IFA Index Portfolio 35 S1B1: Returns Matrix

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

1991
1-Year199118.441992
199212.877.551993
199313.5611.1914.961994
19949.987.37.17-0.091995
5-Year199510.939.139.667.114.81996
6-Year199610.759.279.7812.299.831997
199710.679.429.88.5511.5910.0110.191998
19989.948.788.997.839.98.327.575.011999
19999.878.849.038.079.788.558.137.119.262000
10-Year20009.348.378.477.588.917.777.266.36.944.672001
20018.998.098.157.338.437.416.936.136.55.155.632002
20028.177.287.256.437.286.245.654.774.713.232.52-0.492003
20038.948.198.247.598.487.727.426.967.366.897.648.6618.652004
20048.918.218.277.688.497.817.567.187.557.217.868.6113.478.522005
15-Year20058.688.018.047.498.27.577.326.967.256.917.377.810.726.965.432006
20068.748.128.177.668.337.767.567.277.557.317.768.1910.487.887.569.752007
20078.497.97.927.448.047.497.286.997.226.967.297.589.277.046.557.124.552008
20087.346.726.666.136.595.985.675.275.294.864.894.785.693.2720.88-3.28-10.532009
20097.797.237.216.747.216.696.456.156.255.956.16.167.145.344.714.542.852.0116.312010
20-Year20107.877.347.326.897.346.866.656.396.56.266.416.57.415.895.465.474.434.3912.769.312011
20117.46.886.846.416.86.326.095.85.875.595.675.686.384.944.444.283.222.897.793.77-1.492012
20127.356.856.826.46.786.326.115.845.95.655.735.746.385.14.684.573.733.577.434.622.356.342013
20137.476.996.976.586.956.536.336.16.175.956.056.096.715.585.265.244.614.627.945.954.858.1710.032014
20147.216.746.716.336.666.256.055.815.865.645.715.726.255.194.864.84.24.156.825.023.975.865.611.382015
25-Year20156.826.366.35.936.225.815.65.355.375.145.175.135.584.564.214.083.473.345.493.782.713.792.96-0.41-2.162016
20166.826.386.335.976.265.875.675.445.465.255.285.265.684.744.444.353.823.745.684.243.424.433.962.012.327.012017
20176.816.386.345.996.265.895.715.495.515.315.355.335.734.864.594.524.0545.764.513.844.764.443.093.676.716.412018
20186.395.975.915.565.85.435.23554.784.794.745.074.223.923.813.333.224.713.492.783.412.931.571.612.90.91-4.312019
20196.486.086.035.75.935.585.45.195.194.995.014.985.314.534.274.183.773.75.14.043.474.113.82.793.084.433.592.29.162020
30-Year20206.416.025.965.645.875.535.355.155.154.964.974.945.254.514.274.193.83.745.034.063.554.133.8533.284.43.752.886.684.262021
20216.446.066.015.75.925.595.435.235.245.065.085.065.364.664.444.384.033.995.24.333.894.444.233.533.844.884.453.976.895.777.32022
20225.955.575.55.195.395.054.874.674.654.464.454.394.643.953.73.63.233.144.23.322.833.242.932.172.272.922.251.442.930.93-0.69-8.082023
20236.035.665.65.35.495.185.014.814.84.624.624.584.824.183.953.873.543.474.483.683.263.673.432.792.953.63.132.594.032.782.3-0.128.542024
20246.015.655.65.315.495.185.024.834.834.654.654.614.854.234.023.953.643.594.543.83.413.83.593.033.193.83.412.994.263.33.071.76.975.412025
35-Year20256.095.745.695.415.65.35.154.974.974.814.824.785.024.444.254.193.93.874.784.13.764.153.983.493.694.293.993.74.894.24.183.427.577.088.78
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.