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Index Portfolio 25

Risk Profile: Conservative Age Profile: Only Low Risk Investors Suitable for investors who have 5 years before needing approximately 20% of their investments and are willing to accept a conservative degree of risk for incremental appreciation with emphasis on capital preservation.

General Allocation of Global Indexes 25% Stock Indexes 75% Bond Indexes

Simulated Returns and Volatility Data 3 yrs 1 yr 1 yr 1 yr 1 yr ending ending ending ending 20152017 2016 2015 2014 2017

5 yrs 10 yrs 20 yrs 50 yrs 90 yrs 2013- 2008- 1998- 1968- 19282017 2017 2017 2017 2017

Growth of $1 ($)

1.05

1.04

0.99

1.01

1.08

1.16

1.34

2.37

Annualized Return (%)

4.67

4.23

-1.22

1.04

2.52

3.03

2.99

4.42

7.25

5.99

Annualized Std.Devation (%)

0.89

2.98

2.83

2.75

2.48

2.69

4.49

4.11

4.81

6.03

33.12 188.50

Annual Returns: 50 Years (1/1/1968 - 12/31/2017)

Growth of $1: 50 Years (1/1/1968 - 12/31/2017) - Log Scale

$33

Sources, Updates, and Disclosures: ifabt.com, Appx A

Index Funds: The 12-Step Recovery Program for Active Investors  

This book reveals the potential land mines and pitfalls of active investing and educates readers on the benefits of passive investing with i...

Index Funds: The 12-Step Recovery Program for Active Investors  

This book reveals the potential land mines and pitfalls of active investing and educates readers on the benefits of passive investing with i...