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-Year199128.221992
199219.0710.581993
199321.5918.4126.791994
199416.2112.4613.411.441995
5-Year199516.7814.0815.279.9119.081996
199616.5814.3915.3611.7817.3415.621997
199716.4514.615.4212.7416.7815.6515.671998
199814.6612.8413.2310.6913.1311.229.082.871999
199915.0413.4913.9211.914.1212.9112.0210.2418.142000
10-Year200013.5812.0612.2510.3111.8610.479.227.159.361.232001
200112.7811.3411.429.6410.869.558.376.627.93.125.042002
200210.919.469.357.568.356.95.523.593.78-0.61-1.52-7.672003
20031311.8211.9310.5411.610.710.029.110.48.5411.0914.2541.372004
14-Year200413.3512.2812.4311.212.2311.4910.9910.3411.6310.3812.7915.529.1718.032005
15-Year200513.1712.1712.2911.1612.0911.4110.9610.3811.510.4312.3714.2822.6914.310.692006
200613.4912.5712.7111.6912.5912.0211.6711.2312.3211.5213.3315.0621.5715.6114.4218.282007
200712.8511.9512.0411.0611.8311.2510.8610.3911.2610.4311.8112.9817.6412.3510.5210.443.122008
20089.698.698.577.457.97.086.45.595.874.595.025.017.291.53-2.22-6.18-16.45-32.32009
200910.9910.1110.089.119.6498.57.938.47.478.198.5911.136.764.643.18-1.41-3.637.272010
20-Year201011.3710.5410.549.6510.199.629.28.729.228.459.29.6712.058.396.876.123.283.3327.6518.712011
201110.459.639.588.699.148.548.097.577.947.137.687.959.846.434.873.921.270.8115.125.42-6.372012
201210.69.829.798.969.398.858.447.978.347.628.188.4610.237.225.945.283.253.2814.788.143.2113.782013
201311.1610.4510.449.6810.139.659.318.939.348.749.349.7111.448.827.847.496.036.5316.6411.989.8318.9524.362014
201410.7810.0810.069.329.739.268.918.538.898.38.839.1210.658.227.286.915.575.9214.139.997.9113.1412.832.372015
25-Year201510.129.429.378.648.998.518.157.758.047.447.878.079.397.076.135.684.374.5311.227.385.258.386.64-1.25-4.742016
201610.339.679.638.949.298.858.528.168.467.918.358.579.837.726.916.575.465.7311.788.556.959.838.864.145.0415.832017
201710.499.869.839.189.539.118.818.488.788.298.728.9510.168.217.497.236.286.612.129.318.0310.6410.036.718.215.3114.82018
20189.669.038.978.318.618.177.847.497.727.27.547.698.736.846.095.744.764.919.616.95.517.326.2933.165.941.31-10.62019
20199.929.329.288.658.958.558.257.938.177.78.058.229.237.496.826.555.695.9110.317.926.798.567.835.35.98.746.472.5417.62020
30-Year20209.839.249.28.598.888.498.27.898.127.6788.169.117.466.836.585.79610.047.856.828.397.745.556.098.46.624.0312.217.072021
202110.129.579.538.969.258.898.638.348.598.178.518.699.638.097.537.346.656.910.738.767.99.448.977.187.8910.159.057.6614.5413.0419.342022
20229.388.828.768.198.448.067.787.487.677.247.527.648.476.976.396.145.425.588.987.066.157.366.744.955.276.795.353.567.434.242.86-11.342023
20239.5498.958.48.658.38.037.757.957.557.837.968.767.356.816.65.956.139.367.66.797.977.455.896.297.766.655.358.876.796.690.8914.82024
20249.518.998.948.418.658.318.057.787.977.597.867.988.767.416.96.716.16.279.317.666.928.017.556.146.527.856.895.818.827.157.173.3911.668.62025
35-Year20259.669.169.118.68.848.528.288.028.227.858.138.269.017.737.267.096.546.739.638.17.428.488.096.837.258.527.746.899.658.388.656.1312.6811.6414.77
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.