Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHLCHSFIGCGXFCFI

IFA Index Portfolio 75: Returns Matrix

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

1991
1-Year199126.931992
199218.2310.131993
199320.3317.1724.651994
199414.7710.9811.4-0.441995
5-Year199515.412.6913.558.3817.971996
199615.1712.9513.6610.2215.9714.011997
199714.5812.6413.1510.4414.3312.5511.111998
19981311.1311.38.8111.259.16.722.511999
199913.5812.0112.2810.3412.6311.3410.4610.1418.332000
10-Year200012.1610.6310.698.8210.4597.796.78.860.152001
200111.399.949.928.219.58.157.016.017.212.043.972002
20029.758.318.136.447.335.894.593.343.54-0.96-1.52-6.712003
13-Year200311.6810.510.539.2110.349.428.788.49.627.5410.1313.3437.72004
200412.071111.079.911110.259.799.6110.849.411.8414.592717.132005
15-Year200511.8510.8410.99.8310.8110.129.699.5210.569.3111.2413.1420.6512.948.892006
200612.2111.2911.3710.4111.3710.7810.4710.411.4210.4712.2914.0319.914.513.217.682007
200711.6110.7210.769.8310.6610.079.729.5910.49.4510.8512.0316.2111.399.549.862.562008
20088.777.797.656.67.126.335.715.235.514.174.694.796.841.56-2-5.39-15.17-29.832009
20099.828.948.877.958.537.897.437.137.566.547.277.699.925.873.762.51-2.1-4.3530.382010
20-Year201010.29.399.358.519.098.538.147.928.387.528.298.7810.897.515.985.412.552.5423.9617.852011
20119.368.558.467.638.127.547.126.847.186.36.877.178.835.684.143.370.720.2612.935.1-6.282012
20129.588.828.767.988.477.937.567.337.686.97.497.819.386.625.384.882.892.9513.318.133.5814.462013
201310.089.379.348.629.128.658.358.178.567.98.528.910.458.047.076.855.385.8614.9411.379.2918.0221.682014
20149.769.079.038.338.798.338.027.848.187.548.098.419.787.546.626.375.045.412.799.577.5912.6511.762.642015
25-Year20159.198.518.447.758.167.697.377.167.446.87.267.58.676.555.645.324.034.2110.277.235.238.326.34-0.59-3.712016
20169.318.668.67.958.357.917.627.447.727.127.577.828.946.996.195.954.845.0910.547.966.399.137.833.584.0512.432017
20179.468.848.798.178.568.157.887.7287.467.98.159.227.436.726.545.585.8910.848.617.359.818.95.937.0412.8713.32018
20188.688.067.987.367.77.276.976.7876.436.796.967.886.145.45.134.154.298.516.324.966.675.422.442.394.510.77-10.382019
20198.928.338.267.678.017.627.357.187.416.897.257.448.346.726.065.865.015.219.167.246.127.786.864.574.967.245.571.915.872020
30-Year20208.758.178.117.547.867.477.217.047.256.757.097.268.096.565.935.744.945.128.726.945.917.356.54.494.86.595.182.69.784.012021
20219.068.518.467.928.247.887.657.57.737.277.627.88.637.216.656.515.816.049.467.887.028.457.86.186.698.537.776.4312.711.1518.792022
20228.417.867.787.247.537.166.96.746.926.456.746.887.66.225.645.454.734.887.936.385.476.615.854.234.435.654.562.896.53.553.33-10.122023
20238.558.027.967.447.727.377.146.997.176.737.027.167.876.576.045.885.225.398.296.866.067.166.525.115.396.595.784.577.855.946.590.9713.422024
20248.538.027.957.457.737.397.167.027.26.777.067.197.876.636.135.985.375.548.266.936.197.226.635.365.646.736.045.047.856.326.913.2110.617.862025
35-Year20258.688.188.127.647.927.67.387.257.437.037.317.468.126.946.476.355.785.978.587.346.677.667.166.026.337.46.856.068.687.518.245.711.7410.8712.98
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.