Chart Index


Quick Domain: www.ifacharts.com.
Click one of the 12-Step icons below to go directly to thumbnails for Figures and Charts from that Step.
Click to go to Step Thumbnails Click to go to Step Thumbnails Click to go to Step Thumbnails Click to go to Step Thumbnails
Click to go to Step Thumbnails Click to go to Step Thumbnails Click to go to Step Thumbnails Click to go to Step Thumbnails
Click to go to Step Thumbnails Click to go to Step Thumbnails Click to go to Step Thumbnails Click to go to Step Thumbnails


Interactive and Dynamic Charts


Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes

1
Time Diversification of 20 Indexes: 50 Yrs

2
35 Yrs Risk Reward
Chart-with Dow Jones

3
Distribution of Monthly Rolling Period Returns for 20 Portfolios

4
Explanation of Monthly Rolling Periods

5
Distribution of
Monthly Returns
6
Positive vs. Negative Returns in Various Time Periods

7
Hi-Avg-Lo Rolling
Period: 50 Yrs

8
Index Comparisons


9
IFA Index Portfolio Comparisons


10
Rollercoaster of
Risk&Return: 50 Yrs

11
Rollercoaster of
Risk&Return: 50 Yrs

12
Style Drifters: Can you Pick the Asset Class Winner?

13
Style Drifters: Can You Pick the Next Industrial sector Winner?

14
Style Drifters: Can You Pick the Next Country Winner?

15
Investor Success at Capturing Fund Returns

16




Step 1		 The Difference Between Two Investment Strategies
T1-1
Difference Between Two Investment Strategies
The Difference Between Two Investment Strategies
F1-Brain
Expecting Dough vs. Expecting Dope 		Average Mutual Fund vs Average Fund Investor
F1-1
Average Mutual Fund Average Fund Investor 		Average Mutual Fund vs Average Fund Investor Annualized Return
T1-2
Average Mutual Fund vs Average Fund Investor
F1-A
How Fund Can Earn Big Return But Still Lose Money
 
F1-2
The Average Investor Compared to Indexes		 Average Mutual Fund vs Average Fund Investor Annualized Return
T1-3
DFA Index Funds vs All Other Index Funds		 Emotions of Investing
F1-4
Emotions of Active, Passive, and Rebalancer
Investor Success at Capturing Fund Returns With and Without an Advisor		  
 
Active vs. Passive
Watching the Grass Grow 		 


Step 2
Alfred
Nobel
Blaise
Pascal
Edmund Halley
Adam
Smith
Louis Bachelier
Alfred
Cowles
Harry Markowitz
 
James
Tobin
Frank Modigliani
Merton
Miller
William Sharpe
Paul Samuelson
Eugene Fama
Michael Jensen
 
Rex Sinquefield
Burton
Malkiel
John
Bogle
David
Booth
Kenneth French		    
 
Who Do You Trust
Market Force
 


Step 3
 Top 20 Worst Performing Dead Mutual Funds
T3-1
Top 20 Worst Performing Dead Mutual Funds		 The Largest Bankrupticies
T3-2
The Largest Bankrupticies		 Survivors and Winners of S&P Stocks
F3-1
Survivors and Winners of S&P Stocks
F3-1a
Equity Returns for Major Companies vs 5 IFA Index Index Portfolios and S&P 500
F3-1b
Risk Reward Optimization - 20 Years
 
F3-1c
Excellent vs Unexcellent Company
F3-1d
Excellent vs Unexcellent Company Portfolio Returns 		71 Manager
F3-2
71 Manager		 The Odds of Success
F3-3
The Odds of Success		 The Odds of Success Revisted
F3-4
The Odds of Success Revisted
  Gross and Net Annual Returns Earned by Passive Index Funds, Average Individual Investors, and Average Investment Club
F3-5
Gross and Net Annual Returns Earned by Passive Index Funds, Average Individual Investors, and Average Investment Club		 1,446 Large Cap blend Mutual Funds vs the S&P 500 Index
F3-6
1,446 Large Cap blend Mutual Funds vs the S&P 500 Index
 Passive Beats Active: 16 Comparisons of Active Managers vs Indexes
F3-6A-1
Passive Beats Active in Equity: No Matter How You Slice It 		Passive Beats Active: 16 Comparisons of Active Managers vs Indexes
F3-6A-2
Passive Beats Active in Fix Income: No Matter How You Slice It 		Passive Beats Active: 16 Comparisons of Active Managers vs Indexes
F3-6B
Stock Picking Skill: Statistically Indistinguishable from Zero
 
F3-6Ba
Evidence of a lack of Stock Picking skill Among Managers
NFJ Small Cap Value A Fund's Alpha Relative to Russell 2000 Value Index
Statistical Significance of Alpha Among 614 Mutual Funds
Legg Mason Value Trust Relative to Russell 1000 Index
Yacktman Fund's Alpha Relative to Russell 1000 Value Index
 
How Large of a Sample is Needed for Statistical Significance*
Number of Years Needed for a Statistical Significant Alpha
How to Calculate a t-statistic for Any Data Set
F3-6C
Luck vs Skill Among Mutual Fund Managers
F3-ABC
Legg Mason Value Trust vs IFA Index Portfolios
  Coins and Stocks
F3-7
Coins and Stocks		 Short-Term Experience in Dice Rolls
F3-8
Short-Term Experience in Dice Rolls		 Long-Term Experience in Dice Rolls
F3-9
Long-Term Experience in Dice Rolls		 Distribution of Annual Occurence of the Stock within the S&P500
F3-10
Distribution of Annual Occurence of the Stock within the S&P500		 Distribution of S&P500 Stocks-2001
F3-11
Distribution of S&P500 Stocks-2001
  Distribution of S&P500 Stocks-2000
F3-12
Distribution of S&P500 Stocks-2000		 Distribution of S&P500 Stocks-1999
F3-13
Distribution of S&P500 Stocks-1999		 Distribution of Stocks in S&P 500 Annual Return
F3-14
Distribution of Stocks in S&P 500 Annual Return		 Blue Chip Outcomes & Time Periods
T3-3
Blue Chip Outcomes & Time Periods		 Technology Stock Pickers
T3-4
Technology Stock Pickers
 
The Big Casino
Stock Picker's Graveyard

Incubator Bias
 
Stock in a Box
Needle in the Haystack


A Devastating Conclusion


Step 4		 Market Timing Newsletters Over 10 Years
F4-1
Market Timing Newsletters Over 10 Years		 The Real Problem with Market Timing: Missing the Big Days
T4-1
The Real Problem with Market Timing: Missing the Big Days
One Year After the Low of 3/9/2009 		Calendar Picker
F4-2
Calendar Picker		 Batting Averages of Time Pickers
T4-2
Batting Averages of Time Pickers
 
F4-2a
Individual Investor: Mean Expected Return of vs. Lagged Return for the S&P 500
F4-2b
Investment Professionals: Forecasted Change vs Prior Chang in the S&P 500 		Subsequent 1-Day Return of S&P 500
F4-2c
Subsequent 1-Day Return of S&P 500 		Subsequent Monthly Returns of S&P 500
F4-2d
Subsequent Monthly Returns of S&P 500		 Subsequent Annual Return of S&P 500
F4-2e
Subsequent Annual Return of S&P 500
  Subsequent 2-Year Returns of S&P 500
F4-2f
Subsequent 2-Year Returns of S&P 500		 Subsequent 5-Year Returns of S&P 500
F4-2g
Subsequent 5-Year Returns of S&P 500		 Subsequent 10-Year Returns of S&P 500
F4-2h
Subsequent 10-Year Returns of S&P 500		 F4-3
Histogram of the Daily Percentage Returns of S&P 500 for 2009		 F4-4
Histogram of the Daily Percentage Returns of S&P 500 for 2008
  F4-5
Histogram of the Daily Percentage Returns of S&P 500 for 2006		 Histogram of the Daily Percentage Returns of S&P 500 for 2004
F4-6
Histogram of the Daily Percentage Returns of S&P 500 for 2004		 Histogram of theDaily Percentage Returns of S&P 500 for 2003
F4-7
Histogram of theDaily Percentage Returns of S&P 500 for 2003		 Histogram of theDaily Percentage Returns of S&P 500 for 2002
F4-8
Histogram of theDaily Percentage Returns of S&P 500 for 2002		 Histogram of theDaily Percentage Returns of S&P 500 for 2001
F4-9
Histogram of theDaily Percentage Returns of S&P 500 for 2001
  Histogram of theDaily Percentage Returns of S&P 500 for 2000
F4-10
Histogram of theDaily Percentage Returns of S&P 500 for 2000		 Histogram of theDaily Percentage Returns of S&P 500 for 1999
F4-11
Histogram of theDaily Percentage Returns of S&P 500 for 1999		 Histogram of theDaily Percentage Returns of S&P 500 for 1998
F4-12
Histogram of theDaily Percentage Returns of S&P 500 for 1998		 Histogram of theDaily Percentage Returns of S&P 500 for 1997
F4-13
Histogram of theDaily Percentage Returns of S&P 500 for 1997		 Monthly Returns of S&P500
F4-14
Monthly Returns of S&P500
  Five Years of Daily Returns of the S&P 500
F4-15
Five Years of Daily Returns of the S&P 500		 Population Characteristics of 5 Dice
F4-16
Population Characteristics of 5 Dice		   S&P 500 vs 5 Dice
S&P 500 vs 5 Dice (Flash Interactive Chart)
 
Market Force
Devouring the News

Active Investor's Only Hope


Step 5		 Top 100 Growth Fund Managers That Remained in Top 100 the Following Year
F5-1
Top 100 Growth Fund Managers That Remained in Top 100 the Following Year		 Mutual fund Manager Ratings
T5-1
Mutual fund Manager Ratings		 Before and After Hiring Returns of Investment Manager
F5-A
Before and After Hiring Returns of Investment Managers 		Before and After Hiring Returns of Investment Manager
F5-B
Before and After Hiring Returns of Investment Manager		 Before and After Hiring Returns of Cenury Small Cap Select
F5-C
Before and After Hiring Returns of Cenury Small Cap Select
  Before and After Hiring Returns of Cenury Small Cap Select
F5-D
Before and After Hiring Returns of Cenury Small Cap Select		 Before and After Hiring Returns of Cenury Small Cap Select
F5-E
Before and After Hiring Returns of Cenury Small Cap Select		 Before and After Hiring Returns of EuroPacific Growth
F5-F
Before and After Hiring Returns of EuroPacific Growth		 Before and After Hiring Returns of EuroPacific Growth
F5-G
Before and After Hiring Returns of EuroPacific Growth		 Before and After Hiring Returns of EuroPacific Growth
F5-H
Before and After Hiring Returns of EuroPacific Growth
  Investment Managers' Performances BEfore and After Hiring and Firing Decisions
F5-I
Investment Managers' Performances BEfore and After Hiring and Firing Decisions		 Investment Managers' Performances BEfore and After Hiring and Firing Decisions
F5-J
Investment Managers' Performances BEfore and After Hiring and Firing Decisions		 Results of Manager Picking by Plan Sponsors
F5-K
Results of Manager Picking by Plan Sponsors		 2007 NACUBO Endowment Study 1-Year Annualized Returns vs IFA Comparable Index Portfolios
F5-Ka
2010 NACUBO Endowment Study 10-Year Annualized Returns vs IFA Comparable Index Index Portfolios		 2007 NACUBO Endowment Study 1-Year Annualized Returns vs IFA Comparable Index Portfolios
F5-L
2007 NACUBO Endowment Study 1-Year Annualized Returns vs IFA Comparable Index Index Portfolios
  2007 NACUBO Endowment Study 3-Year Annualized Returns vs IFA Comparable Index Portfolios
F5-M
2007 NACUBO Endowment Study 3-Year Annualized Returns vs IFA Comparable Index Index Portfolios		 2007 NACUBO Endowment Study 5-Year Annualized Returns vs IFA Comparable Index Portfolios
F5-N
2007 NACUBO Endowment Study 5-Year Annualized Returns vs IFA Comparable Index Portfolios		 2007 NACUBO Endowment Study 10-Year Annualized Returns vs IFA Comparable Index Portfolios
F5-O
2007 NACUBO Endowment Study 10-Year Annualized Returns vs IFA Comparable Index Portfolios
F5-P
Harvard and Yale Endowments vs. IFA Index Portfolio 100
F5-Q
Yale University Endowment 20 Year Performance
 
Return Difference Between Managers Who Received Money and
Managers Who Had Money Withdrawn
Cash Flows Between Money Managers
Above Median Returns of Mutual Funds for the Recent 1-Year vs Prior 1-Year
Above Median Returns of Mutual Funds for the Recent 3-Year vs Prior 3-Year
Above Median Returns of Mutual Funds for the Recent 5-Year vs Prior 5-Year
 
Above Median Returns of Mutual Funds for the Recent 10-Year vs Prior 10-Year
Cumulative Performance Impact of Moving Money Among Money Managers		 Persistence in 5 year Performances of 800 Mutual Fund Managers
F5-2
Persistence in 5 year Performances of 204 Mutual Fund Managers		 Persistence in 5 year Performances of 800 Mutual Fund Managers
F5-3
Persistence in 5 year Performances of 800 Mutual Fund Managers		 Persistence in 5 year Performances of 800 Mutual Fund Managers
F5-4
Persistence in 3 year Performances of 800 Mutual Fund Managers
  Subsequent Performance of Top 30 Mutual Funds
T5-2
Subsequent Performance of Top 30 Mutual Funds		 Top Ten Mutual Fund Rankings
F5-5
Top Ten Mutual Fund Rankings		 2003 Top Ten Managers and Subsequent Performance
T5-3
2003 Top Ten Managers and Subsequent Performance		 2002 Top Ten Managers and Subsequent Performance
T5-4
2002 Top Ten Managers and Subsequent Performance		 2001 Top Ten Managers and Subsequent Performance
T5-5
2001 Top Ten Managers and Subsequent Performance
  2000 Top Ten Managers and Subsequent Performance
T5-6
2000 Top Ten Managers and Subsequent Performance		 1999 Top Ten Managers and Subsequent Performance
T5-7
1999 Top Ten Managers and Subsequent Performance		 1998 Top Ten Managers and Subsequent Performance
T5-8
1998 Top Ten Managers and Subsequent Performance		 1997 Top Ten Managers and Subsequent Performance
T5-9
1997 Top Ten Managers and Subsequent Performance		 1996 Top Ten Managers and Subsequent Performance
T5-10
1996 Top Ten Managers and Subsequent Performance
  1995 Top Ten Managers and Subsequent Performance
T5-11
1995 Top Ten Managers and Subsequent Performance		 1994 Top Ten Managers and Subsequent Performance
T5-12
1994 Top Ten Managers and Subsequent Performance		 1993 Top Ten Managers and Subsequent Performance
T5-13
1993 Top Ten Managers and Subsequent Performance		 1992 Top Ten Managers and Subsequent Performance
T5-14
1992 Top Ten Managers and Subsequent Performance		  
 
Pick Your Manager
 


Step 6		 Style Drift of Fidelity Magellan Fund
F6-1
Style Drift of Fidelity Magellan Fund		 Relative Style Purity of DFA US Large Company Fund
F6-2
Relative Style Purity of DFA US Large Company Fund		 Style Drift of Scudder Large Value
F6-3
Style Drift of Scudder Large Value		 Relative Style Purity of DFA US Large Value
F6-4
Relative Style Purity of DFA US Large Value		 Style Drift of Vanguard Explorer
F6-5
Style Drift of Vanguard Explorer
  Relative Style Purity of DFA US Small Value
F6-6
Relative Style Purity of DFA US Small Value		 Style Drift Among Mutual Funds vs Fama/French Indexes
F6-13
Style Drift Among Mutual Funds vs Fama/French Indexes
F6-14
Style Drifters: Can You Pick the Next Asset Class Winner?
F6-15
Style Drifters: Can You Pick the Next Industrial Sector Winner?
F6-16
Style Drifters: Can You Pick the Next Country Winner?
  Annual Returns of 20 Index Portfolio and S&P500
F6-17
Annual Returns of 20 Index Portfolio and S&P500		 Annual Return of 16 Indexes
F6-18
Annual Return of 15 IFA Indexes
F6-19
Tactical Allocation Funds vs. IFA Index Portfolios		 Annual Returns of 20 Index Portfolio and S&P500
F6-20
Value Gained or Lost When Moving Assets From One Manager to Another 		 


Step 7		 Value Lost to Taxes in Actively Managed Funds vs Vanguard S&P 500
T7-1
Value Lost to Taxes in Actively Managed Funds vs Vanguard S&P 500		 Average Equity Fund vs Market Index Fund
F7-1
Average Equity Fund vs Market Index Fund		 Average Equity Fund vs Market Index Fund
T7-2
Average Equity Fund vs Market Index Fund		 Turnover Ratio of Various Funds
T7-3
Turnover Ratio of Various Funds		  
           
 
Sad Uncle Sam
The Feast

 


Step 8		 Standard Deviation
F8-1
Standard Deviation		 Risk Reward Optimization Chart
F8-1 A
Risk Reward Optimization Chart		 Comparison of Several Investments
F8-1 B
Comparison of Several Investments		 High Volatility
F8-2
High Volatility		 Low Volatility
F8-3
Low Volatility
  Probability Distribution of Two Dice
F8-4
Probability Distribution of Two Dice		 High Volatility Index Portfolio: Distribution of Monthly Returns
F8-5
High Volatility Index Portfolio: Distribution of Monthly Returns		 Low Volatility Index Portfolio: Distribution of Monthly Returns
F8-6
Low Volatility Index Portfolio: Distribution of Monthly Returns		 Difference between Mean Reverting and Non-mean Reverting Outcomes
F8-7
Difference between Mean Reverting and Non-mean Reverting Outcomes		 Probability Distribution
F8-8
Probability Distribution
  Explanation of 12 Years Rolling Periods
F8-9
Explanation of 12 Years Rolling Periods		 Monthly Rolling Period Analysis
T8-1
Monthly Rolling Period Analysis		 Riskese
F8-10
Riskese		 Concentration Risk: One Stock vs Indexes
F8-11
Concentration Risk: One Stock vs Indexes		 Distribution of Rolling Returns over 50 years - IBM
F8-A
Distribution of Rolling Returns over 50 years - IBM
  Distribution of Rolling Returns over 50 years - GM
F8-B
Distribution of Rolling Returns over 50 years - GM 		Distribution of Rolling Returns over 50 years - DIS
F8-C
Distribution of Rolling Returns over 50 years - DIS		 Distribution of Rolling Returns over 50 years - GE
F8-D
Distribution of Rolling Returns over 50 years - GE 		Distribution of Rolling Returns over 50 years - IFA 100
F8-E
Distribution of Rolling Returns over 50 years - IFA 100 		Diversification, Risk and Expected Return
F8-12
Diversification, Risk and Expected Return
  Dimensions of Stock Returns
F8-13
Dimensions of Stock Returns		 Average Annual Returns of the Fa,a/French Three Risk Factors
F8-14
Average Annual Returns of the Fama/French Three Risk Factors		 Market Risk Factor
F8-15
Market Risk Factor
F8-16
Risk vs Return for Size Deciles of US Stock Market
F8-16a
Risk vs Return for Fama/French Value Quintiles
  Relationship between Expected Return and the Three Factors of Market, Size, and Value
F8-17
Relationship between Expected Return and the Three Factors of Market, Size, and Value		 Estimated Average Expected Return Over Market Return for Index Portfolio 90
F8-18
Estimated Average Expected Return Over Market Return for Index Portfolio 90		 Does it Pay to Extend Bond Maturities?
F8-21
Does it Pay to Extend Bond Maturities?		 Does it Pay to Extend Bond Maturities?
F8-21A
Term Risk Factor for Fixed Income 		Does it Pay to Extend Bond Maturities?
F8-21B
Default Risk Factor for Fixed Income
  Does it Pay to Extend Bond Maturities?
F8-22A
The Fama French Five Risk Factors - Average Annual Returns and Risks		 Does it Pay to Extend Bond Maturities?
F8-22A
Risk Return Scatter Plot of the Fama French Five Risk Factors 		The Fame/French Five-Factor Model Explains the Difference Between Investing and Speculating
F8-19
The Fama/French Five-Factor Model Explains the Difference Between Investing and Speculating		 Value vs Growth in the US
F8-20
Value vs Growth in the US		 Risk and Return of Fama/French US Indexes over 78 years
F8-22
Risk and Return of Fama/French US Indexes over 78 years
  Roller Coaster of Risk and Return: Index Portfolios
F8-23
Roller Coaster of Risk and Return: Index Portfolios		 Roller Coaster of Risk and Return: Small Value Indexes
F8-24
Roller Coaster of Risk and Return: Small Value Indexes		 Value vs Growth in the US
F8-25
Monthly Returns Over 50 Years 		Does it Pay to Extend Bond Maturities?
F8-26
Quarterly Returns Over 50 Years 		Risk and Return of Fama/French US Indexes over 78 years
F8-27a
Annual Returns Over 50 Years
  Risk and Return of Fama/French US Indexes over 78 years
F8-27b
Annual Returns Over 50 Years -Updated for October 08		 Roller Coaster of Risk and Return: Index Portfolios
F8-28
5-Year Annual Rolling Period Returns Over 50 Years		 Roller Coaster of Risk and Return: Small Value Indexes
F8-29
10-Year Annual Rolling Period Returns Over 50 Years
 Portfolio 90 Performance Data
F8-29a
20 IFA Index Portfolios and S&P 500 Rolling Period Performance		 F8-30A
Percentage Days with Gains Versus Annual Return of S&P 500 Index
  F8-30B
Percentage Days with Gains Versus Years of S&P 500 Index		 The Emotions of InvestingF8-30
The Emotions of Investing		 S&P 500 vs Treasury Bills
F8-31
S&P 500 vs Treasury Bills		 20 Index Portfolios Risk Reward Optimization
F8-32
20 Index Portfolios Risk Reward Optimization		  
 
Market Risk
Size Risk
Value Risk
 
Term Risk
Default Risk		  


Step 9		 IFA Indexes Time Series Construction
F9-1
IFA Indexes Time Series Construction		 Annual Returns of 16 Indexes
T9-1
Annual Returns of 16 Indexes		 Total US Stock Market, Large Value and Growth, and Small Value and Growth
F9-2
Total US Stock Market, Large Value and Growth, and Small Value and Growth		 Market Turmoil and the Dow Jones Industrial Average
T9-2
Market Turmoil and the Dow Jones Industrial Average
F9-R
Recession and Unemployement
 
F9-2A
Relationship Between Equity REturns and Economic Freedom
F9-2B
Risk vs Reward for 18 Developed Countries
F9-2C
Equity Returns According to Economic Freedom Rank
F9-2D
Government Intervention and Stock Returns		 Size and Value Indexes Around the Globe: Annualized Return and Standard Deviation
F9-3
Size and Value Indexes Around the Globe: Annualized Return and Standard Deviation
  Risk and Return of Various Indexes
F9-4
Risk and Return of Various Indexes		 Various Asset Class Returns
T9-3
Various Asset Class Returns		 Fama/French, IFA, and Other Indexes - Annualized Rates of Return
T9-4
Fama/French, IFA, and Other Indexes - Annualized Rates of Return		 Private Equity Strategies
T9-5
Private Equity Strategies
F9-A
Percentage of Loss and Gains Required for Full Recovery
 
F9-B
Index Portfolio 70 Returns
F9-C
Probability of Index Portfolio 70
F9-D
Probability of Index Portfolio Recovery
Recovery One Year After the Low of 2009
The Lost Decade? IFA Index Portfolios vs a Simulated SP500
  Correlation Matrix of 15 IFA Indexes
F9-5
Correlation Matrix of 15 IFA Indexes		 Fama/French Three Factors
F9-6
Fama/French Three Factors		 Risk and Return of the Three Risk Factors
F9-7
Risk and Return of the Three Risk Factors		 Fama/French and IFA US Index Returns
F9-8
Fama/French and IFA US Index Returns		 Growth of $1,000 in Various Indexes Over 80 Years
F9-8B
Growth of $1,000 in Various Indexes Over 80 Years
 

T9-A
IFA Indexes: Value vs Growth - 70years

T9-B
IFA Indexes: Value vs Growth - 31years

T9-C
IFA Indexes: Value vs Growth - 30years

T9-D
IFA Indexes: Value vs Growth - 80years
F9-9
Index Vs Chart
  History of the Size Effect
F9-10
History of the Size Effect		   IFA Index Portfolio 90 Returns Matrix over 35 Years
F9-11
IFA Index Portfolio 90 Returns Matrix over 35 Years 		   


Step 10		 Capacity Exposure Optimization: Returns for Investors are Optimal on the Line
F10-1
Capacity Exposure Optimization: Returns for Investors are Optimal on the Line		 Risk Capacity Dimensions: Time Horizon and Risk Attitude
F10-2
Risk Capacity Dimensions: Time Horizon and Risk Attitude		 Risk Capacity Dimensions: Net Wroth and Net Income
F10-3
Risk Capacity Dimensions: Net Wroth and Net Income		 Risk Capacity Dimensions: Investment Knowledge & the 12-Step Program
F10-4
Risk Capacity Dimensions: Investment Knowledge & the 12-Step Program		 Ten Dimensions of Risk
F10-5
Ten Dimensions of Risk
  People: Five Dimensions of Risk Capacity
F10-6
People: Five Dimensions of Risk Capacity		 Portfolios: 5 Eimensions of Risk Exposure
F10-7
Index Portfolios: 5 Dimensions of Risk Exposure		 Index Portfolio 70
T10-1
Index Portfolio 70		 Color of Risk Spectrum
F10-8
Color of Risk Spectrum		 Color of Risk Spectrum
F10-9
Color of Risk Spectrum
  Uncertainty of Expected Returns
F10-10
Uncertainty of Expected Returns		 Uncertainty of Expected Return
F10-11
Uncertainty of Expected Return		 Annualized Expected Return and One Year Risk
F10-12
Annualized Expected Return and One Year Risk		 Annualized Expected Return and Capacity Adjusted Risk
F10-13
Annualized Expected Return and Capacity Adjusted Risk		 Annualized Return Matrix: 35 years
F10-14
Annualized Return Matrix: 35 years
  Explanation of 12 Year Rolling Periods
F10-15
Explanation of 12 Year Rolling Periods		 Monthly Rolling Period Analysis
F10-16
Monthly Rolling Period Analysis		 Time Diversification of 20 Index Portfolios
F10-17
Time Diversification of 20 Index Index Portfolios		    
 
Time
Attitude
Net Worth
 
Income
Investment Knowledge		  

IFA Index Portfolio Paintings Risk Capacity 100: Bright Red
Index Portfolio 100		 Risk Capacity 95: Yellow
Index Portfolio 95 		Risk Capacity 90: Gold
Index Portfolio 90 		Risk Capacity 85: Orange
Index Portfolio 85 		Risk Capacity 80: Purple
Index Portfolio 80
Index Portfolios are individualized
and indexed. 		Risk Capacity 75: Dark Blue
Index Portfolio 75 		Risk Capacity 70: Dark Teal
Index Portfolio 70 		Risk Capacity 65: Dark Green
Index Portfolio 65 		Risk Capacity 60: Green
Index Portfolio 60		 Risk Capacity 55: Olive
Index Portfolio 55
  Risk Capacity 50: Sea Green
Index Portfolio 50		 Risk Capacity 45: Teal
IFA Portfolio 45		 Risk Capacity 40: Aqua
Index Portfolio 40 		Risk Capacity 35: Sky Blue
Index Portfolio 35 		Risk Capacity 30: Pale Blue
Index Portfolio 30
  Risk Capacity 25: Ice Blue
Index Portfolio 25 		Risk Capacity 20: Light Turquoise
Index Portfolio 20		 Risk Capacity 15: Light Green
Index Portfolio 15		 Risk Capacity 10: Light Yellow
Index Portfolio 10		 Risk Capacity 05: Ivory
Index Portfolio 05


Step 11		 Twenty Index Portfolios
F11-1
Twenty Index Portfolios		   Concentration Risk: One Stock vs Indexes
F11-3
Concentration Risk: One Stock vs Indexes		 Global Market Share
F11-4
Global Market Share		 Overall Rating of Mutual Fund Companies by Registered investment Advisors
T11-1
Overall Rating of Mutual Fund Companies by Registered investment Advisors
  Risk Reward Optimization
F11-5 Average Annual Returns of the Fama French Three Factor Model		 Risk Reward Optimization
F11-6 Structure Determines Performance Among Diversified Portfolios of Equities		 Risk Reward Optimization
F11-7 Vanguard vs DFA: Annualized Returns in Each Category		 Index Portfolios Distribution of Monthly Returns
F11-8 Vanguard Funds vs DFA in IFA Index Portfolios		 Risk Reward Optimization
F11-9 Sample Vanguard Index Portfolios vs. IFA Index Portfolios
  Risk Reward Optimization
F11-10 Vanguard Target Retirement Funds vs. IFA Index Portfolios		 20 Index Portfolios and S&P 500
F11-11 iShareds ETF vs DFA in IFA Index Portfolios
F11-12 Schwab vs IFA Index Portfolios
F11-13 Fidelity vs IFA Index Portfolios		 Risk Reward Optimization
F11-14 T.Rowe Price vs IFA Index Portfolios
  Index Portfolios Distribution of Monthly Returns
F11-15 Fidelity Freedom Funds vs IFA Index Portfolios		 Risk Reward Optimization
F11-16
Risk Reward Optimization		 Index Portfolios Distribution of Monthly Returns
F11-17
Index Portfolios Distribution of Monthly Returns		 20 Index Portfolios and S&P 500
F11-18
20 Index Portfolios and S&P 500		 Risk Reward Optimization
F11-19
Trade size vs Transaction Cost of Corporate and Municipal Bonds
  Index Portfolios Distribution of Monthly Returns
F11-20
DFA VAlue Added Through Advantageous Trade Size 		20 Index Portfolios and S&P 500
F11-21 Risk Reward Optimization - IFA portfolios, IFA Indexes, Gold, Oil, Gas
F11-22 Dow Jones UBS Commodity Index vs IFA Index Portfolios		    
         


Step 12		 Emotions of Rebalancing
F 12-1
Emotions of Rebalancing		 F 12-4 People and Index Portfolios
F12-5 People and Portfolios: IFA's Glide Path for Retirement Success		 Vanguard and S&P Target Dates vs IFA Target Date Index Portfolios  
 
The Rebalancing Act
Tax Lost Harvester
Glide Path

 
Asset Location

 

  IFA Index Portfolios (Portfolios are individualized and indexed)

  Annualized Returns & Growth of a Dollar Matrix over 35 Years

       
       
       
       

 

Call or Email
Index Funds Advisors, Inc. All rights reserved.
 Backtested Performance Info
 

This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program for Active Investors eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.) For a copy of the Index Funds Advisors, Inc. Privacy Policy, click here.

Index Funds Advisors, Inc.    No Active Funds
Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150  —  Irvine, CA 92612  
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050  —  Fax: 949-502-0048 — Email: info @ ifa . com
For several other offices and representative locations, see About Us.