Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHLCHSFIGCGXFCFI

IFA Index Portfolio 45: Returns Matrix

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

1991
1-Year199120.311992
199214.078.151993
199315.1612.6717.381994
199410.877.897.76-1.081995
5-Year199511.649.5710.056.5614.791996
199611.549.8610.38.0312.911.041997
7-Year199711.179.7110.028.2611.569.988.941998
199810.218.838.957.349.557.866.33.721999
199910.449.269.428.1510.098.958.267.9212.292000
10-Year20009.68.478.517.38.777.66.766.047.222.372001
20019.138.078.066.958.147.076.35.656.33.424.482002
20028.227.187.0966.925.8454.234.351.831.56-1.282003
20039.38.438.467.68.617.877.427.177.876.798.3110.2723.172004
20049.48.68.647.888.828.177.827.668.337.558.8910.416.7410.642005
15-Year20059.148.398.47.698.527.917.577.47.947.238.239.1912.918.115.642006
20069.328.628.668.018.818.288.017.98.447.98.859.7412.689.398.77122007
20078.958.288.297.668.377.857.567.437.857.38.038.6310.737.826.897.523.232008
20087.376.666.565.886.395.775.355.035.164.394.654.675.72.510.57-1.06-7.01-16.232009
20097.957.37.256.647.186.666.336.116.335.756.146.347.485.073.993.580.91-0.2318.832010
20-Year20108.137.527.496.937.456.986.76.536.766.276.676.927.995.985.225.133.493.5715.1611.612011
20117.566.966.896.346.796.316.015.85.965.455.735.866.684.783.973.72.111.838.683.94-3.22012
20127.637.067.016.496.926.486.26.026.185.736.016.156.935.264.614.463.253.268.85.652.799.152013
20137.847.317.276.797.226.816.576.426.66.216.516.687.435.985.475.454.544.779.567.355.9710.8812.642014
20147.587.067.016.546.936.546.296.146.295.96.166.296.945.585.095.024.184.328.216.24.897.737.031.72015
25-Year20157.176.656.596.126.486.085.825.655.775.375.575.656.24.94.394.273.443.476.644.743.415.143.83-0.31-2.282016
20167.186.696.636.186.536.155.915.755.865.55.75.786.35.14.654.563.853.926.765.134.095.624.752.242.527.552017
20177.216.746.686.266.596.236.015.865.985.645.835.926.425.314.914.854.224.326.95.494.656.025.43.664.337.88.042018
20186.716.246.175.746.045.675.435.275.354.995.145.185.64.524.13.983.343.355.544.163.264.223.421.671.663.010.81-5.932019
20196.846.386.325.926.215.865.645.55.585.265.415.465.874.874.54.423.863.915.974.764.034.974.383.073.344.83.891.8810.342020
30-Year20206.696.246.185.786.065.725.515.365.435.125.265.35.674.734.374.283.753.795.664.543.864.684.132.973.184.313.512.056.292.382021
20216.816.396.335.956.225.915.715.575.655.365.515.565.935.054.734.674.24.276.045.044.465.264.833.94.215.344.94.137.726.4310.632022
20226.325.895.825.445.685.365.1555.054.754.864.875.194.323.983.883.43.414.983.983.373.993.482.512.623.342.651.63.581.420.94-7.92023
20236.426.015.945.585.825.515.315.175.234.955.065.095.44.584.274.23.763.795.284.383.844.454.033.213.384.113.622.914.773.423.770.59.672024
20246.426.025.965.615.845.545.355.225.285.015.125.155.454.674.384.323.913.955.364.524.034.64.233.53.684.373.983.415.054.034.442.468.076.482025
35-Year20256.516.136.075.735.965.685.495.375.435.185.295.335.624.894.624.574.194.245.64.824.384.954.633.984.194.874.574.145.694.925.444.168.658.129.06
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.