Risk Capacity Survey


Risk Capacity Survey Which Portfolio has the right amount of risk for you? Find out by taking our Risk Capacity Survey.

Portfolio Simulator

After taking the Risk Capacity Survey, test drive your Portfolio with the IFA Portfolio Simulator. You can even enter a custom portfolio with adjustable risk, return, taxes, and fees.

Risk & Return Calculator

Compare the past returns of your current investments to the index portfolio (indexfolio) recommended at the end of your Risk Capacity Survey, the S&P 500 Index, or 15 other IFA indexes.

IFA's Portfolios

 

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WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.)


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