IFA Index Portfolio 90 S1B1: Returns Matrix

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

1991
1-Year199130.391992
199220.4411.251993
199323.3619.9929.421994
199417.5713.5914.771.781995
5-Year199518.0615.1616.510.5320.031996
199617.8715.5116.612.6218.4616.911997
199717.7315.7416.6613.6717.9316.916.891998
199815.6913.7314.1511.3213.8411.859.42.391999
199916.1714.5114.9812.7415.0713.8612.8610.920.112000
10-Year200014.512.8613.0610.912.4911.049.627.39.850.462001
200113.5912.0412.1210.1311.38108.666.78.182.664.912002
200211.489.919.777.788.567.015.453.33.52-1.48-2.43-9.272003
200313.8512.5712.6911.1412.2311.2910.519.4810.968.7811.715.2646.422004
200414.2913.1313.2911.931312.2411.6710.9412.4410.9613.7616.8732.6320.142005
15-Year200514.1213.0413.1811.9212.8912.211.6911.0612.3611.1113.3815.625.3115.9311.862006
200614.4913.513.6712.5413.4812.9112.5112.0413.312.3614.4816.524.0117.3315.9420.172007
200713.7712.812.9111.8112.6212.0311.5911.0812.0911.1212.7414.0919.4413.5111.3911.152.812008
200810.088.998.857.68.037.166.385.475.794.314.84.787.320.86-3.46-8.08-19.61-37.142009
200911.5610.610.569.4810.019.338.778.128.657.578.398.8311.76.774.282.46-2.84-5.5441.932010
20-Year201012.0111.1111.1110.1110.6610.069.599.049.628.719.5710.112.88.676.875.892.62.5330.9420.82011
201110.9910.110.049.069.58.878.367.778.27.267.98.210.346.514.693.540.5-0.0716.635.73-7.462012
201211.1910.3510.319.389.829.258.798.278.77.878.518.8410.847.465.985.162.852.8616.338.873.3515.432013
201311.8611.0811.0710.2310.6910.199.819.389.869.179.8710.2912.269.328.187.736.066.6118.4913.2610.8621.3327.542014
201411.4510.710.679.8510.279.789.398.979.398.719.339.6811.428.697.617.145.626.0315.6811.048.7314.7314.382.592015
25-Year201510.739.989.929.119.478.978.578.128.477.788.298.5310.047.456.365.834.344.5412.428.135.769.357.4-1.44-5.322016
201610.9910.2810.249.479.849.379.018.618.978.348.869.1210.578.217.276.865.625.9313.079.467.6810.999.914.595.617.792017
201711.210.5210.499.7610.129.699.3699.368.799.39.5810.978.797.977.656.586.9613.4710.348.9211.9211.237.499.1717.2316.672018
201810.279.599.538.89.18.658.297.898.187.587.998.189.377.276.45.994.895.0810.627.66.058.146.973.273.456.541.33-11.992019
201910.589.939.889.199.59.088.758.48.698.158.578.789.947.997.236.95.946.2111.48.737.479.58.675.816.479.647.052.5419.482020
30-Year202010.489.859.89.149.439.028.718.378.648.138.538.729.827.977.266.966.076.3211.088.647.499.298.556.086.679.257.214.2313.437.72021
202110.8410.2410.29.579.879.59.218.99.198.729.139.3510.438.718.077.847.067.3711.899.698.7410.59.977.958.7411.2810.028.4216.2214.6322.012022
202210.049.449.388.7498.618.37.978.217.728.078.229.187.56.846.555.755.959.987.846.838.237.545.525.897.65.993.978.394.933.58-12.072023
202310.229.649.598.989.248.878.598.288.528.068.418.579.57.927.317.076.346.5710.388.427.528.878.36.546.998.647.395.919.917.647.621.0816.192024
202410.199.639.588.999.248.898.618.328.558.118.448.69.497.997.417.186.56.7310.328.487.658.918.386.797.228.717.636.399.817.978.043.7512.79.32025
35-Year202510.369.829.779.219.469.128.868.598.828.418.748.99.778.347.817.616.997.2310.658.948.199.418.967.5489.438.547.5610.699.299.616.7113.8212.6516.1
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.