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Chart Library(89)

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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 (24)

Risk vs. Return MORE >

Multi-Period Returns
1
Multi-Period Returns
Risk Return Scatter Plot
2
Risk Return Scatter Plot
Why Diversify Stocks
3
Why Diversify Stocks
Why Diversify International
4
Why Diversify International
Gold and Silver
5
Gold and Silver
Short-Term Size & Value Differences
6
Short-Term Size & Value Differences

Distribution of Returns MORE >

The Hebner Model: News, Price, Risk & Returns
18
The Hebner Model: News, Price, Risk & Returns
Daily 30 Day Returns
19
Daily 30 Day Returns
Monthly Returns in Motion
20
Monthly Returns in Motion
Histograms of SPIEs
21
Histograms of SPIEs
Bell Curves of Index Portfolios
22
Bell Curves of Index Portfolios
Bell Curve Comparisons
23
Bell Curve Comparisons

Research MORE >

Fama French Five-Factor Model
28
Fama French Five-Factor Model
Performance of Premiums
29
Performance of Premiums
Randomness of Size, Value and Profitability Factor Excess Returns
30
Randomness of Size, Value and Profitability Factor Excess Returns
Market Volatility is Normal: The Case for Staying Invested
31
Market Volatility is Normal: The Case for Staying Invested
IFA High Profitability Index Portfolios vs IFA Index Portfolios
32
IFA High Profitability Index Portfolios vs IFA Index Portfolios
Importance of Staying the Course
33
Importance of Staying the Course

Comparisons MORE >

Positive vs Negative Returns
74
Positive vs Negative Returns
Dimensional vs Vanguard Funds
75
Dimensional vs Vanguard Funds
Vanguard vs. Dimensional Portfolios
76
Vanguard vs. Dimensional Portfolios
Growth of $ IFA US Indexes Long Term
77
Growth of $ IFA US Indexes Long Term
Decline of Buffett's Alpha
78
Decline of Buffett's Alpha
Compare Indexes
79
Compare Indexes

Chart Library (89)

Risk vs. Return

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

Distribution of Returns

The Hebner Model: News, Price, Risk & Returns
18
The Hebner Model: News, Price, Risk & Returns
Daily 30 Day Returns
19
Daily 30 Day Returns
Monthly Returns in Motion
20
Monthly Returns in Motion
Histograms of SPIEs
21
Histograms of SPIEs
Bell Curves of Index Portfolios
22
Bell Curves of Index Portfolios
Bell Curve Comparisons
23
Bell Curve Comparisons
Histogram of US Market Returns
24
Histogram of US Market Returns
Risk Premium Distributions
25
Risk Premium Distributions
Simulated Passive Investors
26
Simulated Passive Investors
Standard Deviation Ranges
27
Standard Deviation Ranges

Research

Fama French Five-Factor Model
28
Fama French Five-Factor Model
Performance of Premiums
29
Performance of Premiums
Randomness of Size, Value and Profitability Factor Excess Returns
30
Randomness of Size, Value and Profitability Factor Excess Returns
Market Volatility is Normal: The Case for Staying Invested
31
Market Volatility is Normal: The Case for Staying Invested
IFA High Profitability Index Portfolios vs IFA Index Portfolios
32
IFA High Profitability Index Portfolios vs IFA Index Portfolios
Importance of Staying the Course
33
Importance of Staying the Course
The Value of Advice
34
The Value of Advice
Returns and Risks of Large, Mid, and Small Caps
35
Returns and Risks of Large, Mid, and Small Caps
The Value of Advice - Vanguard Study
36
The Value of Advice - Vanguard Study
The Value of an Advisor
37
The Value of an Advisor
Top 10 Largest Stocks
38
Top 10 Largest Stocks
S&P 500 Index Average Annualized Compound Returns
39
S&P 500 Index Average Annualized Compound Returns
Lack of Stock Picking Skill
40
Lack of Stock Picking Skill
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
Size Risk Factor for U.S. Equities
51
Size Risk Factor for U.S. Equities
Forecast Accuracy
52
Forecast Accuracy
Industrial Rotation
53
Industrial Rotation
Intra-Year vs. Year-End
54
Intra-Year vs. Year-End
The Dalbar Study
55
The Dalbar Study
Democrat vs Republican Returns
56
Democrat vs Republican Returns
Missing the Worst Days in Large Caps
57
Missing the Worst Days in Large Caps
Missing the Best Days in Small Caps
58
Missing the Best Days in Small Caps
SPIVA Survivors
59
SPIVA Survivors
Missing the Best Days in Large Caps
60
Missing the Best Days in Large Caps
SPIVA Fixed Income
61
SPIVA Fixed Income
SPIVA - Index Versus Active
62
SPIVA - Index Versus Active
SPIVA - Style Drift
63
SPIVA - Style Drift
SPIVA - International Funds
64
SPIVA - International Funds
Human vs Financial Capital
65
Human vs Financial Capital
Epidemics and Returns
66
Epidemics and Returns
Emotions of Active Investors
67
Emotions of Active Investors
Emotions of Passive Investors
68
Emotions of Passive Investors
Times Series Construction
69
Times Series Construction
Riskese
70
Riskese
t-Stat of the Alpha
71
t-Stat of the Alpha
t-Stat of Data Set
72
t-Stat of Data Set
Dimensions of Returns
73
Dimensions of Returns

Comparisons

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