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 90 S1B1: Returns Matrix

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

1991
1-Year199130.371992
199220.4311.241993
199323.3519.9829.411994
199417.5613.5814.761.771995
5-Year199518.0515.1516.4910.5220.021996
199617.8615.516.5912.6118.4516.91997
199717.7115.7316.6513.6617.9216.8916.881998
199815.6813.7214.1411.3113.8311.849.392.381999
199916.1614.514.9712.7315.0513.8512.8510.8920.12000
10-Year200014.4912.8413.0510.8812.4811.039.617.299.840.452001
200113.5812.0212.1110.1211.379.998.656.698.172.654.92002
200211.479.99.767.778.5575.443.293.51-1.49-2.45-9.282003
200313.8412.5612.6811.1312.2211.2810.59.4710.958.7711.6915.2546.412004
200414.2713.1213.2811.9212.9812.2311.6610.9312.4310.9513.7516.8632.6220.132005
15-Year200514.1113.0313.1711.9112.8812.1911.6811.0512.3411.113.3615.5825.315.9211.852006
200614.4813.4913.6512.5313.4712.8912.512.0213.2912.3514.4716.492417.3115.9320.162007
200713.7612.7912.911.812.6112.0211.5811.0712.0811.1112.7214.0819.4313.511.3811.142.792008
200810.078.988.847.598.027.146.375.465.784.294.794.777.310.85-3.47-8.09-19.62-37.152009
200911.5510.5910.559.47109.328.768.18.647.568.388.8211.686.764.272.45-2.85-5.5641.922010
20-Year20101211.111.110.110.6510.059.579.039.68.79.5610.0912.788.666.855.882.582.5130.9320.792011
201110.9810.0910.039.049.498.868.357.768.197.257.898.1910.336.54.683.530.49-0.0816.625.72-7.472012
201211.1810.3410.299.379.819.248.778.258.697.868.58.8310.837.455.965.152.842.8416.328.863.3415.422013
201311.8411.0711.0610.2110.6810.189.89.379.859.159.8510.2812.259.318.177.726.056.618.4813.2510.8521.3227.532014
201411.4410.6810.669.8410.269.779.388.969.388.79.329.6611.418.687.67.135.616.0115.6711.038.7214.7214.372.572015
25-Year201510.729.979.919.19.468.968.558.118.467.778.278.5210.027.446.355.824.334.5312.48.125.759.347.39-1.46-5.332016
201610.9810.2710.239.469.829.3698.68.958.338.849.1110.568.27.266.855.65.9213.069.457.6710.989.94.585.5917.772017
201711.1910.5110.489.7510.119.689.358.999.358.789.299.5710.968.787.957.646.566.9513.4610.338.9111.9111.227.479.1617.2216.662018
201810.269.589.528.799.098.648.287.888.177.577.988.179.367.256.395.984.885.0710.617.596.048.136.963.263.436.531.32-122019
201910.579.929.879.189.499.078.748.388.688.148.568.769.937.987.216.895.936.211.398.727.469.488.665.86.469.637.042.5319.462020
30-Year202010.479.849.799.129.429.018.78.358.638.128.518.719.817.967.246.946.066.3111.078.637.489.288.546.076.669.247.24.2213.427.692021
202110.8210.2210.199.569.869.499.28.899.188.719.129.3410.428.78.067.837.057.3611.889.688.7210.499.967.948.7311.2710.018.4116.2114.62222022
202210.029.429.368.738.998.68.297.968.27.718.058.219.167.496.836.545.745.949.977.836.828.227.535.515.887.595.983.968.384.923.57-12.082023
202310.219.639.588.979.238.868.588.278.518.058.48.569.497.917.37.056.336.5510.378.417.518.868.296.536.988.627.385.99.97.637.611.0716.182024
202410.189.629.578.989.238.888.68.318.548.18.438.599.487.987.47.176.496.7110.38.477.648.98.376.787.218.77.616.389.87.968.033.7412.689.292025
35-Year202510.349.89.769.29.459.118.858.578.818.48.738.899.768.337.87.66.987.2110.648.938.189.398.947.527.999.428.527.5510.689.279.66.713.8112.6416.09
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.