IFA Index Portfolio 35 S1B1: Returns Matrix

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

1991
1-Year199118.361992
199212.797.481993
199313.4811.1214.881994
19949.917.227.1-0.161995
5-Year199510.859.059.587.0214.721996
6-Year199610.679.199.627.9312.219.761997
199710.599.349.728.4711.519.9410.121998
19989.878.78.917.759.838.247.494.931999
19999.798.768.957.999.78.488.057.049.192000
10-Year20009.268.298.47.58.837.697.186.226.874.62001
20018.928.028.087.258.367.336.856.056.435.075.552002
20028.097.217.186.357.26.165.584.694.633.162.45-0.572003
20038.878.118.177.528.417.647.346.897.286.817.568.5818.572004
20048.848.148.197.68.417.737.487.117.487.147.788.5413.48.442005
15-Year20058.67.937.977.418.137.497.246.897.176.847.297.7310.656.895.352006
20068.678.058.097.588.267.697.487.197.487.247.688.1210.47.817.499.672007
20078.427.827.847.367.967.427.216.927.146.897.227.59.196.966.487.044.482008
20087.266.646.596.066.525.915.595.195.224.794.814.715.613.191.920.8-3.36-10.62009
20097.717.157.136.677.146.626.386.076.185.886.026.087.075.264.644.462.781.9416.242010
20-Year20107.797.267.256.827.276.796.586.316.436.186.346.437.345.825.395.44.354.3112.689.232011
20117.336.86.776.336.736.256.025.735.795.515.65.66.314.874.374.23.142.817.723.7-1.562012
20127.286.786.746.336.76.256.035.765.825.575.655.666.315.024.64.53.663.57.354.552.286.272013
20137.396.926.896.516.876.456.266.026.15.885.986.016.635.515.185.164.534.547.875.874.788.19.962014
20147.136.676.636.256.586.175.985.745.795.575.645.646.185.124.794.734.134.086.754.943.95.785.541.32015
25-Year20156.746.286.235.856.155.745.535.285.35.065.095.065.514.484.134.013.43.275.413.712.643.722.88-0.48-2.232016
20166.756.316.265.96.185.795.65.375.395.175.215.185.614.674.364.273.753.675.64.173.354.363.881.932.256.942017
20176.736.316.265.926.195.825.635.415.445.245.275.265.664.794.514.443.983.935.694.443.774.684.373.023.596.646.342018
20186.315.895.835.485.735.355.164.934.934.714.714.6654.153.853.743.263.154.633.422.713.342.861.491.542.830.83-4.392019
20196.4165.955.625.865.515.325.115.124.924.944.95.234.454.194.113.693.635.033.973.44.043.722.723.014.363.512.139.092020
30-Year20206.335.945.895.575.795.455.285.075.084.894.94.875.184.444.194.113.733.674.963.993.484.053.782.933.24.323.682.816.614.192021
20216.365.985.935.635.855.525.355.165.174.995.014.985.284.594.374.313.963.925.134.263.814.374.163.463.774.84.383.96.815.697.222022
20225.885.55.435.125.314.984.84.594.584.384.374.324.573.883.633.533.163.074.123.242.763.162.862.12.22.852.181.372.860.86-0.76-8.152023
20235.955.595.535.235.425.14.934.744.734.554.554.54.754.13.883.83.463.44.413.613.193.593.352.722.873.533.052.523.962.712.22-0.198.462024
20245.935.585.525.235.425.114.954.764.754.584.584.544.784.163.953.883.563.514.463.723.343.733.522.953.123.733.342.914.183.232.991.626.895.342025
35-Year20256.015.675.625.345.525.235.074.94.94.744.744.714.944.364.174.113.833.794.714.033.694.073.913.423.614.223.923.624.824.124.113.357.497.018.7
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.