Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHEM2LCHSFIGCGXFCFI

IFA Index Portfolio 50: Returns Matrix

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

1991
1-Year199121.421992
199214.778.481993
199316.0313.4218.61994
199411.528.418.37-0.981995
5-Year199512.2710.110.646.8615.321996
199612.1510.3810.868.413.4111.531997
199711.7410.210.558.6212.0310.419.31998
8-Year199810.689.229.347.589.848.076.373.521999
199910.969.729.98.5210.529.358.638.313.32000
10-Year200010.038.848.887.569.057.846.946.167.522001
20019.518.388.377.168.387.266.425.726.463.194.42002
20028.487.387.276.0875.864.944.094.231.371.05-2.182003
20039.718.798.827.898.928.147.677.48.196.958.6510.8425.592004
20049.869.019.068.239.28.538.1788.777.899.4111.1318.4611.722005
15-Year20059.618.818.838.068.928.37.947.778.47.68.769.8714.218.926.182006
20069.819.089.128.439.258.718.438.348.968.359.4410.4813.910.249.5112.942007
20079.418.78.718.048.768.237.947.88.297.688.529.2211.658.427.347.923.122008
20087.636.876.776.036.555.95.445.15.264.44.74.755.952.40.2-1.72-8.32-18.492009
20098.297.67.556.897.446.96.556.326.585.936.386.627.955.264.013.470.49-0.7920.762010
20-Year20108.57.867.827.227.767.276.976.797.076.526.997.288.526.285.45.253.43.516.6312.652011
20117.887.257.186.587.056.556.226.016.25.635.976.127.094.984.053.71.941.659.414.15-3.722012
20127.987.387.326.767.216.756.466.276.475.966.36.477.385.534.784.583.253.279.576.072.9310.032013
20138.247.687.647.127.567.156.96.756.976.536.887.097.986.365.785.734.745.0110.478.046.5412.0714.152014
20147.977.427.376.867.276.866.616.456.646.216.526.687.455.945.385.294.374.558.986.775.358.567.831.852015
25-Year20157.536.986.926.426.786.376.115.936.085.645.8966.655.214.644.483.583.647.265.163.735.684.26-0.36-2.522016
20167.567.046.986.56.856.476.226.066.25.86.046.156.775.454.944.834.054.167.45.614.496.215.272.472.788.372017
20177.617.117.066.66.946.586.356.26.345.976.216.326.925.695.245.174.494.627.576.025.116.665.994.054.798.648.922018
20187.066.576.496.046.345.965.725.555.655.265.455.516.014.824.344.23.513.546.054.533.564.643.771.811.83.280.82-6.672019
20197.216.736.676.236.536.185.955.85.915.565.755.826.315.214.794.694.084.166.515.184.395.454.813.333.625.224.191.911.262020
30-Year20207.056.596.526.16.386.045.815.665.765.425.595.656.115.064.664.563.984.056.194.954.215.134.543.233.464.73.82.156.872.662021
20217.216.766.76.36.586.266.055.926.035.715.895.966.415.435.075.014.54.66.625.524.95.85.344.294.645.885.394.538.557.2211.992022
20226.696.246.175.766.015.685.465.315.395.065.25.245.624.664.284.173.653.685.484.393.734.443.892.812.933.732.981.834.081.791.35-8.272023
20236.796.376.35.916.165.845.645.55.585.275.415.465.844.944.594.54.034.095.84.84.224.914.463.533.724.533.993.25.293.854.250.5810.292024
20246.796.386.315.946.185.875.685.545.625.335.475.525.885.024.74.624.184.245.854.934.45.054.643.824.024.774.333.695.534.424.862.598.496.712025
35-Year20256.96.56.446.086.326.035.855.725.815.535.675.736.085.274.974.914.514.596.135.284.85.445.14.384.615.355.024.546.255.4464.559.228.6810.68
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.