Index Fund Advisors, Inc Logo Since 1999
MENU
MENU
Home
Schedule a Meeting
Risk Capacity Assessment
Wealth Management
Retirement Plans
Institutional
Taxes
Financial Calculators
CALCULATORS
IFA Index Calculator
Retirement Calculator
Target Date Calculator
Retirement Income
College Planning
T-Statistic Calculator
401(k) Calculator
Net Worth
Net Income
Roth IRA Conversion
Fee Calculator
Multi Funds Calculator
Open an AccountIFA App
Search
Contact
Login
Videos
VIDEOS
Video Library
Documentary Films:
Tune Out the Noise
Index Funds: The Movie
Investing: The EvidenceInterviews & Presentations:David BoothMark HebnerEugene FamaKenneth FrenchHarry MarkowitzGerard O'ReillyWeston WellingtonScott BosworthApollo Lupescu
Articles
Charts
Investor Education
Investor Education
Introduction
Step 1: Active Investors
Step 2: Nobel Laureates
Step 3: Stock Pickers
Step 4: Time Pickers
Step 5: Manager Pickers
Step 6: Style Drifters
Step 7: Silent Partners
Step 8: Riskese
Step 9: History
Step 10: Risk Capacity
Step 11: Risk Exposure
Step 12: Invest and Relax
Appendix
Index Portfolios
INDEX PORTFOLIOS
IFA Index Portfolio 100
IFA Index Portfolio 95
IFA Index Portfolio 90
IFA Index Portfolio 85
IFA Index Portfolio 80
IFA Index Portfolio 75
IFA Index Portfolio 70
IFA Index Portfolio 65
IFA Index Portfolio 60
IFA Index Portfolio 55
IFA Index Portfolio 50
IFA Index Portfolio 45
IFA Index Portfolio 40
IFA Index Portfolio 35
IFA Index Portfolio 30
IFA Index Portfolio 25
IFA Index Portfolio 20
IFA Index Portfolio 15
IFA Index Portfolio 10
IFA Index Portfolio 5
Sustainable Portfolios
Portfolio Overview
Risk & Return
Matching People with Portfolios
Fund Options
Resources
RESOURCES
Estate Planning Attorneys
Index Funds Book
IFA Art Gallery
Book Library
Academic Papers
Quotes
Mobile App
Icon Library
IFA MarketCoins
About Us
RESOURCES
OverviewValue of IFAWealth AdvisorsClient Service SpecialistsManagementTaxes DepartmentFinancial Planning DepartmentInvestment PrinciplesOur Fiduciary RoleFeesCareers
Store
Galton Board
Petition
Back-testing Disclosures
Index Descriptions
Glossary
Form CRS
Risk Capacity SurveyRisk Capacity
AssessmentPerson talking about money iconWealth ManagementPiggy bank iconRetirement PlansSkyscrapers iconInstitutionalTax form iconTaxes
Financial CalculatorsFinancial Calculators ▾
Briefcase iconOpen an AccountAdvisor iconSchedule a Meetingapp iconIFA App
888-643-3133
Contact Us
VideosVideos ▾
article iconArticleschart iconCharts
pie chart iconInvestor Education ▾
pie chart iconIndex
Portfolios ▾
Fund Options iconFund
Options
ResourcesResources▾
About UsAbout Us ▾
shopping bag iconStoregalton board iconGalton
Boardclipboard iconPetitionDisclosures iconBack-testing Disclosuresinfo iconIndex Descriptionsglossary iconGlossaryform-crs iconForm CRS
Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC
Pie Chart IconPortfolios OverviewReturns MatrixTop Ten HoldingsIndex CalculatorCapitalism, Inc.

Top Ten Holdings for IFA Indexes

Overview
Risk and Return Data
1
Risk and Return Data
SPIEs
2
SPIEs
Year To Date Returns
3
Year To Date Returns
Risk Return Scatter Plot
4
Risk Return Scatter Plot
Why Diversify? Stocks
5
Why Diversify? Stocks
Histograms of Simulated Experiences
6
Histograms of Simulated Experiences
Monthly Rolling Periods
7
Monthly Rolling Periods
Distribution of Monthly Returns
8
Distribution of Monthly Returns
Positive vs. Negative Returns
9
Positive vs. Negative Returns
High-Median-Low %
10
High-Median-Low %
Index Comparisons
11
Index Comparisons
Index Portfolio Comparisons
12
Index Portfolio Comparisons
Roller Coaster of Risk and Returns
13
Roller Coaster of Risk and Returns
Style Drifters: Asset Classes
14
Style Drifters: Asset Classes
Stock Pickers: Dow Stocks
15
Stock Pickers: Dow Stocks
Style Drifters: Countries
16
Style Drifters: Countries
Risk Return Matrix
Risk Return Matrix
Top Ten Holdings
Top Ten Holdings
IFA Index Calculator
IFA Index Calculator
Capitalism, Inc.
Capitalism, Inc.
IFA iconHometax form iconTaxespeople iconAbout UsCall Us888-643-3133smart phone iconContact Us
Newsletter SubscribeNewsletter Subscribe
eMoney logo iconeMoneyapp store iconIFA AppsKindle logo iconIndex Funds Book on KindleAudible logo iconIndex Funds Audiobookbusiness person iconCareersFacebook logo iconFacebookTwitter / XXLinkedIn iconLinkedInInstagram iconInstagramvideo playing icon VideosYoutube iconYoutubeGlossary iconGlossaryTerms document iconTermslegal paper iconDisclosuresinfo iconIndex Descriptionsform-crs iconForm CRS
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.
© 1999-2025 Index Fund Advisors, Inc. All Rights Reserved | 19200 Von Karman Ave. Suite 150 Irvine, CA 92612 | 888-643-3133