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One Hundred IFA Index Portfolios:
Information
IFA Index Portfolio 10
IFA Index Portfolio 20
IFA Index Portfolio 30
IFA Index Portfolio 40
IFA Index Portfolio 50
IFA Index Portfolio 60
IFA Index Portfolio 70
IFA Index Portfolio 80
IFA Index Portfolio 90
IFA Index Portfolio 100
Disclosures for Backtested Performance
Figure 4
2008 Year To Date Returns of IFA Portfolios and Indexes*
  ( Data as of Market Close 12/31/08 )
IFA
Indexfolios
YTD
Return %		 -40.80% -41.06% -41.32% -39.04% -36.76% -34.49% -32.21% -29.93% -27.66% -25.38% -23.10% -20.83% -18.55% -16.27% -13.99% -11.72% -9.44% -7.16% -4.89% -2.61%
Value*** 4,021 3,342 2,752 2,425 2,108 1,809 1,533 1,283 1,061 866 699 558 440 343 264 201 151 112 82 59
Risk**** 22.65 22.19 21.75 20.61 19.48 18.37 17.28 16.19 15.12 14.06 13.01 11.97 10.94 9.91 8.90 7.90 6.92 5.96 5.04 4.18
 
IFA
Indexes		 **
YTD
Return %		 -53.94% -54.53% -49.20% -41.68% -43.87% -33.78% -36.01% -37.36% -40.80% -46.33% -36.78% 4.02% 4.08% 8.36% 4.02%
Value*** 47,368 33,719 24,776 22,704 12,843 12,022 3,174 3,127 2,166 1,632 1,206 51 46 52 27
Risk**** 26.45 24.46 24.02 25.47 23.71 25.99 24.82 24.32 22.61 22.68 19.20 3.68 3.09 3.66 1.55
 
Other
Indexes		 Sim.
S&P 500		 Dow Nasdaq R3000 R2000
YTD
Return %		 -36.78% -33.84% -40.54% -38.70% -34.80%
Value 1,206 8,776 1,577 521 499
**For 2008, the YTD REIT return is based on the DFA U.S. REIT portfolio. The YTD returns for the 20 portfolios incorporate this return as well.
***Index data based on starting value of one, as of Jan 1, 1928. (Calculator). Source: ifa.com/btp, dfaus.com. & yahoo.com
****The risk measure is calculated as the annualized standard deviation of returns for 80 years from 1/1/1928 to 12/31/2007.

Figure 4
2009 Year To Date Returns of IFA Portfolios and Indexes
  ( Data as of Market Close 12/31/09 )
IFA
Indexfolios
YTD
Return %1		 39.99% 38.73% 37.47% 35.67% 33.87% 32.07% 30.27% 28.48% 26.68% 24.88% 23.08% 21.29% 19.49% 17.69% 15.89% 14.10% 12.30% 10.50% 8.70% 6.91%
Value2 5,621 4,627 3,771 3,279 2,813 2,381 1,989 1,642 1,339 1,078 857 674 523 401 304 228 169 123 89 63
Risk3 22.65 22.19 21.75 20.61 19.48 18.37 17.28 16.19 15.12 14.06 13.01 11.97 10.94 9.91 8.90 7.90 6.92 5.96 5.04 4.18
 
IFA
Indexes
YTD
Return %1		 92.28% 99.74% 71.77% 39.51% 41.96% 31.87% 36.34% 32.67% 30.19% 39.45% 26.55% 4.19% 2.08% 1.46% 1.92%
Value2 91,081 67,338 42,556 31,676 18,235 15,852 4,327 4,005 2,819 2,276 1,526 53 47 53 28
Risk3 26.45 24.46 24.02 25.47 23.71 25.99 24.82 N/A 22.61 22.68 19.20 3.68 3.09 3.66 1.55
 
Other
Indexes		 Sim.
S&P 500		 Dow Nasdaq
YTD
Return %		 26.55% 18.82% 43.89%
Value 1,526 10,428 2,269
1When IFA Indexes are shown in Index Portfolios, all returns data reflects a deduction of 0.9% annual investment advisory fee, which is the maximum IFA fee. Your fee may be less depending on assets under management at IFA. Unless indicated otherwise, data shown for each individual IFA Index is shown without a deduction of the IFA advisory fee.
2Index data based on starting value of one, as of Jan 1, 1928. (Calculator). Source: ifa.com/btp, dfaus.com. & yahoo.com
3The risk measure is calculated as the annualized standard deviation of returns for 81 years from 1/1/1928 to 12/31/2008.
2008 Year End Data

  2010 Year To Date Returns for IFA Index Portfolios and Indexes
  ( Data as of Market Close 12/31/10 )
IFA Index Portfolios
YTD
Return %1		 22.87% 21.52% 20.17% 19.27% 18.38% 17.48% 16.59% 15.69% 14.80% 13.90% 13.01% 12.11% 11.22% 10.32% 9.43% 8.53% 7.64% 6.74% 5.85% 4.95%
Value2,4 6,881 5,614 4,537 3,914 3,330 2,797 2,319 1,898 1,534 1,225 966 753 580 441 331 246 180 130 93 66
Risk3 22.90 22.44 22.00 20.84 19.70 18.57 17.46 16.36 15.27 14.20 13.13 12.07 11.03 9.99 8.97 7.95 6.96 5.99 5.05 4.19
 
IFA
Indexes*		   Other
Indexes		 Sim.
S&P 500		 Nasdaq
YTD
Return %1		 22.06% 30.18% 21.82% 18.10% 23.91% 29.01% 30.70% 23.79% 20.17% 10.57% 15.00% 5.30% 1.75% 4.45% 1.16%   YTD
Return %		 15.00% 16.91%
Value2,4 117,989 86,396 51,586 33,962 21,370 21,081 5,580 5,373 3,416 2,513 1,722 56 47 56 27   Value 1,755 2,653
Risk3 26.90 25.00 24.35 25.56 23.90 26.13 24.99 24.84 22.85 23.03 19.32 3.66 3.06 3.66 1.54        
 
   *Legend for IFA Indexes:
IFA Emerging Markets Index Emerging Markets Value IFA Emerging Small Cap Index Emerging Small Cap IFA Emerging Index Emerging Markets IFA International Small Cap Value Index Int'l Small Cap Value IFA International Small Company Index Int'l Small Company IFA U.S. Small Cap Value Index US Small Cap Value IFA U.S. Small Company Index US Small Company IFA Real Estate Securities Index Global Real Estate Securities
IFA U.S. Large Value Index US Large Value IFA Internation Value Index International Value IFA U.S. Large Company Index US Large Co. Sim. S&P 500 IFA 5 Yr Global Fixed Income Index 5 Yr Global Fixed Income IFA 2 Yr Global Fixed Income Index 2 Yr Global Fixed Income IFA 5 Yr Government Index 5 Yr Gov't Fixed Income IFA 1 Yr Fixed Income Index 1 Yr Fixed Income
1When IFA Indexes are shown in Index Portfolios, all returns data reflects a deduction of 0.9% annual investment advisory fee, which is the maximum IFA fee. Your fee may be less depending on assets under management at IFA. Unless indicated otherwise, data shown for each individual IFA Index is shown without a deduction of the IFA advisory fee. It is important to understand that the assumption of annual rebalancing has an impact on the monthly returns reported for the IFA index portfolios in both this Table, Table 11.9 and in the Index Calculator. The reason for this difference is that with annual rebalancing, the monthly returns are calculated by applying the asset class percentages to the year-to-date returns as of the beginning and the end of the month, unlike monthly rebalancing which assumes that the portfolio is perfectly in balance at the beginning of the month. See ifabt.com.
2Index Value based on starting value of one, as of Jan 1, 1928. Source: ifabt.com, dfaus.com. & yahoo.com
3The risk measure is calculated as the annualized standard deviation of monthly returns for 82 years from 1/1/1928 to 12/31/2009. (See Index Calculator)
4At a month-end or year-end, the returns shown above may differ slightly from the returns shown on IFA's big table due to the different methods used in the calculation of the impact of advisory fees.
  2008 Year End Data | 2009 Year End Data
   Click buttons for definitions.

2011 Year To Date Returns for IFA Index Portfolios and Indexes

Data as of Market Close 12/30/11


  • Index Portfolios
  • YTD1
  • Value2
  • Risk3
  • IFA Indexes
  • YTD1
  • Value2
  • Risk3


  • Other Indexes
  • YTD1
  • Value2
  • Risk3
  • Sim. S&P 500
  • SP500
  • 2.10%
  • 1,758
  • 19.31
  • Nasdaq
  • NSDQ
  • -1.80%
  • 2,605
1 When IFA Indexes are shown in Index Portfolios, all returns data reflects a deduction of 0.9% annual investment advisory fee, which is the maximum IFA fee. Your fee may be less depending on assets under management at IFA. Unless indicated otherwise, data shown for each individual IFA Index is shown without a deduction of the IFA advisory fee. It is important to understand that the assumption of annual rebalancing has an impact on the monthly returns reported for the IFA index portfolios in both this Table, Table 11.9 and in the Index Calculator. The reason for this difference is that with annual rebalancing, the monthly returns are calculated by applying the asset class percentages to the year-to-date returns as of the beginning and the end of the month, unlike monthly rebalancing which assumes that the portfolio is perfectly in balance at the beginning of the month. At a month-end or year-end, the returns shown above may differ slightly from the returns shown on IFA's big table due to the different methods used in the calculation of the impact of advisory fees. See ifabt.com.
2 Index Value based on starting value of one, as of Jan 1, 1928. Source: ifabt.com, dfaus.com. & yahoo.com.
3 The risk measure is calculated as the annualized standard deviation of monthly returns for 83 years from 1/1/1928 to 12/31/2010. (See Index Calculator)
Sources, Updates, and Disclosures: ifabt.com
2008 Year End Data | 2009 Year End Data | 2010 Year End Data

2012 Year To Date Returns for IFA Index Portfolios and Indexes

Data as of Market Close 12/31/12


  • Index Portfolios
  • YTD1
  • Value2
  • Risk3
  • IFA Indexes
  • YTD1
  • Value2
  • Risk3


  • Other Indexes
  • YTD1
  • Value2
  • Risk3
  • Sim. S&P 500
  • SP500
  • 15.82%
  • 1,618
  • 18.40
1 When IFA Indexes are shown in Index Portfolios, all returns data reflects a deduction of 0.9% annual investment advisory fee, which is the maximum IFA fee. Your fee may be less depending on assets under management at IFA. Unless indicated otherwise, data shown for each individual IFA Index is shown without a deduction of the IFA advisory fee. It is important to understand that the assumption of annual rebalancing has an impact on the monthly returns reported for the IFA index portfolios in both this Table, Table 11.9 and in the Index Calculator. The reason for this difference is that with annual rebalancing, the monthly returns are calculated by applying the asset class percentages to the year-to-date returns as of the beginning and the end of the month, unlike monthly rebalancing which assumes that the portfolio is perfectly in balance at the beginning of the month. At a month-end or year-end, the returns shown above may differ slightly from the returns shown on IFA's big table due to the different methods used in the calculation of the impact of advisory fees. See ifabt.com.
2 Index Value based on starting value of one, as of Jan 1, 1928. Source: ifabt.com, dfaus.com. & yahoo.com.
3 The risk measure is calculated as the annualized standard deviation of monthly returns for 84 years from 1/1/1928 to 12/30/2011. (See Index Calculator)
Sources, Updates, and Disclosures: ifabt.com
2008 Year End Data | 2009 Year End Data | 2010 Year End Data | 2011 Year End Data
Home
Risk Capacity Surveys
Retirement Analyzer
Calculators
College Savings
Chart Index
Open an Account
About Us
IFA.tv
YouTube
Articles
Books
Library
FAQs
Quotes
Podcast
Papers
Links
401(k) Scorecard
One Hundred IFA Index Portfolios:
Information
IFA Index Portfolio 10
IFA Index Portfolio 20
IFA Index Portfolio 30
IFA Index Portfolio 40
IFA Index Portfolio 50
IFA Index Portfolio 60
IFA Index Portfolio 70
IFA Index Portfolio 80
IFA Index Portfolio 90
IFA Index Portfolio 100
Disclosures for Backtested Performance

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Backtested Performance Info  |  Terms of Use  |  IMPORTANT DISCLOSURES

 

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