|
The IFA Risk and Return Calculator
80.58 Years (967 months) of 20 IFA Indexes and 22 Indexfolios™ 40,614 Monthly Returns - A Worldwide Exclusive - Only at IFA.
Compare the past returns of your current investments to the index portfolio
(Indexfolio™) recommended at the end of your Risk
Capacity Survey, the S&P 500 Index, or 20 other IFA
indexes. The index portfolio recommended at the end of your survey would
be an approximate benchmark of your returns. Your risk capacity survey
results should be reviewed by an index funds advisor. If you have data
on a month to month time period where you had no cash inflows or outflows,
you can compare the annual returns, standard deviations and ending dollar
values of your investments to a risk-appropriate indexfolio over a similar
time period by filling in the data below. If you have access to other
index (ETF or mutual fund) or actively managed fund data, you can compare
those to the IFA indexes. Twenty years is the minimum period for meaningful
comparisons. |