DFA US Targeted Value Portfolio
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2000 | 0 | -2.81 | 6.63 | 3.7 | 0 |
| 2001 | 2.21 | 13.92 | -15.22 | 13.84 | 10.36 |
| 2002 | 12.54 | -3.71 | -20.67 | -5.05 | -20.38 |
| 2003 | -8.99 | 26.65 | 11.15 | 6.79 | 36.81 |
| 2004 | 7.13 | 3.56 | -1.27 | 3.29 | 13.14 |
| 2005 | -1.44 | 3.29 | 4.29 | -7 | -1.25 |
| 2006 | 11.25 | -1.99 | -0.17 | 1 | 9.04 |
| 2007 | 2.26 | 4.52 | -8.72 | -12.34 | -11.48 |
| 2008 | -6.61 | -3.09 | 0.44 | -27.47 | -34.07 |
| 2009 | -16.88 | 23.18 | 24.5 | 3.49 | 31.92 |
| 2010 | 11.74 | -11.68 | 11.25 | 17.52 | 29.02 |
| 2011 | 8.42 | -3.07 | -23.96 | 17.24 | -6.32 |
| 2012 | 11.98 | -6.14 | 6.46 | 4.18 | 19.15 |
| 2013 | 13.93 | 4.53 | 7.32 | 11.81 | 43.03 |
| 2014 | 2.17 | 3.33 | -6.1 | 3.83 | 2.93 |
| 2015 | 3.91 | 0.05 | -11.1 | 2.06 | -5.67 |
| 2016 | 2.55 | 1.41 | 7.51 | 13.5 | 26.9 |
| 2017 | 0.26 | -0.62 | 5.26 | 3.46 | 9.68 |
| 2018 | -2.18 | 8.62 | 1.11 | -19.32 | -15.78 |
| 2019 | 11.8 | -1.24 | -1.97 | 5.6 | 16.89 |
| 2020 | -39.52 | 23.11 | 2.29 | 32.32 | 1.77 |
| 2021 | 16.43 | 12.35 | -8.28 | 7.13 | 28.02 |
| 2022 | -0.3 | -13.22 | -3.1 | 8.18 | -9.3 |
| 2023 | 0.58 | 4.14 | -1.6 | 14.63 | 16.43 |
| 2024 | 4.3 | -4.58 | 0 | 5.96 |