2025 Q1 Market Review: Town Hall Edition

Mark Hebner and Wes Long talk to Apollo Lupescu about various topics in a town hall format in this 2025 Q1 Market Review.

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Note: Charts referenced in this video are linked below and can also be found in IFA's Chart Library on our website. Many of these charts feature interactive tools, allowing adjustments for date ranges, portfolio allocations, and other variables. Such changes may result in outcomes that differ from those presented in the video. 

The Random Walk of Monthly Market Returns

Year To Date Returns for IFA Index Portfolios and Indexes

Fama French Five-Factor Model

Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes

Size and Value Differences in Funds and Indexes

Importance of Staying the Course

The Return Differences of US Small Value Index minus US Large Growth Index

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DISCLOSURES:

Apollo Lupescu appears by permission of Dimensional Fund Advisors LLP, and his opinions do not necessarily reflect those of Index Fund Advisors, Inc. Dimensional Fund Advisors LP is a registered investment advisor with the Securities and Exchange Commission. Opinions expressed by participants are their own as of the date of recording and do not necessarily reflect the views of Index Fund Advisors, Inc. All opinions are subject to change without notice.

Investing involves risks, including potential loss of principal. The value of an investment portfolio may fluctuate, and there is no guarantee that any strategy or investment will be successful. Past performance or the use of an advisor does not guarantee future results.

Hypothetical back-tested performance is provided for illustrative purposes only. It does not represent the actual performance of any client portfolio and should not be interpreted as an indicator of past or future results. Please refer to our disclosures on hypothetical back-tested performance at ifabt.com.

The information in this video is provided in good faith but is not guaranteed for accuracy or completeness. It is for informational purposes only and does not constitute investment advice, a recommendation, or an offer of any product or service. No investment decision should be based solely on the content of these videos.

Third-party information is provided for informational purposes only and is not endorsed or guaranteed by IFA. Please pause the video to fully read the important disclosures at the end of the presentation.