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.