Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMCUCEICEILCIHPEMHEM2LCHSFIGCGXFCFI

IFA Index Portfolio 30: Returns Matrix

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

1991
1-Year199117.011992
199211.977.161993
199312.5610.4113.751994
19948.96.325.9-1.411995
5-Year19959.7488.285.6513.211996
6-Year19969.718.318.66.9311.369.551997
19979.458.238.457.1610.188.77.861998
19988.797.677.756.598.697.226.084.331999
19998.857.877.977.038.817.737.136.779.282000
10-Year20008.37.377.46.527.96.876.215.676.343.482001
20017.977.17.16.297.446.515.915.435.84.114.742002
20027.416.586.525.746.675.775.164.624.73.213.081.442003
20038.047.327.346.727.666.996.636.426.856.257.198.4315.912004
20047.997.337.346.787.647.036.726.566.946.487.248.0911.577.42005
15-Year20057.727.097.086.557.36.736.426.246.526.066.597.058.995.694.012006
20067.817.237.236.757.456.956.696.566.846.57.017.479.036.836.559.162007
20077.566.996.986.517.156.666.46.266.476.136.516.817.926.015.556.323.562008
20086.545.955.885.375.875.334.984.734.774.284.384.324.812.721.590.79-3.15-9.422009
20096.876.336.285.836.345.865.585.45.495.125.315.385.954.383.783.721.971.1913.052010
20-Year20106.956.456.415.996.476.035.795.635.745.425.625.726.264.954.554.663.573.5710.758.492011
20116.526.025.965.555.975.545.275.095.154.814.934.955.354.13.643.582.52.236.443.28-1.672012
20126.526.055.995.665.595.355.185.244.945.065.095.474.363.993.993.153.076.454.342.336.492013
20136.596.146.095.726.115.735.515.375.435.175.35.345.74.734.444.53.853.96.795.284.237.318.132014
20146.365.925.875.55.865.495.275.125.174.955.025.324.414.124.133.523.515.844.453.475.244.621.222015
25-Year20156.035.65.535.175.55.124.94.734.764.484.554.544.783.93.593.542.942.864.753.422.443.492.51-0.18-1.572016
201665.585.515.175.485.124.914.754.784.524.584.574.83.993.713.693.153.114.793.662.883.823.161.551.725.122017
20175.985.575.515.185.485.144.934.794.814.574.634.634.844.093.843.833.363.344.863.883.244.083.612.512.945.265.412018
20185.615.215.144.815.084.744.524.374.374.124.154.124.293.553.293.232.752.683.973.012.342.932.351.231.232.190.75-3.72019
20195.685.35.234.915.174.854.654.514.524.294.334.314.483.83.573.533.113.084.293.462.913.53.082.262.473.512.981.787.582020
30-Year20205.545.175.14.795.034.724.524.384.384.164.194.164.313.673.443.432.964.073.282.783.282.892.162.323.122.621.714.531.572021
20215.575.215.154.855.094.794.64.474.484.264.34.284.433.833.623.63.243.214.253.553.123.613.292.72.923.683.42.95.24.036.552022
20225.164.84.724.434.644.344.143.993.983.763.773.723.843.243.012.952.582.513.422.722.252.622.241.61.652.121.620.882.060.29-0.34-6.792023
20235.244.894.824.544.754.464.274.144.133.923.943.94.023.463.263.222.882.843.713.072.673.042.732.22.312.812.4823.192.122.30.247.82024
20245.264.924.854.584.784.54.334.24.1944.023.994.13.573.383.353.043.013.843.252.893.252.982.532.663.142.892.543.622.843.162.066.795.792025
35-Year20255.3354.944.674.884.614.444.324.324.144.164.144.263.763.593.573.283.274.073.533.213.563.342.953.113.593.423.184.23.654.073.457.116.787.77
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.