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Chart Library(83)

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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 (38)

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
The Value of Advice - Vanguard Study
30
The Value of Advice - Vanguard Study
The Value of Advice
31
The Value of Advice
The Value of an Advisor
32
The Value of an Advisor
Top 10 Largest Stocks
33
Top 10 Largest Stocks
S&P 500 Index Average Annualized Compound Returns
34
S&P 500 Index Average Annualized Compound Returns
Lack of Stock Picking Skill
35
Lack of Stock Picking Skill
Recovery Time
36
Recovery Time
Integrating Multiple Premiums
37
Integrating Multiple Premiums
Before & After Hiring
38
Before & After Hiring
The Fired Beat the Hired
39
The Fired Beat the Hired
Country Rotation
40
Country Rotation
Performance Persistence
41
Performance Persistence
Style Drifters
42
Style Drifters

Comparisons

Positive vs Negative Returns
68
Positive vs Negative Returns
Dimensional vs Vanguard Funds
69
Dimensional vs Vanguard Funds
Vanguard vs. Dimensional Portfolios
70
Vanguard vs. Dimensional Portfolios
Growth of $ IFA US Indexes Long Term
71
Growth of $ IFA US Indexes Long Term
Decline of Buffett's Alpha
72
Decline of Buffett's Alpha
Compare Indexes
73
Compare Indexes
Compare Portfolios
74
Compare Portfolios

Chart Library (83)

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
The Value of Advice - Vanguard Study
30
The Value of Advice - Vanguard Study
The Value of Advice
31
The Value of Advice
The Value of an Advisor
32
The Value of an Advisor
Top 10 Largest Stocks
33
Top 10 Largest Stocks
S&P 500 Index Average Annualized Compound Returns
34
S&P 500 Index Average Annualized Compound Returns
Lack of Stock Picking Skill
35
Lack of Stock Picking Skill
Recovery Time
36
Recovery Time
Integrating Multiple Premiums
37
Integrating Multiple Premiums
Before & After Hiring
38
Before & After Hiring
The Fired Beat the Hired
39
The Fired Beat the Hired
Country Rotation
40
Country Rotation
Performance Persistence
41
Performance Persistence
Style Drifters
42
Style Drifters
Stock Rotation
43
Stock Rotation
Total vs Partial Return Indices
44
Total vs Partial Return Indices
The Dalbar Study
45
The Dalbar Study
t-Stat of Alpha
46
t-Stat of Alpha
Industrial Rotation
47
Industrial Rotation
Forecast Accuracy
48
Forecast Accuracy
Intra-Year vs. Year-End
49
Intra-Year vs. Year-End
Democrat vs Republican Returns
50
Democrat vs Republican Returns
Missing the Best Days in Large Caps
51
Missing the Best Days in Large Caps
Missing the Worst Days in Large Caps
52
Missing the Worst Days in Large Caps
Missing the Best Days in Small Caps
53
Missing the Best Days in Small Caps
SPIVA Survivors
54
SPIVA Survivors
SPIVA Fixed Income
55
SPIVA Fixed Income
SPIVA - Index Versus Active
56
SPIVA - Index Versus Active
SPIVA - Style Drift
57
SPIVA - Style Drift
SPIVA - International Funds
58
SPIVA - International Funds
Human vs Financial Capital
59
Human vs Financial Capital
Epidemics and Returns
60
Epidemics and Returns
Emotions of Active Investors
61
Emotions of Active Investors
Emotions of Passive Investors
62
Emotions of Passive Investors
Times Series Construction
63
Times Series Construction
Riskese
64
Riskese
t-Stat of the Alpha
65
t-Stat of the Alpha
t-Stat of Data Set
66
t-Stat of Data Set
Dimensions of Returns
67
Dimensions of Returns

Comparisons

Positive vs Negative Returns
68
Positive vs Negative Returns
Dimensional vs Vanguard Funds
69
Dimensional vs Vanguard Funds
Vanguard vs. Dimensional Portfolios
70
Vanguard vs. Dimensional Portfolios
Growth of $ IFA US Indexes Long Term
71
Growth of $ IFA US Indexes Long Term
Decline of Buffett's Alpha
72
Decline of Buffett's Alpha
Compare Indexes
73
Compare Indexes
Compare Portfolios
74
Compare Portfolios
Growth of $1 in Indexes and Portfolios
75
Growth of $1 in Indexes and Portfolios
IP 100 vs IFA SP 500
76
IP 100 vs IFA SP 500
Dimensional Funds vs Indexes
77
Dimensional Funds vs Indexes
After Sharp Downturns
78
After Sharp Downturns
Small Value vs Large Growth
79
Small Value vs Large Growth
Small vs Large Caps
80
Small vs Large Caps
Value vs Growth
81
Value vs Growth
Market vs T-Bills
82
Market vs T-Bills
Dimensional Funds Compared Primarily to Dimensional Indexes
83
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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