Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHLCHSFIGCGXFCFI

IFA Index Portfolio 80: Returns Matrix

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

1991
1-Year199128.031992
199218.9210.461993
199321.1917.9125.861994
199415.4111.4912-0.331995
5-Year199516.0213.214.138.6818.51996
199615.7713.4614.2210.5916.4914.511997
199715.1413.1313.6710.8114.7912.9811.471998
199813.4511.5111.699.0511.539.36.792.311999
199914.0912.4612.7510.713.0511.7310.8210.519.342000
10-Year200012.5810.9811.049.0710.729.237.956.89.12-0.222001
200111.7610.2510.228.419.728.327.136.077.351.813.882002
2002108.498.296.57.395.894.513.183.39-1.43-2.04-7.622003
200312.0610.8310.869.4610.619.668.988.589.877.6310.3813.7740.122004
14-Year200412.4911.3811.4610.2311.3510.5810.19.911.229.6712.2915.2428.718.222005
15-Year200512.2911.2411.310.1611.1710.4610.029.8410.969.6311.7113.7621.9313.749.432006
200612.6711.7211.8110.7911.7711.1810.8510.7911.8910.8712.8314.7121.0915.3413.9418.622007
200712.0411.1111.1610.1811.0310.4310.069.9210.89.7811.2912.5717.1111.989.9710.242.452008
20088.977.947.796.687.26.375.725.215.514.074.624.736.941.32-2.52-6.2-16.59-32.12009
200910.099.179.098.128.718.047.567.247.76.67.397.8410.245.933.632.22-2.72-5.2232.312010
20-Year201010.519.669.628.739.328.738.338.18.597.678.499.0111.297.696.035.362.282.2225.4218.892011
20119.628.778.687.88.37.697.256.967.326.3877.329.125.764.093.230.4-0.1113.615.27-6.792012
20129.879.089.018.198.688.137.747.57.887.047.678.029.736.795.444.882.752.8114.048.533.6915.352013
201310.429.689.648.899.48.918.598.428.848.128.799.2110.898.327.287.015.455.9515.8112.029.8219.223.192014
201410.099.379.328.599.068.588.268.088.457.768.358.7110.197.816.826.535.115.513.5410.118.0213.4612.532.82015
25-Year20159.498.788.717.998.47.927.587.377.686.997.497.759.036.785.795.444.064.2710.857.635.518.836.75-0.63-3.952016
20169.648.968.98.218.628.177.867.677.987.357.848.119.337.266.396.124.955.2311.158.426.769.78.333.794.2913.242017
20179.89.159.18.458.858.438.157.998.37.728.28.489.647.746.976.775.756.0911.489.127.7910.449.486.37.4913.7114.182018
20188.978.338.257.597.947.57.196.997.236.637.027.218.216.375.575.284.234.48.996.665.227.065.742.562.54.740.74-11.122019
20199.248.628.557.938.287.877.597.427.677.127.527.728.76.996.286.065.155.389.677.636.458.237.254.85.217.635.831.8816.792020
30-Year20209.078.478.397.88.127.737.457.287.516.987.357.548.456.836.155.945.095.299.217.326.237.796.884.735.056.955.442.6710.364.282021
20219.418.848.788.218.558.187.937.798.037.557.938.149.047.536.936.786.036.2910.028.347.438.968.276.547.099.058.236.7913.5311.9320.152022
20228.728.158.087.517.87.427.166.997.196.697.027.177.976.55.885.674.915.088.416.765.817.036.234.54.716.024.863.096.983.93.7-10.492023
20238.888.338.267.728.017.657.417.257.466.997.317.478.256.866.296.125.435.628.777.266.427.66.925.425.716.996.124.848.366.347.041.0414.042024
20248.868.328.267.738.017.677.437.287.487.037.357.58.246.926.386.235.585.768.737.326.547.647.025.665.957.116.375.298.316.697.33.3411.038.092025
35-Year20259.018.58.447.938.217.887.667.537.737.37.627.788.57.246.756.616.016.219.067.747.048.117.566.356.687.817.226.379.177.938.695.9512.2511.3313.64
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.