Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHEM2LCHSFIGCGXFCFI

IFA Index Portfolio 60: Returns Matrix

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

1991
1-Year199123.621992
199216.169.141993
199317.7514.9321.021994
199412.829.449.59-0.761995
5-Year199513.5311.1311.817.4716.381996
199613.3611.4111.999.1314.4412.521997
199712.8811.1811.599.3512.9511.2710.021998
199811.619.9910.138.0810.48.486.513.121999
199912.0110.6410.869.2511.3710.159.379.0415.312000
10-Year200010.899.569.618.079.628.317.286.398.061.262001
200110.279.0197.588.837.626.675.846.772.734.232002
200297.767.626.237.145.884.813.83.970.440.03-3.992003
200310.529.499.528.439.518.688.147.838.797.229.2811.930.442004
200410.759.829.888.929.949.248.848.679.638.5210.4212.5621.8813.892005
15-Year200510.529.649.688.789.699.048.668.499.298.319.7811.2116.810.537.262006
200610.789.9810.049.2310.119.569.279.189.969.2210.6111.9316.3111.9510.9914.842007
200710.39.529.558.779.548.998.678.549.168.419.4710.3713.499.618.228.72.92008
20088.127.277.166.296.816.115.595.25.414.364.764.836.382.13-0.62-3.11-11.01-23.032009
20098.938.178.117.357.927.336.956.697.026.236.87.128.815.573.983.18-0.44-2.0724.612010
20-Year20109.218.58.477.778.337.817.487.297.656.977.567.949.536.835.75.393.153.2419.5714.732011
20118.57.87.737.047.516.986.626.386.645.956.386.67.855.314.143.631.521.1810.844.54-4.742012
20128.657.997.937.287.757.266.946.7476.396.827.068.246.025.074.763.173.2211.086.913.211.812013
20139.018.398.357.768.227.797.517.367.657.127.597.879.027.086.356.245.065.4312.279.397.6614.4517.162014
20148.728.118.067.487.917.487.217.057.36.787.197.428.436.625.925.784.74.9610.527.96.2610.29.412.172015
25-Year20158.227.627.566.987.376.936.656.466.666.146.486.647.515.795.084.863.813.938.4864.346.745.11-0.45-32016
20168.297.727.667.117.487.086.816.656.856.376.696.867.686.115.485.324.414.588.676.575.267.396.312.923.299.992017
20178.387.837.787.267.627.246.996.847.046.66.927.17.886.435.875.764.975.188.897.076.027.937.174.85.710.3310.672018
20187.747.197.126.596.916.526.256.086.235.776.036.136.85.394.84.623.813.897.055.264.135.474.452.072.053.790.82-8.152019
20197.927.47.336.847.156.786.546.396.546.126.396.517.165.855.345.24.494.637.596.025.096.395.643.834.176.044.761.9213.12020
30-Year20207.767.257.186.776.646.46.256.395.986.226.336.945.695.25.074.44.527.225.764.96.035.333.744.015.474.372.348.043.22021
20217.977.497.436.987.276.946.726.596.746.366.616.737.336.185.745.645.065.217.776.485.766.876.345.055.476.956.365.310.228.814.712022
20227.46.916.846.386.656.36.075.916.035.655.855.936.455.324.864.724.124.26.485.24.445.324.693.393.544.513.632.275.062.512.16-9.012023
20237.527.056.996.556.816.486.276.126.255.886.096.186.695.625.25.094.544.646.815.644.975.825.34.184.45.374.723.766.324.695.20.7411.542024
20247.517.066.996.576.826.516.36.166.285.946.146.226.715.695.35.24.694.796.835.745.135.935.454.454.685.575.034.246.475.195.692.849.347.172025
35-Year20257.647.27.156.746.996.696.496.376.496.176.376.466.945.985.625.535.065.197.146.135.586.365.955.075.336.215.795.27.266.316.955.0910.269.6312.14
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.