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80.83 Years (970 months) of 20 Indexfolios™ and 22 IFA Indexes
40,740 Monthly Returns - A Worldwide Exclusive - Only at IFA.
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. The index portfolio recommended at the end of your survey
would be an approximate benchmark of your returns. Your risk capacity survey results
should be reviewed by an index funds advisor. If you have data on a month to month
time period where you had no cash inflows or outflows, you can compare the annual
returns, standard deviations and ending dollar values of your investments to a risk-appropriate
indexfolio over a similar time period by filling in the data below. If you have
access to other index (ETF or mutual fund) or actively managed fund data, you can
compare those to the IFA indexes. Twenty years is the minimum period for meaningful
comparisons.
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Results for * | | Annualized Return: | N/A* | | Annualized Standard Deviation: | N/A* | | Growth of $0.00: | $0.00 | | Total Return: | 0.00% | | Time Period: | 0 year(s) and
0 month(s) | | Index Values**** for , as of:: | | Start Date: | 0.00 | | End Date: | 0.00 |
NOTE: *When IFA Indexes are shown in Index Portfolios (Indexfolios), all returns
data reflects a deduction of 0.9% annual investment advisory fee, which is the maximum
IFA fee. Your fee may be less depending on assets under management at IFA. Unless
indicated otherwise, data shown for each individual IFA Index is shown without a
deduction of the IFA advisory fee. We choose this method because the creation, choice,
monitoring and rebalancing of diversified index portfolios are the services of the
independent investment advisor and at that point the fees are appropriate to deduct
from the whole portfolio returns. Since we accept no fees from investment product
firms, IFA compares index funds based on net asset value returns, which are net
of the mutual fund company expense ratios only.
The annualized standard deviation number is presented as an approximation by multiplying
the monthly standard deviation by the square root of twelve (3.464), the number
of periods in a year. Note that the standard deviation computed from annual data
may differ materially from this estimate. Returns of the twenty IFA index portfolios
are shown net of IFA and DFA fees, and returns of the fifteen IFA indexes are shown
net of DFA fees only. IFA Indexes have been constucted net of typical mutual fund
fees. Backtested performance is hypothetical (it does not reflect trading in actual
accounts) and is provided for informational purposes to indicate historical performance
had the index portfolios been available over the relevant period. IFA did not offer
the index portfolios until November 1999. Index data based on starting value of
one, as of Jan 1, 1927.
**After-tax returns are net of federal taxes only. Where possible, the after-tax
returns of the five tax-managed DFA mutual funds that IFA uses are shown. For periods
prior to the existence of the tax-managed funds, the after-tax returns of the fifteen
DFA mutual funds that IFA uses are shown. For periods prior to the existence of
the DFA mutual funds, the pre-tax returns of the IFA indexes with an estimated adjustment
for the impact of taxes are used.
***Withdrawls are assumed to occur monthly at the end of each month.
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