DFA International Value Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1994 | 0 | 0 | -2.67 | 3.36 | 0.59 | 1.13 | 1.95 | 1.53 | -3.53 | 4.2 | -5.29 | 0.58 | 0 |
| 1995 | -3.96 | -0.21 | 5.86 | 3.12 | -0.66 | -1 | 5.63 | -3.49 | 0.62 | -1.9 | 2.69 | 4.74 | 11.4 |
| 1996 | 1 | 0.54 | 1.45 | 3.87 | -0.93 | 0.31 | -2.66 | 0.35 | 1.73 | -0.96 | 4.47 | -1.38 | 7.8 |
| 1997 | -3.33 | 0.91 | 0.33 | -0.54 | 7.57 | 4.27 | 1.38 | -6.55 | 3.62 | -5.22 | -4.29 | -0.41 | -3.2 |
| 1998 | 5.99 | 6.54 | 4.39 | 0.32 | 0.87 | -0.96 | 1.12 | -13.11 | -5.42 | 9.95 | 4.39 | 1.9 | 14.8 |
| 1999 | -2 | -2.55 | 6.11 | 5.93 | -5.05 | 4.48 | 3.57 | 0.99 | 0.38 | -0.53 | -0.31 | 4.91 | 16.3 |
| 2000 | -7.72 | -2.49 | 5.48 | -2.58 | 1.85 | 6.99 | -3.27 | 0.84 | -2.89 | -0.79 | -0.08 | 5.53 | -0.2 |
| 2001 | 0.16 | -3.05 | -6.05 | 5.21 | -0.76 | -1.93 | -2.09 | 1.43 | -12.75 | 0.61 | 3.62 | 0.46 | -15.2 |
| 2002 | -2.21 | 1.13 | 6.21 | 3.35 | 3.34 | -3.77 | -10.25 | -0.1 | -11.88 | 2.85 | 3.92 | -0.61 | -9.4 |
| 2003 | -3.37 | -1.97 | -2.46 | 10.95 | 7.57 | 3.22 | 4.5 | 2.59 | 3.84 | 7.85 | 2.09 | 7.47 | 49.9 |
| 2004 | 2.53 | 2.99 | 1.56 | -3.01 | 0.96 | 4.14 | -3.69 | 1.25 | 3.2 | 3.83 | 7.37 | 4.99 | 28.8 |
| 2005 | -1.04 | 3.95 | -2.5 | -3.05 | 0.13 | 1.57 | 4.45 | 3.3 | 2.79 | -3.06 | 3.39 | 5.55 | 16 |
| 2006 | 6.11 | 0.93 | 4.21 | 5.03 | -4.04 | -0.72 | 1.55 | 3.4 | 1.4 | 4.42 | 3.27 | 3.89 | 33.2 |
| 2007 | 1.86 | -0.09 | 3.21 | 5.03 | 3.41 | -0.71 | -2.79 | -1.16 | 5.2 | 4.82 | -6.08 | -2.2 | 10.2 |
| 2008 | -8.1 | -1.3 | 1.2 | 4.44 | 0.04 | -9.96 | -2.83 | -4.22 | -11.69 | -25.09 | -6.14 | 7.49 | -46.4 |
| 2009 | -13.77 | -12.28 | 10.88 | 18.36 | 14.87 | -1.49 | 11.83 | 5.68 | 5.15 | -4.02 | 2.92 | 1.17 | 39.5 |
| 2010 | -5.81 | 0.31 | 7.97 | -1.73 | -11.77 | -1.72 | 12.47 | -4.94 | 10.71 | 3.55 | -5.11 | 9.37 | 10.6 |
| 2011 | 4.24 | 3.29 | -2.76 | 5.32 | -3.61 | -1.41 | -3.23 | -10.72 | -10.95 | 9.56 | -3.29 | -2.69 | -16.9 |
| 2012 | 6.72 | 5.15 | -0.78 | -3.6 | -12.35 | 7.04 | -0.41 | 4.08 | 3.55 | 1.29 | 1.53 | 4.92 | 16.6 |
| 2013 | 4.64 | -2.99 | 0.29 | 4.92 | -1.24 | -3.52 | 6.83 | -0.74 | 7.55 | 3.46 | 0.36 | 2.17 | 23.1 |
| 2014 | -3.68 | 5.71 | -0.73 | 1.67 | 1.1 | 1.2 | -2.23 | 0 | -4.38 | -1.7 | 0 | -3.74 | -7 |
| 2015 | -0.68 | 7.13 | -2.13 | 5.5 | 0.05 | -2.91 | -0.97 | -7.48 | -6.84 | 7.63 | -1.3 | -3.18 | -6.3 |
| 2016 | -7.86 | -3.18 | 7.55 | 4.83 | -1.87 | -3.64 | 4.5 | 2.63 | 1.17 | 1.24 | 0.49 | 3.29 | 8.5 |
| 2017 | 4.3 | -0.69 | 2.27 | 1.41 | 1.73 | 1.05 | 4.67 | -0.1 | 3.57 | 1.79 | 0.95 | 2.6 | 26.1 |
| 2018 | 5.86 | -5.62 | -1.23 | 2.68 | -3.62 | -2.27 | 3.18 | -3.53 | 1.76 | -8.42 | -0.73 | -6.1 | -17.5 |
| 2019 | 7.85 | 1.69 | -1.32 | 3.25 | -7.53 | 4.19 | -3.27 | -4.1 | 4.53 | 3.37 | 2.1 | 1.08 | 11.4 |
| 2020 | -5.64 | -8.31 | -21.38 | 6.63 | 3.14 | 3.66 | -0.29 | 6.86 | -7.09 | -2.87 | 18.3 | 5.54 | -4.8 |
| 2021 | -2.87 | 7.22 | 4.9 | 4.65 | 5.34 | -2.61 | -0.72 | 0.78 | -1.29 | 3.56 | -6.36 | 3.34 | 13.5 |
| 2022 | 3.65 | -2.11 | 0.46 | -5.33 | 4.87 | -12.64 | 2.77 | -3.5 | -10.36 | 7.5 | 12.23 | -2.15 | -7.2 |
| 2023 | 8.61 | -1.61 | -0.89 | 3.35 | -5.45 | 4.29 | 4.69 | -3.19 | -1.95 | -4.72 | 6.71 | 3.2 | 12.5 |
| 2024 | -1.3 | 2.68 | 5.33 | -2.9 | 2.9 |