IFA Index Portfolio 95 S1B1: Returns Matrix

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

1991
1-Year199131.471992
199221.1211.581993
199324.2420.7830.731994
199418.2514.1415.441.951995
5-Year199518.6915.717.1110.8420.51996
199618.516.0717.2213.0319.0117.551997
199718.3616.317.2714.1318.517.5217.491998
199816.214.1714.611.6214.1812.159.552.151999
199916.7315.0115.5113.1515.5314.3213.2711.2221.092000
10-Year200014.9513.2513.4511.1812.811.329.827.3710.080.072001
200113.9912.3812.4610.3711.6310.218.86.738.312.434.842002
200211.7610.129.987.898.657.065.43.143.39-1.92-2.9-10.072003
200314.2612.9313.0511.4212.5311.5710.749.6511.228.8811.9815.7348.942004
200414.7413.5413.7112.2813.3612.61211.2312.8211.2414.2217.5334.3521.192005
15-Year200514.5813.4713.6112.2913.2812.5812.0411.3812.7711.4413.8616.2326.6116.7412.442006
200614.9813.9614.1312.9513.9113.3312.9212.4213.7812.7715.0417.1925.2218.1816.721.112007
200714.2213.2213.3312.181312.411.9411.412.4811.4513.1814.6320.3314.0911.8111.52.642008
200810.259.118.967.658.067.166.345.385.714.134.644.617.290.47-4.13-9.09-21.24-39.562009
200911.8210.8210.779.6310.179.468.868.178.747.588.448.911.926.714.032.03-3.64-6.6344.252010
20-Year201012.311.3711.3610.3210.8610.259.749.179.778.89.7110.2713.118.756.815.722.182.0332.5721.842011
201111.2410.3110.259.219.659.018.467.848.297.297.978.2910.556.54.553.290.06-0.5817.375.87-8.012012
201211.4610.5910.549.5710.019.428.938.388.847.958.648.9911.17.545.955.052.592.5817.099.223.4116.252013
201312.1811.3711.3610.4710.9410.4310.039.5810.099.3410.0910.5412.639.538.37.86.026.5919.413.8911.3622.5229.132014
201411.7610.9810.9510.0910.5110.019.69.169.618.899.549.9111.778.897.737.225.66.0316.4411.569.1215.5215.152.692015
25-Year201511.0110.2310.179.329.689.178.758.288.657.928.468.7310.327.66.445.864.294.5138.4969.837.77-1.55-5.612016
201611.310.5610.529.7110.089.619.238.819.198.539.089.3710.918.427.426.975.655.9913.79.98.0311.5610.424.85.8818.762017
201711.5310.8210.7910.0310.49.969.619.239.629.019.569.8611.349.058.177.826.697.114.1310.849.3512.5411.827.869.6518.1817.62018
201810.569.859.789.029.328.868.488.078.387.758.198.399.667.456.536.084.925.1311.117.946.318.537.33.43.586.831.32-12.72019
201910.8810.2110.169.449.759.328.988.68.928.358.89.0210.278.217.47.056.046.3211.939.127.799.959.086.066.7410.077.322.5320.412020
30-Year202010.7810.1310.089.389.689.278.948.588.888.338.768.9710.148.27.447.116.186.4511.599.027.819.738.956.336.959.667.494.3214.0482021
202111.1710.5510.519.8510.169.789.489.169.478.979.419.6510.88.998.318.067.247.5812.4610.159.1411.0210.468.329.1511.8310.498.7817.0615.4223.342022
202210.349.729.6699.268.868.548.28.467.948.318.489.57.747.046.735.896.1110.468.227.168.657.925.796.197.996.294.168.865.273.92-12.442023
202310.549.949.899.259.519.148.848.528.788.38.678.859.848.187.547.276.516.7510.888.827.889.328.716.857.329.067.746.1810.428.068.081.1716.882024
202410.519.939.889.269.529.168.878.568.828.358.718.889.838.257.647.46.686.9210.88.8789.348.797.17.569.137.986.6710.298.378.473.9213.219.652025
35-Year202510.6810.1210.089.499.749.49.138.849.18.669.029.210.138.628.067.857.197.4511.159.358.569.869.387.888.369.878.927.8811.199.7310.086.9914.3813.1516.76
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.