Returns and Standard Deviation for Model Portfolios

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Untitled Document

Interactive and Dynamic Charts

80 Yrs - Risk Reward
Optimization

50 Yrs - Risk Reward
Optimization

35 Yrs - Risk Reward Optimization

20 Yrs Risk Reward
Optimization

35 Yrs Risk Reward
Chart-with Dow Jones

Distribution of Mo.
Returns: 50 Yrs

Rollercoaster of
Risk&Return: 50 Yrs

Hi-Avg-Lo Rolling
Period: 50 Yrs

IFA vs. Vanguard
with IFA Weights

Distribution of Monthly Rolling Period Returns for 20 Portfolios

Time Diversification of 20 Indexes: 50 Yrs

Galton Board
Comparison to IP60

Monthly Returns of S&P 500 vs 5 Dice

Rolling Period
Percentage
Gain vs Loss

Market Forces:
Why Price Change

Index Comparisons

Explanation of Monthly Rolling Periods

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Enlarge

- Rolling Period Data

Enlarge

Nine Foot Galton Board

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About

Backtested Performance Disclosures

FAQs

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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.)

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