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Chart Library(93)

19,998 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 Retun: 3 Index Portfolio Options
3
Risk Retun: 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
IFA High Profitability Index Portfolios vs IFA Index Portfolios
34
IFA High Profitability Index Portfolios vs IFA Index Portfolios

Comparisons MORE >

Positive vs Negative Returns
73
Positive vs Negative Returns
Dimensional vs Vanguard Funds
74
Dimensional vs Vanguard Funds
MarketCoin Flip
75
MarketCoin Flip
Coins and Markets - 1 Coin
76
Coins and Markets - 1 Coin
Coins and Markets - 2 Coins
77
Coins and Markets - 2 Coins
Coins and Markets - 3 Coins
78
Coins and Markets - 3 Coins

Market Timing MORE >

Results of Getting In at Different Times
93
Results of Getting In at Different Times

Chart Library (93)

Risk vs. Return

Multi-Period Returns
1
Multi-Period Returns
Risk Return Scatter Plot
2
Risk Return Scatter Plot
Risk Retun: 3 Index Portfolio Options
3
Risk Retun: 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
IFA High Profitability Index Portfolios vs IFA Index Portfolios
34
IFA High Profitability Index Portfolios vs IFA Index Portfolios
The Value of Advice
35
The Value of Advice
The Value of Advice - Vanguard Study
36
The Value of Advice - Vanguard Study
Returns and Risks of Large, Mid, and Small Caps
37
Returns and Risks of Large, Mid, and Small Caps
Top 10 Largest Stocks
38
Top 10 Largest Stocks
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
Recovery Time
41
Recovery Time
Integrating Multiple Premiums
42
Integrating Multiple Premiums
Before & After Hiring
43
Before & After Hiring
The Fired Beat the Hired
44
The Fired Beat the Hired
Country Rotation
45
Country Rotation
Performance Persistence
46
Performance Persistence
Style Drifters
47
Style Drifters
Stock Rotation
48
Stock Rotation
Total vs Partial Return Indices
49
Total vs Partial Return Indices
t-Stat of Alpha
50
t-Stat of Alpha
Forecast Accuracy
51
Forecast Accuracy
Industrial Rotation
52
Industrial Rotation
Intra-Year vs. Year-End
53
Intra-Year vs. Year-End
The Dalbar Study
54
The Dalbar Study
Results of Getting In at Different Times
55
Results of Getting In at Different Times
Democrat vs Republican Returns
56
Democrat vs Republican Returns
Missing the Worst Days in Large Caps
57
Missing the Worst Days in Large Caps
SPIVA Survivors
58
SPIVA Survivors
Missing the Best Days in Large Caps
59
Missing the Best Days in Large Caps
SPIVA Fixed Income
60
SPIVA Fixed Income
SPIVA - Index Versus Active
61
SPIVA - Index Versus Active
SPIVA - Style Drift
62
SPIVA - Style Drift
SPIVA - International Funds
63
SPIVA - International Funds
Emotions of Active Investors
64
Emotions of Active Investors
Human vs Financial Capital
65
Human vs Financial Capital
Emotions of Passive Investors
66
Emotions of Passive Investors
Riskese
67
Riskese
Epidemics and Returns
68
Epidemics and Returns
t-Stat of the Alpha
69
t-Stat of the Alpha
Times Series Construction
70
Times Series Construction
t-Stat of Data Set
71
t-Stat of Data Set
Dimensions of Returns
72
Dimensions of Returns

Comparisons

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

Market Timing

Results of Getting In at Different Times
93
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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