IFA Index Portfolio 15 S1B1: Returns Matrix

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

1991
1-Year1991141992
19929.986.111993
19939.857.849.61994
4-Year19947.074.864.24-0.871995
5-Year19958.196.797.025.7512.81996
19968.026.867.056.229.947.161997
19977.976.997.176.579.187.417.661998
19987.76.836.956.438.346.896.755.861999
19997.426.636.76.237.716.476.245.545.222000
10-Year20007.296.576.636.217.446.46.215.735.666.112001
20017.156.496.536.167.26.296.125.745.75.945.782002
20026.776.136.135.766.615.765.535.114.924.824.182.62003
20036.896.326.346.026.826.095.945.665.625.715.585.498.452004
20046.76.166.165.856.555.885.725.455.385.415.235.056.34.192005
15-Year20056.455.935.915.616.225.595.415.145.0354.784.535.183.592.992006
20066.415.925.915.636.195.615.465.225.145.124.964.85.354.344.415.862007
20076.335.875.865.596.115.575.425.25.135.124.984.845.34.534.645.475.092008
20085.915.465.425.145.595.054.884.634.514.434.2244.233.413.213.292.02-0.952009
20095.975.545.55.255.675.185.034.824.724.674.514.364.613.983.944.183.632.96.92010
20-Year20105.925.515.485.245.635.175.034.834.754.74.564.434.664.134.124.353.973.615.965.032011
20115.665.265.214.985.334.884.734.524.424.354.24.044.23.683.613.713.292.844.142.790.592012
20125.535.155.14.875.24.764.624.424.314.254.093.944.073.63.523.63.232.863.842.841.762.942013
20135.455.075.034.85.114.74.554.364.264.24.053.914.033.63.533.63.282.983.783.022.363.253.572014
20145.254.894.834.614.894.494.344.154.053.973.823.673.763.343.263.292.972.673.292.581.982.442.190.842015
25-Year20154.994.634.574.344.64.24.053.853.743.643.483.323.382.962.852.842.512.192.651.961.351.541.08-0.14-1.112016
20164.914.564.54.284.524.1543.813.73.613.453.33.352.972.872.852.562.282.692.11.621.831.560.90.9332017
20174.834.494.424.214.444.073.933.753.643.553.43.253.32.942.842.832.562.312.682.161.761.961.761.321.482.792.582018
20184.594.254.183.974.183.823.673.483.373.273.122.962.982.632.522.482.211.952.241.741.331.441.190.720.691.30.46-1.622019
20194.614.294.234.024.233.883.743.573.463.373.233.093.122.792.72.682.442.222.522.091.771.921.771.471.62.292.051.795.312020
30-Year20204.564.244.183.984.173.843.713.543.433.353.213.083.112.82.722.72.482.282.552.161.882.031.911.681.822.412.272.164.112.912021
20214.474.164.13.914.093.773.633.473.373.283.153.023.042.752.662.642.432.252.52.141.882.011.911.71.822.322.182.083.352.381.852022
20224.13.793.723.523.683.363.213.042.922.832.682.532.532.232.122.071.841.621.811.431.131.181.010.730.710.980.640.260.73-0.75-2.53-6.722023
20234.153.853.783.593.753.443.33.143.032.942.812.672.682.42.32.262.061.872.061.721.471.551.421.211.251.551.341.141.70.820.13-0.725.662024
20244.143.853.783.63.753.453.323.173.072.982.852.732.732.472.382.352.161.992.181.871.651.731.631.451.511.811.661.532.061.431.060.794.783.92025
35-Year20254.193.923.853.683.833.543.423.273.173.12.982.862.872.632.552.532.362.212.42.121.932.031.961.821.912.222.142.082.622.182.032.085.194.956.02
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.