IFA Index Portfolio 70 S1B1: Returns Matrix

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

1991
1-Year199126.041992
199217.79.911993
199319.8116.8224.161994
199414.8311.3212.041.11995
5-Year199515.4912.9914.039.2918.131996
199615.2913.2614.1110.9416.2214.341997
199715.1713.4514.1811.8115.6314.3914.451998
199813.6211.9512.310.0612.4210.588.763.341999
199913.912.4712.8411.0613.1611.9511.179.5716.172000
10-Year200012.6511.2511.429.7211.229.898.86.988.851.992001
200111.9510.6310.719.1410.349.098.076.537.613.575.172002
12-Year200210.3298.917.338.146.785.573.884.010.25-0.61-6.082003
200312.1411.0511.159.9310.9610.099.58.699.798.2610.4313.1636.322004
200412.411.4111.5410.4611.4410.7210.289.710.799.7511.7814.0725.7115.912005
15-Year200512.2111.2811.3810.3811.2710.610.199.6710.619.7111.3212.9120.0612.679.522006
200612.4611.6111.7310.8311.6811.1210.810.411.3110.6412.1513.619.1313.912.916.382007
200711.9111.0811.1610.2911.0310.4510.119.6810.419.7110.8611.8415.8111.199.659.723.442008
20089.258.338.237.257.76.946.345.645.874.785.145.137.132.08-1.11-4.42-13.38-27.462009
200910.379.569.548.689.218.68.177.668.067.287.888.2310.446.634.873.74-0.17-1.9232.622010
20-Year201010.679.929.929.139.669.118.758.328.758.18.739.1311.28.016.746.193.793.9124.3616.622011
20119.859.19.068.288.718.157.757.297.66.917.377.599.236.254.934.191.911.5313.575.1-5.292012
20129.969.249.218.488.98.388.027.67.917.317.7689.526.885.815.293.543.5613.27.393.0512.122013
201310.429.769.759.089.519.068.758.418.758.248.749.0410.538.237.417.155.896.3114.7610.688.7716.5621.172014
201410.069.429.48.749.138.688.378.038.337.828.258.499.87.676.876.585.425.712.558.927.0711.5411.252.152015
25-Year20159.468.818.778.118.4687.677.317.557.037.387.548.666.635.825.464.314.429.996.624.727.395.85-1.06-4.172016
20169.629.018.988.368.78.277.987.657.897.427.777.959.027.176.476.195.235.4310.477.636.28.657.83.684.4613.872017
20179.749.169.138.558.888.488.217.98.157.728.078.259.287.576.956.745.916.1510.748.287.139.368.815.927.2113.412.942018
201898.428.367.778.067.647.357.027.216.767.037.148.026.365.715.424.564.668.576.184.946.495.582.712.855.31.27-9.22019
20199.238.678.638.078.367.977.77.47.67.197.477.68.466.926.356.135.385.549.27.16.097.66.974.775.317.825.872.5115.732020
30-Year20209.138.598.558.018.287.917.657.367.557.157.427.548.356.896.366.155.455.618.977.046.127.476.915.015.57.546.023.810.996.452021
20219.378.858.828.318.588.237.997.737.937.577.847.988.777.426.946.786.166.369.547.817.048.367.956.47.029.018.066.8812.8511.4416.662022
20228.688.168.117.597.837.477.216.937.086.716.927.017.716.385.885.665.035.147.966.265.446.485.934.364.645.964.73.126.463.542.11-10.622023
20238.828.328.277.788.027.677.437.177.336.987.27.297.976.726.266.085.55.638.316.766.047.046.595.235.586.875.94.777.815.925.750.6813.412024
20248.88.318.267.788.017.687.457.27.357.017.237.327.976.786.346.175.635.778.296.836.177.16.75.475.816.986.155.217.836.316.283.0310.627.892025
35-Year20258.928.468.417.968.187.877.657.427.577.257.477.578.27.076.676.536.036.188.587.246.647.557.26.116.487.616.936.218.617.477.675.5411.5510.6313.44
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.