*Risk is measured in units of Standard Deviation. Returns are net of IFC & mutual fund fees. Index Portfolio numbers refer to the percentage of stock indexes versus bond indexes. Past performance does not guarantee future results. Performance contains both live and backtested data. Data is provided for illustrative purposesonly, it does not represent actual performance of any client portfolio or account and it should not be interpreted as an indication of such performance. For detailed information on the hypothetical backtested performance data in this chart, including sources, updates and important disclosures, see ifcdisclosures.com.