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Featured Charts

IFA's extensive collection of charts presents a wealth of data supporting the benefits of investing with IFA.

Risk vs. Return
1
Year To Date Returns for IFA Index Portfolios and Indexes
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Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes
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Why Diversify? Stocks vs IFA Indexes and Index Portfolios
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Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes
Distributions
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The Random Walk of Market Returns¹
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Distribution of Monthly Returns in Selected Monthly Rolling Sample Periods
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Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios
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Distribution of Monthly Returns of IFA Index Portfolios
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Estimated Distributions of IFA Index Portfolios
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Historical Annual Return of US Stock Market
Research
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Dimensions of Returns
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IFA Client Success at Capturing Benchmark Index Returns
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Statistical Significance of Alpha¹ Among 1101² U.S. Mutual Funds
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Before and After Hiring Returns of Investment Managers
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Managers Performance Before and After Hiring or Firing
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Stock Picking Skill Statistically Indistinguishable from Zero
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Style Drifters: Can You Pick the Next Asset Class Winner?
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Style Drifters: Can You Pick the Next Industrial Sector Winner?
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Style Drifters: Can You Pick the Next Country Winner?
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Stock Pickers: Can You Pick the Next Winner From These 19* Dow Jones Stocks?
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Forecast Accuracy: 74% Required to Beat the Market
Comparisons
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Vanguard vs Dimensional Fund Advisors
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Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios
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Index Comparisons
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Positive vs. Negative Returns in IFA Index Portfolios
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IFA Index Portfolios:  IFA Index Portfolio 5 vs. IFA Index Portfolio 100
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Prediction
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Prediction
More Charts

A Deeper Look

In this ongoing series, IFA takes a deep dive into the performance of mutual fund companies.

Click to read each analysis.

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.

Robust Financial
Planning

IFA Financial planning utilizing eMoney or MoneyGuidePro 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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Newly Updated IFA iOS App

The IFA app is an educational resource for investors. Gain access to over 1,600 articles and 440 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:

  • Access IFA Index Portfolio historical risk and return data
  • Read and share evidence based investing articles and videos
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