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Chart Library(88)

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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 (44)

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

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

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
IFA High Profitability Index Portfolios vs IFA Index Portfolios
31
IFA High Profitability Index Portfolios vs IFA Index Portfolios
Returns and Risks of Large, Mid, and Small Caps
32
Returns and Risks of Large, Mid, and Small Caps
The Value of Advice
33
The Value of Advice
The Value of Advice - Vanguard Study
34
The Value of Advice - Vanguard Study
The Value of an Advisor
35
The Value of an Advisor
Top 10 Largest Stocks
36
Top 10 Largest Stocks
S&P 500 Index Average Annualized Compound Returns
37
S&P 500 Index Average Annualized Compound Returns
Lack of Stock Picking Skill
38
Lack of Stock Picking Skill
Recovery Time
39
Recovery Time
Integrating Multiple Premiums
40
Integrating Multiple Premiums
Before & After Hiring
41
Before & After Hiring
The Fired Beat the Hired
42
The Fired Beat the Hired
Country Rotation
43
Country Rotation
Performance Persistence
44
Performance Persistence
Style Drifters
45
Style Drifters
Stock Rotation
46
Stock Rotation
Total vs Partial Return Indices
47
Total vs Partial Return Indices
Size Risk Factor for U.S. Equities
48
Size Risk Factor for U.S. Equities

Comparisons

Positive vs Negative Returns
73
Positive vs Negative Returns
Dimensional vs Vanguard Funds
74
Dimensional vs Vanguard Funds
Vanguard vs. Dimensional Portfolios
75
Vanguard vs. Dimensional Portfolios
Growth of $ IFA US Indexes Long Term
76
Growth of $ IFA US Indexes Long Term
Decline of Buffett's Alpha
77
Decline of Buffett's Alpha
Compare Indexes
78
Compare Indexes
Compare Portfolios
79
Compare Portfolios

Chart Library (88)

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
IFA High Profitability Index Portfolios vs IFA Index Portfolios
31
IFA High Profitability Index Portfolios vs IFA Index Portfolios
Returns and Risks of Large, Mid, and Small Caps
32
Returns and Risks of Large, Mid, and Small Caps
The Value of Advice
33
The Value of Advice
The Value of Advice - Vanguard Study
34
The Value of Advice - Vanguard Study
The Value of an Advisor
35
The Value of an Advisor
Top 10 Largest Stocks
36
Top 10 Largest Stocks
S&P 500 Index Average Annualized Compound Returns
37
S&P 500 Index Average Annualized Compound Returns
Lack of Stock Picking Skill
38
Lack of Stock Picking Skill
Recovery Time
39
Recovery Time
Integrating Multiple Premiums
40
Integrating Multiple Premiums
Before & After Hiring
41
Before & After Hiring
The Fired Beat the Hired
42
The Fired Beat the Hired
Country Rotation
43
Country Rotation
Performance Persistence
44
Performance Persistence
Style Drifters
45
Style Drifters
Stock Rotation
46
Stock Rotation
Total vs Partial Return Indices
47
Total vs Partial Return Indices
Size Risk Factor for U.S. Equities
48
Size Risk Factor for U.S. Equities
Persist While Others Quit to Fixed Income
49
Persist While Others Quit to Fixed Income
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
Democrat vs Republican Returns
55
Democrat vs Republican Returns
Missing the Worst Days in Large Caps
56
Missing the Worst Days in Large Caps
Missing the Best Days in Small Caps
57
Missing the Best Days in Small 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
Human vs Financial Capital
64
Human vs Financial Capital
Epidemics and Returns
65
Epidemics and Returns
Emotions of Active Investors
66
Emotions of Active Investors
Emotions of Passive Investors
67
Emotions of Passive Investors
Times Series Construction
68
Times Series Construction
Riskese
69
Riskese
t-Stat of the Alpha
70
t-Stat of the Alpha
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
Vanguard vs. Dimensional Portfolios
75
Vanguard vs. Dimensional Portfolios
Growth of $ IFA US Indexes Long Term
76
Growth of $ IFA US Indexes Long Term
Decline of Buffett's Alpha
77
Decline of Buffett's Alpha
Compare Indexes
78
Compare Indexes
Compare Portfolios
79
Compare Portfolios
Growth of $1 in Indexes and Portfolios
80
Growth of $1 in Indexes and Portfolios
IP 100 vs IFA SP 500
81
IP 100 vs IFA SP 500
Dimensional Funds vs Indexes
82
Dimensional Funds vs Indexes
After Sharp Downturns
83
After Sharp Downturns
Small Value vs Large Growth
84
Small Value vs Large Growth
Small vs Large Caps
85
Small vs Large Caps
Value vs Growth
86
Value vs Growth
Market vs T-Bills
87
Market vs T-Bills
Dimensional Funds Compared Primarily to Dimensional Indexes
88
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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