Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHEM2LCHSFIGCGXFCFI

IFA Index Portfolio 90: Returns Matrix

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

1991
1-Year199130.241992
199220.311.121993
199322.919.3928.281994
199416.6912.513.2-0.121995
5-Year199517.2614.2215.289.2819.561996
199616.9714.4815.3311.3117.5115.51997
199716.2714.0914.711.5315.7113.8312.191998
199814.3712.2712.469.5412.099.716.921.91999
199915.1313.3613.6911.4213.8912.5111.5311.221.352000
10-Year200013.4111.6811.759.5611.279.688.276.999.63-0.952001
200112.4910.8510.828.8110.158.667.346.167.621.353.712002
200210.488.838.616.627.495.874.352.843.08-2.38-3.08-9.432003
200312.8111.4711.59.9411.1210.119.368.910.357.7610.8414.5844.972004
200413.3312.1312.2110.8512.0211.2110.6810.4711.9710.1813.1516.4832.120.382005
15-Year200513.1412.0112.0810.8311.8811.1410.6610.4711.7610.2312.6214.9624.4715.3410.522006
200613.5912.5612.6611.5412.5711.9611.6111.5512.8211.6513.916.0523.4717.0415.4120.522007
200712.8911.8811.9410.8511.7411.1210.7310.5811.5910.4212.1513.6318.913.1510.84112.232008
20089.328.28.036.797.316.425.695.125.453.824.434.537.060.76-3.62-7.92-19.51-36.632009
200910.69.69.518.439.028.317.777.417.936.677.558.0410.85.953.281.54-4.1-7.1136.162010
20-Year201011.0910.1710.119.139.739.118.678.48.967.98.839.4112.027.976.035.161.641.4428.3420.972011
201110.119.199.098.118.627.977.487.157.576.497.27.559.625.863.942.88-0.33-0.9614.945.6-7.812012
201210.429.559.488.579.078.488.067.798.227.277.998.3910.357.065.54.82.392.4215.489.313.9117.122013
201311.0610.2610.229.399.919.49.058.869.348.539.299.7711.718.837.627.265.496.0517.5513.3110.8621.5826.22014
201410.729.949.899.089.569.068.718.518.948.168.849.2410.968.37.166.795.195.6215.0111.198.8715.0814.073.112015
25-Year201510.079.39.228.438.858.347.987.758.17.327.98.219.77.186.055.624.084.3112.018.426.079.867.54-0.73-4.432016
201610.259.529.458.79.128.648.318.118.477.758.328.6410.067.756.766.435.115.4312.369.327.4910.849.334.224.7814.872017
201710.469.769.78.999.418.978.668.498.858.198.769.0810.448.327.447.196.056.4412.7510.138.6611.6810.627.038.3715.415.932018
20189.548.848.758.038.397.927.597.387.666.987.447.678.846.785.875.524.354.559.927.335.747.836.362.782.75.190.66-12.62019
20199.849.179.18.428.788.358.057.878.167.5488.259.397.486.676.45.395.6610.688.417.19.138.035.275.78.46.321.8218.632020
30-Year20209.679.028.948.298.628.217.917.7387.417.848.069.137.326.566.35.355.5910.188.086.878.647.625.25.557.675.942.8111.514.822021
202110.079.459.48.789.128.748.488.328.618.078.518.769.818.137.457.266.436.7411.119.248.239.989.227.267.8710.079.137.515.1713.4822.872022
20229.338.728.648.028.327.927.647.467.77.157.537.718.657.026.326.085.235.449.347.516.467.866.985.035.276.745.443.467.924.564.44-11.232023
20239.518.928.858.258.558.187.927.7687.477.868.058.967.416.776.575.86.039.738.057.118.467.716.026.347.776.795.349.357.157.941.1715.292024
20249.488.918.848.268.558.197.947.788.027.527.888.078.947.476.866.675.956.179.658.087.228.477.786.246.567.867.015.89.227.438.093.5711.878.552025
35-Year20259.679.129.068.518.88.468.228.098.327.858.228.419.267.867.37.146.486.7210.058.597.819.038.437.067.438.698.037.0810.238.899.736.6713.412.4616.52
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.