DFA US Targeted Value Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | 9.76 | 1 | -1.35 | -2.46 | 2.52 | 5.46 | -1.38 | 0.18 | -3.32 | 6.51 | 0 |
| 2001 | 6.28 | -0.16 | -3.68 | 6.73 | 3.5 | 1.5 | 2 | -0.94 | -15.03 | 2.93 | 9.22 | -0.23 | 10.4 |
| 2002 | 1.38 | 2.2 | 8.61 | 2.8 | -3.19 | -3.71 | -14.69 | 0 | -8.86 | 2.57 | 11.36 | -16.87 | -20.4 |
| 2003 | -4.64 | -4.26 | -0.32 | 11.89 | 11.39 | 1.62 | 5.78 | 6.5 | -1.34 | 9.65 | 4.13 | -6.47 | 36.8 |
| 2004 | 4.59 | 1.55 | 0.86 | -3.36 | 1.5 | 5.58 | -4.84 | -0.67 | 4.44 | 0.9 | 9.2 | -6.26 | 13.1 |
| 2005 | -3.18 | 2.77 | -0.94 | -6.78 | 6.66 | 3.88 | 6.13 | -1.56 | -0.18 | -4.41 | 6.58 | -8.71 | -1.3 |
| 2006 | 8.03 | -1.05 | 4.08 | 1.31 | -3.48 | 0.23 | -3.07 | 2.27 | 0.7 | 4.94 | 3.43 | -7.7 | 9 |
| 2007 | 2.09 | -0.51 | 0.69 | 2.04 | 4.33 | -1.54 | -7.25 | -0.29 | -0.18 | 0.23 | -7.13 | -3.9 | -11.5 |
| 2008 | -4.78 | -2.54 | 0.64 | 3.3 | 4.62 | -10.32 | 2.6 | 4.51 | -6.34 | -21.68 | -13.01 | 6.45 | -34.1 |
| 2009 | -13.74 | -13.14 | 10.94 | 19.49 | 3.44 | -0.34 | 11.92 | 5.37 | 5.57 | -7.22 | 3.33 | 7.94 | 31.9 |
| 2010 | -2.31 | 5.59 | 8.32 | 7.23 | -8.99 | -9.5 | 7.8 | -8.1 | 12.3 | 3.72 | 4 | 8.94 | 29 |
| 2011 | 0.66 | 5.67 | 1.92 | 1.55 | -2.46 | -2.15 | -3.5 | -10.04 | -12.42 | 15.71 | 0.33 | 0.99 | -6.3 |
| 2012 | 6.06 | 3.63 | 1.88 | -1.63 | -7.46 | 4.07 | -0.49 | 4.59 | 3.18 | -0.58 | 1.68 | 3.46 | 19.2 |
| 2013 | 6.82 | 1.71 | 4.87 | -0.98 | 4.95 | -0.71 | 7.02 | -3.7 | 5.59 | 4.29 | 4.47 | 2.62 | 43 |
| 2014 | -4.74 | 5.16 | 1.99 | -1.81 | 0.96 | 4.23 | -4.96 | 5.09 | -5.99 | 3.12 | -0.52 | 1.22 | 2.9 |
| 2015 | -4.33 | 7.17 | 1.35 | -1 | 1.45 | -0.39 | -2.57 | -4.08 | -4.88 | 6.15 | 2.37 | -6.08 | -5.7 |
| 2016 | -6.79 | 1.41 | 8.49 | 2.08 | 0.68 | -1.33 | 4.95 | 1.49 | 0.93 | -2.92 | 13.69 | 2.84 | 26.9 |
| 2017 | 0.17 | 1 | -0.9 | -0.54 | -3.35 | 3.38 | 0.92 | -2.79 | 7.29 | 0.72 | 3.14 | 0.67 | 9.7 |
| 2018 | 2.05 | -4.72 | 0.61 | 0.95 | 5.05 | -0.02 | 1.98 | 2.44 | -2.84 | -9.84 | 1.58 | -12.65 | -15.8 |
| 2019 | 11.9 | 3.79 | -3.73 | 4.78 | -10.76 | 7.57 | 0.72 | -7.44 | 5.58 | 1.64 | 3.72 | 0.17 | 16.9 |
| 2020 | 5.56 | 3.24 | 2.88 | 3.24 | 15.91 | -27.58 | -10.99 | -6.17 | -6.14 | 3.86 | 18.18 | 7.8 | 1.8 |
| 2021 | -2.64 | 12.04 | 6.74 | 10.93 | 4 | -2.61 | -1.83 | 2.47 | -1.46 | 4.36 | -2.53 | -1.98 | 28 |
| 2022 | -3.11 | 2.46 | 0.43 | -5.85 | 4.02 | -11.39 | 9.84 | -2.3 | -9.7 | 13.51 | 5.39 | -9.57 | -9.3 |
| 2023 | 9.2 | -1.04 | -6.93 | -2.25 | -2.97 | 9.8 | 7.11 | -1.89 | -6.37 | -5.21 | 8.07 | 10.27 | 16.4 |
| 2024 | -3.2 | 6 |