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Index Funds: The 12-Step Program for Active Investors - Table of Content

The 12 Steps Chart Index - quick-domain: www.ifacharts.com

Click a step icon below to go directly to charts from that step.






 


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
 
F1-3
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
   
 
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 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
  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
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
Histogram of the Daily Percentage Returns of S&P 500 for 2004
F4-3
Histogram of the Daily Percentage Returns of S&P 500 for 2004
Histogram of theDaily Percentage Returns of S&P 500 for 2003
F4-4
Histogram of theDaily Percentage Returns of S&P 500 for 2003
Histogram of theDaily Percentage Returns of S&P 500 for 2002
F4-5
Histogram of theDaily Percentage Returns of S&P 500 for 2002
  Histogram of theDaily Percentage Returns of S&P 500 for 2001
F4-6
Histogram of theDaily Percentage Returns of S&P 500 for 2001
Histogram of theDaily Percentage Returns of S&P 500 for 2000
F4-7
Histogram of theDaily Percentage Returns of S&P 500 for 2000
Histogram of theDaily Percentage Returns of S&P 500 for 1999
F4-8
Histogram of theDaily Percentage Returns of S&P 500 for 1999
Histogram of theDaily Percentage Returns of S&P 500 for 1998
F4-9
Histogram of theDaily Percentage Returns of S&P 500 for 1998
Histogram of theDaily Percentage Returns of S&P 500 for 1997
F4-10
Histogram of theDaily Percentage Returns of S&P 500 for 1997
  Histogram of theDaily Percentage Returns of S&P 500 for 1997
F4-11
Histogram of theDaily Percentage Returns of S&P 500 for 1997
Monthly Returns of S&P500
F4-12
Monthly Returns of S&P500
Five Years of Daily Returns of the S&P 500
F4-13
Five Years of Daily Returns of the S&P 500
Population Characteristics of 5 Dice
F4-14
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-L
2007 NACUBO Endowment Study 1-Year Annualized Returns vs IFA Comparable 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 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

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 800 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 3 year Performances of 100 Mutual Fund Managers
F5-4
Persistence in 3 year Performances of 100 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
F6-7
Style Drift Among Mutual Funds vs Fama/French Indexes
Annual Returns of 20 Index Portfolio and S&P500
T6-1
Annual Returns of 20 Index Portfolio and S&P500
Annual Returns of 20 Index Portfolio and S&P500
T6-2
Annual Returns of 20 Index Portfolio and S&P500
Annual Return of 16 Indexes
T6-3
Annual Return of 16 Indexes
  Annual Return of 16 Indexes
T6-4
Annual Return of 16 Indexes
       

 


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
Risk vs Return for Size Deciles of US Stock Market
F8-16
Risk vs Return for Size Deciles of US Stock Market
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
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
Does it Pay to Extend Bond Maturities?
F8-21
Does it Pay to Extend Bond Maturities?
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 Investing
F8-30
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

 


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
Portfolio 70 Returns

F9-C
Probability of Portfolio 70

F9-D
Probability of Portfolio Recovery
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
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 Portfolios
   

IFA Index Portfolio Painting Risk Capacity 100: Bright Red
IFA Portfolio 100
Risk Capacity 95: Yellow
IFA Portfolio 95
Risk Capacity 90: Gold
IFA Portfolio 90
Risk Capacity 85: Orange
IFA Portfolio 85
Risk Capacity 80: Purple
IFA Portfolio 80
  Risk Capacity 75: Dark Blue
IFA Portfolio 75
Risk Capacity 70: Dark Teal
IFA Portfolio 70
Risk Capacity 65: Dark Green
IFA Portfolio 65
Risk Capacity 60: Green
IFA Portfolio 60
Risk Capacity 55: Olive
IFA Portfolio 55
  Risk Capacity 50: Sea Green
IFA Portfolio 50
Risk Capacity 45: Teal
IFA Portfolio 45
Risk Capacity 40: Aqua
IFA Portfolio 40
Risk Capacity 35: Sky Blue
IFA Portfolio 35
Risk Capacity 30: Pale Blue
IFA Portfolio 30
  Risk Capacity 25: Ice Blue
IFA Portfolio 25
Risk Capacity 20: Light Turquoise
IFA Portfolio 20
Risk Capacity 15: Light Green
IFA Portfolio 15
Risk Capacity 10: Light Yellow
IFA Portfolio 10
Risk Capacity 05: Ivory
IFA 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
  Twenty Index Portfolios
T11-2
Twenty Index Portfolios
Risk Reward Optimization
F11-5
Risk Reward Optimization
Index Portfolios Distribution of Monthly Returns
F11-6
Index Portfolios Distribution of Monthly Returns
20 Index Portfolios and S&P 500
T11-3
20 Index Portfolios and S&P 500

DFA
Returns Table

 


Step 12
Emotions of Rebalancing
F12-1
Emotions of Rebalancing
       
 
The Rebalancing Act


 

 

 

 IFA Index Portfolio 35 Years Annualized Returns & Growth of Dollar Matrix


 


 
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