DFA Global Real Estate Securities Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | 0 | 0 | 0 | 0 | 0 | 0 | 0.22 | -0.22 | -3.22 | -30.65 | -16.56 | 11.86 | 0 |
| 2009 | -14.47 | -17.34 | 5.12 | 20.68 | 7.66 | -0.56 | 9.79 | 12.35 | 6.56 | -3.3 | 4.15 | 4.37 | 32.7 |
| 2010 | -4.53 | 3.21 | 6.96 | 4.16 | -7.45 | -2.87 | 10.65 | -0.53 | 6.59 | 4.41 | -3.86 | 6.49 | 23.8 |
| 2011 | 2.15 | 4.33 | -0.71 | 5.97 | 0.56 | -2.24 | 0.23 | -4.8 | -11.76 | 11.7 | -3.05 | 1.27 | 1.8 |
| 2012 | 6.4 | 0.72 | 3.58 | 2.54 | -5.06 | 6.04 | 2.91 | 0.43 | -0.32 | 0.43 | 0.76 | 3.07 | 23.1 |
| 2013 | 2.77 | 0.97 | 3.21 | 6.11 | -7.23 | -2.53 | 0.65 | -5.69 | 5.23 | 3.68 | -4.38 | -0.03 | 1.7 |
| 2014 | 1.7 | 5.45 | 0.32 | 3.79 | 2.63 | 1.38 | 0 | 2.43 | -6.27 | 7.81 | 1.41 | 0.65 | 22.7 |
| 2015 | 5.74 | -1.72 | 0.09 | -2.94 | -1.23 | -3.55 | 3.78 | -5.85 | 2.34 | 5.37 | -1.42 | 0.83 | 0.7 |
| 2016 | -2.73 | 0.5 | 9.56 | -0.45 | 0.46 | 5.09 | 4.32 | -3.07 | -1.2 | -6.15 | -2.86 | 3.77 | 6.4 |
| 2017 | 0.29 | 2.88 | -1.21 | 0.66 | 0.28 | 0.84 | 2.04 | 0.27 | -0.81 | -0.46 | 3.12 | 1.06 | 9.2 |
| 2018 | -1 | -6.73 | 3.26 | 0.67 | 2.09 | 2.52 | 1.09 | 1.26 | -1.95 | -2.99 | 3.73 | -5.5 | -4.1 |
| 2019 | 10.6 | 0.27 | 3.88 | -0.43 | 0.35 | 1.91 | 0.77 | 3.3 | 1.88 | 2.17 | -0.87 | -6.43 | 17.9 |
| 2020 | 0.76 | -7.24 | -21.51 | 7.86 | 2.36 | 1.99 | 3.29 | 1.39 | -4.85 | -3.63 | 10.98 | 3.56 | -8.8 |
| 2021 | -4.87 | 2.25 | 9.12 | 6.92 | 1.31 | 2.02 | 3.89 | 1.91 | -5.92 | 5.81 | -1.73 | 2.99 | 25.1 |
| 2022 | -7.06 | -2.88 | 5.77 | -4.67 | -3.59 | -8.14 | 8.21 | -6.39 | -12.75 | 2.92 | 7.51 | -8.4 | -27.8 |
| 2023 | 8.96 | -5.29 | -2.2 | 1.33 | -4.53 | 3.16 | 2.76 | -3.18 | -6.78 | -3.42 | 11.42 | 5.23 | 5.8 |
| 2024 | -4.58 | 0.71 | 2.53 | -7.61 | -1.7 |