Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHLCHSFIGCGXFCFI

IFA Index Portfolio 10: Returns Matrix

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

1991
1-Year199112.61992
19929.175.841993
19939.087.368.911994
4-Year19946.244.23.4-1.841995
5-Year19957.195.885.94.4311.091996
19967.266.226.315.469.317.571997
19977.146.256.335.78.346.996.411998
19986.886.096.135.597.536.375.775.141999
19996.75.996.015.537.076.095.65.195.252000
10-Year20006.535.875.885.456.715.865.445.125.114.962001
20016.395.795.795.46.485.735.375.115.15.025.082002
20026.285.735.725.376.35.645.325.15.095.045.085.072003
20036.285.775.765.456.295.715.455.295.325.335.465.646.222004
20046.055.565.535.235.975.415.154.974.944.884.854.784.633.072005
15-Year20055.765.295.254.955.595.054.774.574.494.364.254.043.72.461.852006
20065.745.295.254.985.575.084.834.664.64.514.434.34.113.423.595.372007
20075.635.215.174.915.454.994.764.594.534.444.374.254.093.563.734.6842008
20085.294.884.824.555.024.574.324.134.033.93.773.583.342.772.692.981.8-0.352009
20095.294.94.854.65.044.624.44.234.154.043.943.83.623.193.223.562.972.465.352010
20-Year20105.254.874.824.5854.64.394.244.174.073.983.863.713.353.43.723.313.084.844.322011
20115.014.644.584.344.724.334.123.963.873.763.653.513.332.982.963.152.712.43.332.330.382012
20124.914.564.54.274.624.254.053.893.83.693.593.453.292.972.963.122.752.513.232.541.652.952013
20134.794.454.384.164.494.133.933.783.693.583.473.343.192.892.872.992.662.443.012.431.82.522.12014
20144.614.284.213.994.293.943.743.593.493.383.273.132.972.682.642.722.42.172.62.061.51.881.340.592015
25-Year20154.44.073.993.774.053.713.513.353.253.1232.862.692.42.342.392.061.822.131.611.071.250.69-0.01-0.612016
20164.33.983.93.693.953.623.433.273.173.052.932.792.632.362.32.342.041.832.11.641.211.370.980.610.621.862017
20174.213.93.823.623.863.543.353.23.12.992.872.732.582.322.272.32.031.832.081.681.311.461.170.931.051.891.912018
20184.033.723.643.443.663.353.173.012.912.792.672.532.372.122.052.071.791.61.791.411.051.140.850.60.610.58-0.742019
20194.023.733.653.463.673.383.23.052.952.842.732.62.462.232.172.191.951.791.981.651.361.481.281.141.251.721.671.553.892020
30-Year20203.93.623.543.343.553.263.082.942.842.732.622.492.352.122.072.081.851.691.861.551.271.371.181.051.121.471.371.22.180.492021
20213.813.533.453.263.463.1732.862.772.652.552.422.282.072.012.021.81.641.81.511.261.351.171.051.121.411.321.181.820.81.112022
20223.513.233.152.963.132.852.672.522.422.292.172.041.891.671.591.571.341.171.270.970.690.720.50.330.290.420.18-0.16-0.01-1.28-2.15-5.322023
20233.573.33.223.033.22.932.772.632.532.422.312.182.051.841.781.781.571.421.541.271.041.10.930.810.841.020.90.731.030.320.27-0.155.32024
20243.613.353.273.093.2632.842.712.622.512.412.32.171.991.931.941.751.621.741.511.311.381.251.171.231.441.391.311.661.221.41.55.084.872025
35-Year20253.643.393.313.143.313.062.912.782.72.62.52.42.282.112.062.071.91.781.911.71.531.611.511.461.541.761.741.722.081.782.052.285.034.894.49
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.