Risk vs. Return
1
Multi-Period Returns
2
Risk Return Scatter Plot
3
High-Low $
4
Why Diversify Stocks
5
Gold and Silver vs. IFA Index Portfolios and IFA Indexes
6
Why Diversify International
7
Roller Coaster
8
Monthly Returns of IFA Index Portfolios
9
High-Low %
10
Risk and Reward of IFA Indexes
11
Risk and Return of 20 IFA Index Portfolios and IFA SP 500 Index
12
Annual Returns of 20 IFA Index Portfolios and IFA SP 500 Index Since 1928
13
Annual Returns of 15 IFA Indexes
14
Index Portfolio Risk and Return Data
15
The 2010s: Risk and Return of IFA Indexes
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The 2000s: Risk and Return of IFA Indexes
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The 1990s: Risk and Return of IFA Indexes
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The 1980s: Risk and Return of IFA Indexes
19
The 1970s: Risk and Return of IFA Indexes
20
Five Decades: Risk and Return of IFA Indexes
21
IFA California Muni Index Portfolios vs. Pre/Post-Federal Taxes IFA Index Portfolios
22
IFA New York Muni Index Portfolios vs. Pre/Post-Federal Taxes IFA Index Portfolios
23
Time Diversification of IFA Index Portfolios
24
Fortune Magazine's Most Admired Companies from 2001 and IFA Index Portfolios
25
The Decline of Warren Buffett's Alpha
Research
36
Dimensions of Returns
37
Performance of Premiums
38
IFA Client Success
39
Performance Persistence
40
t-Stat of Alpha
41
Before & After Hiring
42
Style Drifters
43
Manager's Performance
44
Style Drifters Across Decades
45
Industrial Rotation
46
Country Rotation
47
Stock Rotation
48
Forecast Accuracy
49
Intra-Year vs. Year-End
50
Significance of Alpha of US Based Principal Funds with 10 Yrs of Data*
51
Significance of Alpha of US Based Legg Mason Mutual Funds with 10 Yrs of Data*
52
Market Timing Large Caps: Missing the Best Days
53
Market Timing Small-Caps: Missing The Best Days
54
SPIVA 2020: Active Funds vs. Their Benchmarks: U.S. Equity
55
Market Timing: Growth of $1,000 in the IFA SP 500 Index
56
SPIVA 2020: Active Funds vs. Their Benchmarks: International Equity
57
SPIVA 2020: Active Funds vs. Their Benchmarks: Fixed Income
58
SPIVA 2019: Survivorship: Major Equity Classes
59
SPIVA 2019: Style Consistency: Major Equity Classes
60
The Value of Human and Financial Capital in IFA Index Portfolios
61
The Dalbar Study 2019
62
U.S. Equity Returns Following Sharp Downturns
63
Average Total Returns after Downturns: Fama/French Total US Market Research Index
64
Epidemics and Stock Market Performance
65
How Many of Top 100 Funds Remain in the Top 100 the Following Year?
66
Change in Net Asset Flow by Broad Asset Class
67
Emotions of Active Investors
68
Breakdown of Vanguard Advisor's Alpha
69
Riskese: The Language of Risk
70
Emotions of Passive Investors
71
Institutional Equity Managers that Underperformed their Benchmark over 10 Yrs
72
Time Series Construction of the IFA Indexes
73
How to Calculate a t-statistic for Any Data Set
74
Number of Years Needed for a Statistically Significant Alpha
Comparisons
75
Vanguard vs DFA - Select Mutual Fund Comparisons
76
Vanguard vs DFA in IFA Index Portfolio Allocations
77
The Decline of Warren Buffett's Alpha
78
Index Comparisons
79
Pos vs Neg Returns
80
Compare Portfolios
81
IP 100 vs IFA SP 500
82
Growth of a Dollar for IFA Indexes Over Selected Periods (Log Scale)
83
The Return Differences of US Small Value Index minus US Large Growth Index
84
The Return Differences of US Small Cap Stocks minus US Large Cap Stocks
85
The Return Difference of US Value Stocks minus US Growth Stocks
86
The Return Differences of Total US Market minus 30-day T-Bill
87
NACUBO Endowments vs. Comparable Allocations of the IFA Index Portfolios
88
Correlation of Dimensional Funds to Dimensional Indexes
89
Multi-Factor Regressions of Dimensional Funds vs Dimensional Indexes
90
Dimensional Mutual Fund Portfolios vs Dimensional Index Portfolios
91
Dimensional Funds vs. Dimensional Indexes