IFA.com | Index Fund Advisors, Inc. - Wealth Management, Taxes

IFA Index Portfolios:

IFA Indexes:

Time Range:35 Years50 Years98 Years

Display Units: Annualized Return %Growth of Dollar $

Magnification: + Enlarge- ReduceOriginal

		1991
1-Year	1991	11.5	1992
	1992	8.46	5.51	1993
3-Year	1993	8.21	6.6	7.7	1994
	1994	5.57	3.67	2.76	-1.94	1995
5-Year	1995	6.55	5.35	5.3	4.12	10.56	1996
	1996	6.64	5.69	5.74	5.1	8.8	7.07	1997
	1997	6.55	5.75	5.8	5.33	7.88	6.56	6.05	1998
	1998	6.4	5.69	5.73	5.33	7.24	6.15	5.69	5.34	1999
	1999	6.16	5.51	5.51	5.15	6.63	5.67	5.21	4.79	4.24	2000
10-Year	2000	6.08	5.49	5.49	5.18	6.41	5.6	5.24	4.97	4.79	5.33	2001
	2001	5.99	5.46	5.45	5.18	6.23	5.53	5.22	5.02	4.91	5.25	5.17	2002
	2002	5.99	5.51	5.51	5.26	6.2	5.59	5.35	5.21	5.18	5.49	5.57	5.98	2003
	2003	5.82	5.36	5.35	5.12	5.93	5.37	5.13	4.97	4.9	5.07	4.98	4.88	3.8	2004
	2004	5.54	5.1	5.07	4.83	5.53	4.99	4.73	4.54	4.41	4.44	4.22	3.91	2.89	1.99	2005
15-Year	2005	5.26	4.82	4.77	4.53	5.14	4.61	4.34	4.13	3.96	3.91	3.63	3.25	2.36	1.65	1.3	2006
	2006	5.2	4.8	4.75	4.52	5.08	4.6	4.35	4.16	4.02	3.99	3.76	3.48	2.87	2.56	2.85	4.42	2007
	2007	5.14	4.75	4.7	4.49	5.01	4.56	4.33	4.16	4.03	4	3.81	3.59	3.12	2.95	3.27	4.27	4.11	2008
	2008	4.96	4.58	4.53	4.32	4.78	4.35	4.13	3.95	3.81	3.77	3.57	3.35	2.92	2.74	2.93	3.48	3.01	1.91	2009
	2009	4.88	4.52	4.46	4.26	4.69	4.28	4.07	3.91	3.78	3.73	3.56	3.36	2.99	2.85	3.03	3.46	3.15	2.67	3.42	2010
20-Year	2010	4.8	4.45	4.4	4.2	4.6	4.22	4.01	3.86	3.74	3.69	3.53	3.35	3.03	2.92	3.07	3.43	3.18	2.87	3.35	3.28	2011
	2011	4.61	4.27	4.21	4.02	4.38	4.01	3.8	3.65	3.52	3.46	3.29	3.1	2.79	2.66	2.76	3	2.72	2.37	2.53	2.08	0.89	2012
	2012	4.49	4.17	4.1	3.91	4.25	3.89	3.69	3.54	3.41	3.35	3.18	3.01	2.71	2.59	2.67	2.87	2.61	2.31	2.41	2.07	1.47	2.06	2013
	2013	4.32	4	3.93	3.75	4.05	3.7	3.51	3.35	3.22	3.15	2.98	2.8	2.52	2.39	2.44	2.58	2.32	2.02	2.04	1.7	1.18	1.33	0.6	2014
	2014	4.15	3.84	3.77	3.59	3.87	3.53	3.34	3.18	3.04	2.97	2.8	2.62	2.34	2.21	2.23	2.34	2.08	1.79	1.77	1.45	0.99	1.03	0.52	0.44	2015
25-Year	2015	3.97	3.66	3.59	3.4	3.66	3.33	3.14	2.98	2.84	2.75	2.58	2.4	2.13	1.99	1.99	2.06	1.81	1.52	1.46	1.14	0.72	0.68	0.22	0.03	-0.37	2016
	2016	3.85	3.56	3.48	3.3	3.54	3.22	3.03	2.88	2.74	2.65	2.49	2.31	2.05	1.92	1.92	1.97	1.73	1.47	1.41	1.13	0.77	0.75	0.43	0.37	0.34	1.05	2017
	2017	3.75	3.46	3.38	3.2	3.43	3.12	2.94	2.78	2.65	2.56	2.4	2.23	1.99	1.86	1.85	1.89	1.67	1.42	1.37	1.12	0.81	0.8	0.55	0.53	0.57	1.04	1.03	2018
	2018	3.61	3.33	3.25	3.07	3.29	2.98	2.8	2.65	2.52	2.43	2.27	2.1	1.86	1.73	1.71	1.75	1.53	1.29	1.23	0.99	0.71	0.68	0.46	0.43	0.43	0.69	0.52	0	2019
	2019	3.59	3.32	3.24	3.07	3.28	2.98	2.81	2.66	2.54	2.45	2.3	2.15	1.93	1.81	1.8	1.83	1.64	1.43	1.39	1.19	0.96	0.97	0.81	0.85	0.93	1.26	1.33	1.48	2.97	2020
30-Year	2020	3.48	3.21	3.13	2.96	3.16	2.87	2.7	2.56	2.43	2.35	2.2	2.04	1.83	1.72	1.7	1.72	1.53	1.34	1.29	1.1	0.88	0.88	0.74	0.76	0.81	1.05	1.05	1.06	1.59	0.22	2021
	2021	3.35	3.09	3.01	2.85	3.03	2.75	2.58	2.44	2.31	2.23	2.08	1.93	1.72	1.61	1.58	1.6	1.42	1.23	1.17	0.99	0.78	0.77	0.63	0.63	0.66	0.83	0.79	0.73	0.97	-0.01	-0.25	2022
	2022	3.08	2.82	2.73	2.57	2.73	2.45	2.28	2.13	2	1.9	1.75	1.59	1.38	1.25	1.21	1.2	1.01	0.8	0.72	0.52	0.29	0.24	0.06	0	-0.06	-0.01	-0.19	-0.43	-0.54	-1.69	-2.63	-4.95	2023
	2023	3.13	2.88	2.8	2.64	2.8	2.53	2.37	2.23	2.11	2.02	1.88	1.73	1.53	1.42	1.39	1.39	1.22	1.04	0.98	0.81	0.62	0.6	0.47	0.45	0.46	0.56	0.49	0.4	0.48	-0.13	-0.25	-0.25	4.67	2024
	2024	3.17	2.93	2.85	2.7	2.86	2.6	2.45	2.32	2.2	2.12	1.99	1.85	1.67	1.57	1.55	1.56	1.4	1.25	1.21	1.06	0.9	0.9	0.81	0.83	0.87	1.01	1	1	1.16	0.8	0.95	1.35	4.66	4.64	2025
35-Year	2025	3.2	2.97	2.89	2.74	2.9	2.65	2.5	2.38	2.27	2.2	2.07	1.95	1.78	1.68	1.67	1.69	1.55	1.41	1.38	1.25	1.11	1.13	1.06	1.1	1.16	1.31	1.34	1.38	1.58	1.35	1.58	2.04	4.48	4.38	4.12
		1991	1992	1993	1994	1995	1996	1997	1998	1999	2000	2001	2002	2003	2004	2005	2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025

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.

IFA Index Portfolio 5: Returns Matrix