The ICA Guide

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