The ICA Guide
The ICA Guide
The ICA Guide
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Growth over a wide variety of periods<br />
What does “long term” mean to you? Ten years? Twenty? Fifty? <strong>ICA</strong>’s 78-year history can be used to illustrate the fund’s results over a<br />
variety of meaningful periods through December 31, 2011, starting with a hypothetical $1,000 investment.<br />
Over any<br />
calendar period<br />
this long<br />
5 years<br />
10 years<br />
15 years<br />
20 years<br />
25 years<br />
30 years<br />
40 years<br />
50 years<br />
60 years<br />
Here’s the best<br />
you would<br />
have done<br />
$2,733<br />
+22.3% a year<br />
(1995–1999)<br />
$5,169<br />
+17.9% a year<br />
(1982–1991)<br />
$11,602<br />
+17.8% a year<br />
(1975–1989)<br />
$22,413<br />
+16.8% a year<br />
(1979–1998)<br />
$51,263<br />
+17.1% a year<br />
(1975–1999)<br />
$60,232<br />
+14.6% a year<br />
(1975–2004)<br />
$154,589<br />
+13.4% a year<br />
(1958–1997)<br />
$671,140<br />
+13.9% a year<br />
(1950–1999)<br />
$1,891,633<br />
+13.4% a year<br />
(1942–2001)<br />
Here’s the worst<br />
you would<br />
have done<br />
$674<br />
–7.6% a year<br />
(1937–1941)<br />
$1,106<br />
+1.0% a year<br />
(1999–2008)<br />
$2,444<br />
+6.1% a year<br />
(1997–2011)<br />
$4,557<br />
+7.9% a year<br />
(1992–2011)<br />
$8,982<br />
+9.2% a year<br />
(1987–2011)<br />
$18,167<br />
+10.1% a year<br />
(1946–1975)<br />
$43,750<br />
+9.9% a year<br />
(1969–2008)<br />
$145,209<br />
+10.5% a year<br />
(1962–2011)<br />
$665,916<br />
+11.4% a year<br />
(1952–2011)<br />
<strong>ICA</strong> has persevered through market highs and lows, world conflicts and the<br />
ever-changing scope of technology.<br />
And here’s<br />
the median<br />
$1,716<br />
+11.4% a year<br />
(2003–2007)<br />
$3,211<br />
+12.4% a year<br />
(1995–2004)<br />
$5,768<br />
+12.4% a year<br />
(1989–2003)<br />
$10,732<br />
+12.6% a year<br />
(1947–1966)<br />
$17,357<br />
+12.1% a year<br />
(1947–1971)<br />
$30,030<br />
+12.0% a year<br />
(1962–1991)<br />
$100,356<br />
+12.2% a year<br />
(1942–1981)<br />
$345,040<br />
+12.4% a year<br />
(1945–1994)<br />
$1,175,575<br />
+12.5% a year<br />
(1945–2004)<br />
<strong>The</strong> <strong>ICA</strong> <strong>Guide</strong> 19