Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHEM2LCHSFIGCGXFCFI

IFA Index Portfolio 95: Returns Matrix

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

1991
1-Year199131.341992
199220.9911.451993
199323.7620.1429.491994
199417.3313.0113.79-0.011995
5-Year199517.8814.7415.859.5820.091996
199617.5614.9915.8911.6818.0215.991997
199716.8314.5815.2111.916.1714.2612.551998
199814.8312.6412.849.7812.379.916.991.71999
199915.6413.8114.1511.7814.312.911.8911.5522.362000
10-Year200013.8212.0212.099.8111.539.98.437.089.88-1.322001
200112.8511.1511.129.0110.378.837.456.217.761.123.632002
200210.7198.766.677.545.864.262.672.92-2.85-3.61-10.342003
200313.1711.7811.8110.1811.3710.339.549.0510.587.8211.0514.9647.392004
200413.7512.4912.5811.1612.3411.5110.9710.7412.3210.4213.5617.0833.821.462005
15-Year200513.5612.3912.4611.1512.2211.4710.9810.7812.1410.5213.0615.5525.7416.1411.062006
200614.0412.9713.0811.9112.9712.3411.9811.9213.2712.0214.4216.7124.6617.8916.1421.462007
200713.3112.2612.3211.1812.0911.4511.0510.911.9710.7412.5814.1419.7913.7311.2711.372.122008
20089.488.328.126.837.346.425.655.055.393.664.34.397.070.44-4.22-8.83-21.01-38.92009
200910.839.799.698.569.168.417.857.478.016.677.68.1111.045.923.051.14-4.84-8.1538.092010
20-Year201011.3610.410.349.319.929.278.818.529.117.988.969.5712.358.0865.011.260.9729.822.012011
201110.349.389.278.258.758.087.577.227.666.527.267.639.845.883.822.66-0.73-1.4415.65.76-8.322012
201210.679.789.698.749.258.648.27.918.377.368.128.5410.637.165.54.722.172.1816.199.74.0118.012013
201311.3710.5310.499.6210.159.629.269.059.568.79.5110.0212.089.067.767.355.486.0518.4113.9511.3822.7627.712014
201411.0210.2110.159.319.799.288.928.79.168.339.069.4811.328.527.36.895.25.6515.7411.739.2915.8914.843.272015
25-Year201510.349.549.468.639.068.538.157.918.297.478.088.41107.356.155.684.054.312.588.816.3510.377.93-0.78-4.672016
201610.549.789.718.939.358.868.528.318.697.948.548.8810.47.976.926.555.165.5112.969.777.8511.419.824.435.0215.682017
201710.7710.049.999.249.669.218.98.729.18.419.019.3610.818.587.657.376.176.5813.3810.629.0812.2911.187.48.8116.2416.812018
20189.89.078.988.248.598.127.777.557.857.147.637.879.126.965.995.614.394.610.377.665.998.216.662.882.795.40.61-13.352019
201910.129.439.368.659.018.578.268.078.387.738.238.499.717.716.856.555.485.7711.188.797.429.578.415.495.948.776.561.7819.552020
30-Year20209.959.289.28.528.868.438.137.948.237.68.078.319.457.556.746.455.465.7210.668.457.189.067.995.435.88.036.192.8712.095.092021
202110.399.759.699.049.3998.738.578.888.318.799.0510.188.427.697.496.616.9411.659.698.6310.499.687.628.2510.579.587.841614.2624.232022
20229.628.998.98.268.568.167.877.687.947.357.777.978.987.266.526.265.375.599.87.886.788.277.345.295.557.095.723.648.384.894.8-11.62023
20239.819.29.128.58.818.438.167.998.257.78.118.329.37.676.996.775.976.2110.28.447.468.898.16.316.658.167.125.599.857.558.381.2315.922024
20249.789.189.118.518.818.448.188.028.277.748.148.349.277.737.086.886.126.3610.118.467.558.888.156.536.868.237.336.049.677.798.483.6912.298.782025
35-Year20259.989.419.358.779.078.728.488.348.598.098.498.699.618.147.557.376.686.9410.528.998.179.468.837.397.779.18.397.3810.729.3110.186.9213.9212.9417.25
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.