IFA Index Portfolio 10 S1B1: Returns Matrix

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

1991
1-Year199112.911992
19929.285.761993
19938.947.018.281994
4-Year19946.364.263.51-1.041995
5-Year19957.526.226.375.4312.321996
19967.356.286.45.799.386.511997
19977.316.46.536.18.596.787.041998
19987.166.366.466.17.966.556.576.091999
19996.836.096.145.787.25.965.785.164.232000
10-Year20006.796.136.185.887.086.075.965.65.356.482001
20016.716.16.145.886.916.035.935.665.516.165.842002
20026.435.865.865.66.465.655.515.24.985.234.613.392003
20036.395.865.875.636.45.685.575.325.175.45.054.655.922004
20046.155.655.645.46.075.45.2654.824.944.564.144.523.132005
15-Year20055.95.415.395.155.735.094.944.674.474.524.133.73.82.762.42006
20065.835.385.355.135.665.074.934.74.534.574.263.944.083.473.644.912007
20075.85.375.345.145.635.094.964.754.614.654.44.164.313.914.175.075.242008
20085.555.145.14.895.334.814.664.454.294.34.023.773.833.423.493.863.341.472009
20095.55.15.074.875.274.794.664.464.314.324.083.873.943.613.74.033.743.014.572010
20-Year20105.425.045.014.825.194.734.614.424.294.294.073.883.943.663.754.023.83.334.273.982011
20115.224.854.84.614.954.514.374.184.044.023.83.63.623.343.373.533.262.773.212.541.132012
20125.074.714.664.474.794.364.234.043.93.883.663.463.473.23.213.333.072.642.942.41.622.112013
20134.944.594.534.354.644.234.13.913.773.743.533.343.333.083.073.162.912.532.742.291.732.041.972014
20144.764.424.364.174.444.043.913.723.583.533.333.143.112.862.842.892.642.272.41.981.481.61.350.732015
25-Year20154.534.194.123.944.183.793.653.473.313.263.042.852.812.552.52.512.251.881.941.51.020.990.62-0.05-0.822016
20164.434.14.043.864.083.713.573.393.243.182.982.792.752.512.462.462.221.891.951.581.181.190.960.630.592.022017
20174.334.013.943.763.983.613.483.33.163.12.92.722.682.452.392.392.171.871.911.581.251.271.10.880.941.831.642018
20184.133.823.753.573.773.413.273.12.952.882.682.52.452.222.152.141.911.611.621.30.970.950.760.520.470.90.35-0.922019
20194.143.843.773.63.793.453.323.153.022.962.772.62.562.352.32.292.11.841.871.611.351.371.271.151.241.761.671.694.372020
30-Year20204.093.83.733.563.743.423.293.1332.942.762.62.562.372.322.312.131.91.931.71.471.511.431.361.461.931.91.993.482.592021
20213.973.693.623.453.623.33.183.022.892.832.662.52.452.262.212.22.021.81.821.61.381.411.331.251.321.691.621.622.481.540.512022
20223.633.353.273.13.252.932.792.632.482.412.232.061.991.791.711.671.481.231.210.960.710.670.530.370.330.50.25-0.030.19-1.16-2.99-6.362023
20233.673.43.323.163.3132.872.712.582.512.342.192.131.941.881.851.681.461.461.241.031.020.930.820.831.040.910.781.130.33-0.41-0.874.962024
20243.673.43.333.173.323.022.92.742.622.552.392.252.192.021.971.941.781.581.591.391.211.221.141.071.11.321.231.171.530.970.560.584.253.542025
35-Year20253.723.463.393.243.383.092.982.842.722.662.512.372.332.172.122.111.971.791.811.631.481.511.461.421.481.711.681.682.061.681.51.754.614.445.34
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.