Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHLCHSFIGCGXFCFI

IFA Index Portfolio 25: Returns Matrix

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

1991
1-Year199115.911992
199211.276.831993
199311.79.6512.541994
19948.245.795.28-1.511995
5-Year19959.117.477.695.3412.681996
19969.17.798.036.5710.859.061997
19978.877.747.926.89.728.277.491998
19988.327.277.356.348.47.0164.531999
19998.317.47.486.668.377.326.756.388.272000
10-Year20007.8677.026.257.616.626.025.536.043.852001
20017.586.786.776.077.26.325.785.365.634.344.832002
20027.136.376.325.656.595.745.24.754.83.673.582.352003
20037.616.946.966.417.336.686.356.166.486.046.787.7713.482004
20047.526.96.96.47.236.646.346.186.466.16.677.299.846.312005
15-Year20057.246.656.636.166.886.326.025.846.025.656.026.327.684.883.472006
20067.36.756.756.316.996.496.246.16.296.026.386.697.815.985.818.212007
20077.086.566.546.126.736.2565.8565.725.996.186.975.45.095.923.672008
20086.245.75.635.185.685.154.844.64.64.24.254.174.472.761.891.37-1.89-7.162009
20096.495.995.945.546.035.575.315.135.184.884.995.015.44.113.673.722.271.5711.132010
20-Year20106.546.076.025.656.125.695.465.35.375.115.235.285.654.584.294.463.543.59.277.452011
20116.165.695.635.265.685.2554.834.854.574.644.624.873.843.53.52.582.315.683.05-1.162012
20126.135.695.635.285.675.275.044.884.94.654.724.714.954.043.763.83.082.965.663.92.175.62013
20136.155.735.685.355.725.355.134.995.024.794.864.875.14.294.074.153.583.565.854.573.636.116.622014
20145.945.525.465.145.485.124.94.754.774.544.594.574.7643.773.83.263.25.043.862.984.43.811.072015
25-Year20155.645.235.164.845.154.794.574.414.44.164.184.144.273.543.293.272.742.634.12.982.112.942.07-0.14-1.332016
20165.595.195.124.815.114.764.554.44.394.174.194.154.283.63.383.372.92.814.133.172.473.212.621.321.454.32017
20175.555.175.14.85.094.754.554.414.44.194.214.174.293.673.473.463.042.984.173.342.763.4332.122.474.424.542018
20185.234.854.784.484.744.44.24.044.023.83.83.743.823.212.992.962.532.433.442.622.032.491.981.081.081.90.72-2.962019
20195.284.924.854.564.814.54.34.164.143.943.953.93.993.423.233.222.842.773.733.012.5332.641.992.173.072.661.736.652020
30-Year20205.144.794.724.444.684.374.184.034.013.813.813.763.843.33.113.092.732.663.522.862.412.812.471.892.032.712.321.593.941.32021
20215.154.84.744.474.694.44.224.084.063.883.883.833.913.43.233.222.892.843.653.052.663.052.772.32.473.122.892.484.363.235.192022
20224.764.424.344.074.283.983.793.643.63.413.393.323.372.862.672.622.282.192.92.291.872.151.811.291.321.71.270.631.55-0.09-0.79-6.422023
20234.834.514.434.174.374.093.913.773.743.563.553.493.543.072.92.872.572.53.172.632.272.562.291.861.952.372.091.692.651.671.80.147.172024
20244.864.544.474.224.414.143.973.843.813.643.633.583.633.193.033.012.732.673.322.822.52.792.552.192.312.722.522.243.132.442.731.926.365.562025
35-Year20254.914.614.544.34.494.234.063.943.923.763.753.713.773.353.213.192.932.893.523.062.773.062.872.562.73.112.982.783.643.143.523.16.586.276.45
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.