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Chart Library(94)

18,172 views

The data provided in charts referring to IFA Index Portfolios or IFA Indexes is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do 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.

chart with heartFavorite Charts (24)

Risk vs. Return MORE >

Multi-Period Returns
1
Multi-Period Returns
Risk Return Scatter Plot
2
Risk Return Scatter Plot
Why Diversify Stocks
3
Why Diversify Stocks
Why Diversify International
4
Why Diversify International
Gold and Silver
5
Gold and Silver
Short-Term Size & Value Differences
6
Short-Term Size & Value Differences

Distribution of Returns MORE >

The Hebner Model
18
The Hebner Model
Daily 30 Day Returns
19
Daily 30 Day Returns
Monthly Returns in Motion
20
Monthly Returns in Motion
Histograms of SPIEs
21
Histograms of SPIEs
Bell Curves of Index Portfolios
22
Bell Curves of Index Portfolios
Bell Curve Comparisons
23
Bell Curve Comparisons

Research MORE >

Fama French Five-Factor Model
28
Fama French Five-Factor Model
Randomness of Size, Value and Profitability Factor Excess Returns
29
Randomness of Size, Value and Profitability Factor Excess Returns
Performance of Premiums
30
Performance of Premiums
Market Volatility is Normal: The Case for Staying Invested
31
Market Volatility is Normal: The Case for Staying Invested
Importance of Staying the Course
32
Importance of Staying the Course
IFA High Profitability Index Portfolios vs IFA Index Portfolios
33
IFA High Profitability Index Portfolios vs IFA Index Portfolios

Comparisons MORE >

Positive vs Negative Returns
76
Positive vs Negative Returns
Dimensional vs Vanguard Funds
77
Dimensional vs Vanguard Funds
MarketCoin Flip
78
MarketCoin Flip
Coins and Markets
79
Coins and Markets
Vanguard vs. Dimensional Portfolios
80
Vanguard vs. Dimensional Portfolios
Decline of Buffett's Alpha
81
Decline of Buffett's Alpha

Market Timing MORE >

Chart Library (94)

Risk vs. Return

Multi-Period Returns
1
Multi-Period Returns
Risk Return Scatter Plot
2
Risk Return Scatter Plot
Why Diversify Stocks
3
Why Diversify Stocks
Why Diversify International
4
Why Diversify International
Gold and Silver
5
Gold and Silver
Short-Term Size & Value Differences
6
Short-Term Size & Value Differences
Roller Coaster
7
Roller Coaster
Monthly Returns Line Chart
8
Monthly Returns Line Chart
High-Low in Dollars
9
High-Low in Dollars
High-Low Ranges
10
High-Low Ranges
Growth of $1, Return and Risk
11
Growth of $1, Return and Risk
Index Portfolios Over Time
12
Index Portfolios Over Time
Index Portfolios Summary Statistics
13
Index Portfolios Summary Statistics
Index Portfolios Sorting
14
Index Portfolios Sorting
Rotation of Returns
15
Rotation of Returns
Time Diversification
16
Time Diversification
Decline of Buffett's Excess Return
17
Decline of Buffett's Excess Return

Distribution of Returns

The Hebner Model
18
The Hebner Model
Daily 30 Day Returns
19
Daily 30 Day Returns
Monthly Returns in Motion
20
Monthly Returns in Motion
Histograms of SPIEs
21
Histograms of SPIEs
Bell Curves of Index Portfolios
22
Bell Curves of Index Portfolios
Bell Curve Comparisons
23
Bell Curve Comparisons
Histogram of US Market Returns
24
Histogram of US Market Returns
Risk Premium Distributions
25
Risk Premium Distributions
Simulated Passive Investors
26
Simulated Passive Investors
Standard Deviation Ranges
27
Standard Deviation Ranges

Research

Fama French Five-Factor Model
28
Fama French Five-Factor Model
Randomness of Size, Value and Profitability Factor Excess Returns
29
Randomness of Size, Value and Profitability Factor Excess Returns
Performance of Premiums
30
Performance of Premiums
Market Volatility is Normal: The Case for Staying Invested
31
Market Volatility is Normal: The Case for Staying Invested
Importance of Staying the Course
32
Importance of Staying the Course
IFA High Profitability Index Portfolios vs IFA Index Portfolios
33
IFA High Profitability Index Portfolios vs IFA Index Portfolios
The Value of Advice
34
The Value of Advice
The Value of Advice - Vanguard Study
35
The Value of Advice - Vanguard Study
Returns and Risks of Large, Mid, and Small Caps
36
Returns and Risks of Large, Mid, and Small Caps
Top 10 Largest Stocks
37
Top 10 Largest Stocks
The Value of an Advisor
38
The Value of an Advisor
S&P 500 Index Average Annualized Returns After Market Highs
39
S&P 500 Index Average Annualized Returns After Market Highs
S&P 500 Index Average Annualized Returns After Market Declines
40
S&P 500 Index Average Annualized Returns After Market Declines
Lack of Stock Picking Skill
41
Lack of Stock Picking Skill
Recovery Time
42
Recovery Time
Integrating Multiple Premiums
43
Integrating Multiple Premiums
Before & After Hiring
44
Before & After Hiring
The Fired Beat the Hired
45
The Fired Beat the Hired
Country Rotation
46
Country Rotation
Performance Persistence
47
Performance Persistence
Style Drifters
48
Style Drifters
Stock Rotation
49
Stock Rotation
Total vs Partial Return Indices
50
Total vs Partial Return Indices
Size Risk Factor for U.S. Equities
51
Size Risk Factor for U.S. Equities
t-Stat of Alpha
52
t-Stat of Alpha
Forecast Accuracy
53
Forecast Accuracy
Industrial Rotation
54
Industrial Rotation
Intra-Year vs. Year-End
55
Intra-Year vs. Year-End
The Dalbar Study
56
The Dalbar Study
Results of Getting In at Different Times
57
Results of Getting In at Different Times
Democrat vs Republican Returns
58
Democrat vs Republican Returns
Missing the Worst Days in Large Caps
59
Missing the Worst Days in Large Caps
Missing the Best Days in Small Caps
60
Missing the Best Days in Small Caps
SPIVA Survivors
61
SPIVA Survivors
Missing the Best Days in Large Caps
62
Missing the Best Days in Large Caps
SPIVA Fixed Income
63
SPIVA Fixed Income
SPIVA - Index Versus Active
64
SPIVA - Index Versus Active
SPIVA - Style Drift
65
SPIVA - Style Drift
SPIVA - International Funds
66
SPIVA - International Funds
Emotions of Active Investors
67
Emotions of Active Investors
Human vs Financial Capital
68
Human vs Financial Capital
Emotions of Passive Investors
69
Emotions of Passive Investors
Riskese
70
Riskese
Epidemics and Returns
71
Epidemics and Returns
t-Stat of the Alpha
72
t-Stat of the Alpha
Times Series Construction
73
Times Series Construction
t-Stat of Data Set
74
t-Stat of Data Set
Dimensions of Returns
75
Dimensions of Returns

Comparisons

Positive vs Negative Returns
76
Positive vs Negative Returns
Dimensional vs Vanguard Funds
77
Dimensional vs Vanguard Funds
MarketCoin Flip
78
MarketCoin Flip
Coins and Markets
79
Coins and Markets
Vanguard vs. Dimensional Portfolios
80
Vanguard vs. Dimensional Portfolios
Decline of Buffett's Alpha
81
Decline of Buffett's Alpha
Growth of $ IFA US Indexes Long Term
82
Growth of $ IFA US Indexes Long Term
Compare Indexes
83
Compare Indexes
Compare Portfolios
84
Compare Portfolios
Growth of $1 in Indexes and Portfolios
85
Growth of $1 in Indexes and Portfolios
IP 100 vs IFA SP 500
86
IP 100 vs IFA SP 500
Dimensional Funds vs Indexes
87
Dimensional Funds vs Indexes
After Sharp Downturns
88
After Sharp Downturns
Small Value vs Large Growth
89
Small Value vs Large Growth
Small vs Large Caps
90
Small vs Large Caps
Value vs Growth
91
Value vs Growth
Market vs T-Bills
92
Market vs T-Bills
Dimensional Funds Compared Primarily to Dimensional Indexes
93
Dimensional Funds Compared Primarily to Dimensional Indexes

Market Timing

Results of Getting In at Different Times
94
Results of Getting In at Different Times
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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do 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.
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