IFA Index Portfolio 15 S1B1: Returns Matrix

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

1991
1-Year199114.11992
199210.086.211993
19939.957.949.71994
4-Year19947.174.954.33-0.771995
5-Year19958.296.897.125.8512.91996
19968.126.967.156.3210.057.261997
19978.077.097.276.679.287.517.761998
19987.86.937.056.538.446.996.865.961999
19997.526.736.86.337.816.576.345.645.322000
10-Year20007.396.676.736.317.546.56.315.835.766.212001
20017.256.596.636.267.36.396.225.845.86.055.882002
20026.876.236.235.866.715.865.635.215.024.924.282.72003
20036.996.426.446.126.926.196.045.765.715.815.685.588.552004
20046.86.266.265.956.655.985.825.545.485.515.335.156.44.292005
15-Year20056.556.036.015.716.325.685.515.235.135.14.884.635.283.683.082006
20066.516.026.015.736.295.715.565.315.235.225.064.895.454.444.515.962007
20076.435.975.955.696.215.675.525.35.235.225.084.945.44.624.745.575.192008
20086.015.565.525.245.695.154.984.734.64.524.324.094.333.513.313.392.12-0.852009
20096.075.645.65.355.775.285.134.914.824.774.614.454.714.084.044.283.72372010
20-Year20106.025.615.585.345.735.275.134.934.854.84.664.534.764.234.224.454.073.76.065.132011
20115.765.365.315.075.434.984.834.624.524.454.294.144.33.783.713.813.392.944.242.880.682012
20125.635.255.24.975.294.864.714.514.414.344.194.044.173.73.623.73.332.963.932.931.853.042013
20135.555.175.124.95.214.84.654.464.364.294.154.014.123.693.633.693.383.083.883.112.453.353.662014
20145.354.994.934.714.994.594.444.254.144.073.923.773.863.443.353.383.072.773.382.682.072.542.290.942015
25-Year20155.094.734.664.444.74.34.153.953.833.743.583.423.473.062.952.942.612.292.742.051.451.641.18-0.04-1.012016
20165.014.664.64.384.624.244.13.913.793.73.553.43.453.062.962.952.652.382.792.21.721.931.650.991.023.12017
20174.924.594.524.314.544.174.033.843.733.653.53.353.393.042.942.932.662.412.782.261.862.051.861.411.572.892.682018
20184.694.354.284.074.283.923.773.583.463.373.213.063.082.732.612.582.32.042.341.831.431.541.290.820.791.40.56-1.522019
20194.714.394.324.124.323.983.843.663.563.473.333.193.222.892.82.782.542.322.612.181.862.011.871.571.72.392.151.895.412020
30-Year20204.654.344.284.084.273.943.83.643.533.453.313.183.22.92.812.792.572.372.652.261.982.122.011.771.912.512.362.264.23.012021
20214.574.264.1944.183.863.733.563.463.383.253.123.142.842.762.742.532.342.592.231.972.121.81.922.422.282.183.442.471.942022
20224.23.893.813.623.783.453.313.143.022.922.772.632.632.322.222.161.931.721.91.521.231.281.10.820.811.070.740.350.83-0.65-2.44-6.632023
20234.243.953.883.693.853.543.43.243.133.042.92.772.772.492.42.362.151.972.161.821.571.641.521.311.351.651.441.241.80.910.22-0.635.762024
20244.243.953.883.73.853.553.423.263.163.082.952.822.832.562.482.452.252.082.271.961.741.821.721.551.611.91.761.632.161.521.150.894.8742025
35-Year20254.294.013.953.773.923.643.513.363.273.193.072.962.972.722.652.632.452.32.492.222.032.122.051.922.012.322.232.182.722.272.132.175.295.056.11
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.