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Chart Library(94)

21,302 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 (25)

Risk vs. Return MORE >

Multi-Period Returns
1
Multi-Period Returns
Risk Return Scatter Plot
2
Risk Return Scatter Plot
Risk Return: 3 Index Portfolio Options
3
Risk Return: 3 Index Portfolio Options
Why Diversify Stocks
4
Why Diversify Stocks
Why Diversify International
5
Why Diversify International
Gold and Silver
6
Gold and Silver

Distribution of Returns MORE >

The Hebner Model
19
The Hebner Model
Daily 30 Day Returns
20
Daily 30 Day Returns
Monthly Returns in Motion
21
Monthly Returns in Motion
Histograms of SPIEs
22
Histograms of SPIEs
Bell Curves of Index Portfolios
23
Bell Curves of Index Portfolios
Bell Curve Comparisons
24
Bell Curve Comparisons

Research MORE >

Fama French Five-Factor Model
29
Fama French Five-Factor Model
Randomness of Size, Value and Profitability Factor Excess Returns
30
Randomness of Size, Value and Profitability Factor Excess Returns
Performance of Premiums
31
Performance of Premiums
Market Volatility is Normal: The Case for Staying Invested
32
Market Volatility is Normal: The Case for Staying Invested
Importance of Staying the Course
33
Importance of Staying the Course
The Value of Advice
34
The Value of Advice

Comparisons MORE >

Positive vs Negative Returns
72
Positive vs Negative Returns
Dimensional vs Vanguard Funds
73
Dimensional vs Vanguard Funds
Comparison of Index Portfolio Return Calculations
74
Comparison of Index Portfolio Return Calculations
Markov Chain Analysis of Coins and Market Data
75
Markov Chain Analysis of Coins and Market Data
Coins and Markets - 2 Coins
76
Coins and Markets - 2 Coins
Coins and Markets - 1 Coin
77
Coins and Markets - 1 Coin

Market Timing MORE >

Results of Getting In at Different Times
94
Results of Getting In at Different Times

Chart Library (94)

Risk vs. Return

Multi-Period Returns
1
Multi-Period Returns
Risk Return Scatter Plot
2
Risk Return Scatter Plot
Risk Return: 3 Index Portfolio Options
3
Risk Return: 3 Index Portfolio Options
Why Diversify Stocks
4
Why Diversify Stocks
Why Diversify International
5
Why Diversify International
Gold and Silver
6
Gold and Silver
Short-Term Size & Value Differences
7
Short-Term Size & Value Differences
Roller Coaster
8
Roller Coaster
Monthly Returns Line Chart
9
Monthly Returns Line Chart
High-Low in Dollars
10
High-Low in Dollars
High-Low Ranges
11
High-Low Ranges
Growth of $1, Return and Risk
12
Growth of $1, Return and Risk
Index Portfolios Over Time
13
Index Portfolios Over Time
Index Portfolios Summary Statistics
14
Index Portfolios Summary Statistics
Index Portfolios Sorting
15
Index Portfolios Sorting
Rotation of Returns
16
Rotation of Returns
Time Diversification
17
Time Diversification
Decline of Buffett's Excess Return
18
Decline of Buffett's Excess Return

Distribution of Returns

The Hebner Model
19
The Hebner Model
Daily 30 Day Returns
20
Daily 30 Day Returns
Monthly Returns in Motion
21
Monthly Returns in Motion
Histograms of SPIEs
22
Histograms of SPIEs
Bell Curves of Index Portfolios
23
Bell Curves of Index Portfolios
Bell Curve Comparisons
24
Bell Curve Comparisons
Histogram of US Market Returns
25
Histogram of US Market Returns
Risk Premium Distributions
26
Risk Premium Distributions
Simulated Passive Investors
27
Simulated Passive Investors
Standard Deviation Ranges
28
Standard Deviation Ranges

Research

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

Comparisons

Positive vs Negative Returns
72
Positive vs Negative Returns
Dimensional vs Vanguard Funds
73
Dimensional vs Vanguard Funds
Comparison of Index Portfolio Return Calculations
74
Comparison of Index Portfolio Return Calculations
Markov Chain Analysis of Coins and Market Data
75
Markov Chain Analysis of Coins and Market Data
Coins and Markets - 2 Coins
76
Coins and Markets - 2 Coins
Coins and Markets - 1 Coin
77
Coins and Markets - 1 Coin
Coins and Markets - 3 Coins
78
Coins and Markets - 3 Coins
MarketCoin Flip
79
MarketCoin Flip
Decline of Buffett's Alpha
80
Decline of Buffett's Alpha
Vanguard vs. Dimensional Portfolios
81
Vanguard vs. Dimensional Portfolios
Compare Indexes
82
Compare Indexes
Growth of $1 in Indexes and Portfolios
83
Growth of $1 in Indexes and Portfolios
Growth of $ IFA US Indexes Long Term
84
Growth of $ IFA US Indexes Long Term
Compare Portfolios
85
Compare Portfolios
IP 100 vs IFA SP 500
86
IP 100 vs IFA SP 500
Small Value vs Large Growth
87
Small Value vs Large Growth
Small vs Large Caps
88
Small vs Large Caps
Dimensional Funds vs Indexes
89
Dimensional Funds vs Indexes
After Sharp Downturns
90
After Sharp Downturns
Dimensional Funds Compared Primarily to Dimensional Indexes
91
Dimensional Funds Compared Primarily to Dimensional Indexes
Value vs Growth
92
Value vs Growth
Market vs T-Bills
93
Market vs T-Bills

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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