Index Fund Advisors, Inc. - Fiduciary Wealth Services, DFA Funds

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The IFA app is an educational resource for investors. Gain access to hundreds of articles and videos on evidence-based strategies, including investing advice videos from Nobel Laureates such as Eugene Fama and Harry Markowitz.

The IFA app makes it easy to:

Login to your IFA Account to view and download your monthly performance reports
Access IFA Index Portfolio historical risk and return data
Read and share evidence based investing articles and videos
Gain access to the documentary film Index Funds: The 12 Step Recovery Program for Active Investors
Setup an account with IFA
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WATCH THE FULL MOVIE FOR FREE

ADDICTION CLINIC EXTENDS THERAPY TO BITCOIN TRADERS

June 4, 2020

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Favorite Charts

IFA's extensive collection of charts presents a wealth of data supporting the benefits of investing with IFA. The data provided in all charts on this page is hypothetical back-tested performance and is not actual client performance. Only data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. All other data, including the IFA Indexes, does not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.

Risk vs. Return

Year To Date Returns for IFA Index Portfolios and Indexes

Multi-Period Returns

Risk Return Scatter Plot

High-Median-Low of $100,000 in 12-month Periods in IFA Index Portfolios

High-Low $

High-Median-Low Monthly Rolling Period Analysis in IFA Index Portfolios

High-Low %

Why Diversify Stocks

Why Diversify: MSCI World Index vs S&P 500 Index

Why Diversify International

Roller Coaster

Distributions

Random Walk

Distribution of Monthly Returns in Selected Monthly Rolling Sample Periods

Distribution Monthly

Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios

Histograms of SPIEs

Distribution of Monthly Returns of IFA Index Portfolios

Distribution Monthly

Estimated Distributions

Historical Annual Return of US Stock Market as Measured by CRSP 1-10 Index

Historical Returns

Distribution of Monthly Returns for Fama/French Market Factor Premiums & Others

Premium Distributions

Research

Dimensions of Returns

Performance of Premiums

IFA Client Success

Statistical Significance of Alpha¹ Among 1253² U.S. Mutual Funds

t-Stat of Alpha

Before and After Hiring Returns of Investment Managers

Before & After Hiring

Manager's Performance

Persistence of Outperformance by Actively Managed Funds

Performance Persistence

Style Drifters

Industrial Rotation

Style Drifters: Can You Pick the Next Country Winner?

Country Rotation

Stock Pickers: Can You Pick the Next Winner From These 15* Dow Jones Stocks?

Stock Rotation

Forecast Accuracy

Market Timing

US Market Intra-Year Declines vs. Calendar Year Returns

Intra-Year vs. Year-End

Comparisons

Vanguard vs Dimensional

Vanguard Funds vs. Dimensional Funds in IFA Index Portfolio Allocations

Vanguard vs DFA

Index Comparisons

Positive vs. Negative Returns in IFA Index Portfolios

Pos vs Neg Returns

Compare IFA Index Portfolios: IFA Index Portfolio 5 vs. IFA Index Portfolio 100

Compare Portfolios

The Return Differences of IFA Index Portfolio 100 minus IFA SP 500 Index

IP 100 vs IFA SP 500

Fiduciary Wealth Services

IFA offers customized investment management and portfolio strategies alongside online planning and referral services for a better overall client experience. An experienced IFA Wealth Advisor provides personalized advice to help clients achieve their long-term financial goals.

Financial
Planning

IFA Financial planning utilizing eMoney is robust technology where IFA clients can keep their financial accounts, investments and spending organized in one easy-to-use personal financial management dashboard, and dedicated IFA Wealth Advisors can in turn produce comprehensive and personalized financial plans.

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