047.767.457.657.227.57.628.456.956.366.115.45.558.967.046.127.346.724.925.256.775.333.547.414.222.84-11.372023
20239.528.988.938.388.638.278.017.737.937.527.817.938.747.326.796.585.936.119.347.586.777.947.435.876.277.746.635.338.856.776.670.8614.782024
20249.498.978.928.398.638.288.037.767.957.567.847.968.737.386.886.686.076.259.297.646.897.997.526.116.57.836.875.798.87.137.143.3711.638.572025
35-Year20259.649.139.098.588.828.498.2688.27.838.118.248.997.717.247.076.516.719.68.077.48.468.066.817.228.57.726.879.638.368.626.112.6611.6214.75
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.