DFA US Large Cap Value Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1993 | 0 | 0 | 1.09 | -0.29 | 1.08 | 2.04 | 1.43 | 2.44 | -1.74 | 1.21 | -1.01 | 2.46 | 0 |
| 1994 | 2.78 | -4.5 | -4.05 | 1.57 | -0.68 | -2.08 | 4.33 | 2.9 | -2.92 | 1.95 | -4.48 | 1.11 | -4.6 |
| 1995 | 2.3 | 5.67 | 1.57 | 3.57 | 5.21 | 2.19 | 4.38 | 2.93 | 3.47 | -4.11 | 5.49 | 0.66 | 38.4 |
| 1996 | 2.85 | 1.46 | 3.44 | 1.67 | 1.65 | -2.93 | -4.47 | 4.02 | 1.94 | 3.25 | 7.24 | -1.01 | 20.2 |
| 1997 | 3.58 | 1.95 | -4.57 | 3.3 | 7.71 | 3.07 | 10.03 | -1.49 | 5.26 | -5.13 | 1.05 | 1.41 | 28.2 |
| 1998 | 1.3 | 8.74 | 5.58 | 0.56 | -0.88 | -0.24 | -3.47 | -18.24 | 5.07 | 8.19 | 6.2 | 1.67 | 12 |
| 1999 | 1.92 | -2.58 | 3.23 | 10.64 | -0.13 | 1.68 | -4.16 | -3.6 | -5.39 | 3.81 | -1.57 | 1.75 | 4.7 |
| 2000 | -7.05 | -8.98 | 14.14 | 2.99 | -0.22 | -6.96 | 4.38 | 5.84 | -1.62 | 3.94 | -3.27 | 9.58 | 10.6 |
| 2001 | 4.91 | -0.06 | -3.09 | 5.96 | 2.87 | -1.93 | 0.6 | -4.42 | -11.14 | -0.06 | 9.41 | 2.39 | 3.9 |
| 2002 | 1.04 | 1.28 | 4.16 | -0.91 | 0.62 | -6.36 | -11.1 | 1.62 | -11.13 | 3.92 | 6.83 | -4.33 | -15.2 |
| 2003 | -2.32 | -2.93 | -0.48 | 9.2 | 6.69 | 1.08 | 2.52 | 3.55 | -2.2 | 6.69 | 2.22 | 6.83 | 34.4 |
| 2004 | 1.69 | 2.58 | -0.4 | -1.69 | 0.57 | 2.99 | -3.26 | 0 | 3.08 | 1.17 | 6.55 | 3.99 | 18.2 |
| 2005 | -2.49 | 3.02 | -0.26 | -3.44 | 4.29 | 2.03 | 4.96 | -0.83 | 1.54 | -2.68 | 3.98 | 0.12 | 10.2 |
| 2006 | 4.74 | -0.35 | 1.76 | 2.82 | -1.86 | 0.87 | -1.45 | 1.61 | 2.77 | 3.96 | 1.88 | 2 | 20.2 |
| 2007 | 2.89 | -1.5 | 0.66 | 4.24 | 4.1 | -1.62 | -6.21 | -1.91 | 2.58 | 0.54 | -5.6 | -0.33 | -2.8 |
| 2008 | -3.84 | -3.09 | -0.94 | 6.27 | 2.38 | -10.96 | -1.12 | 1.96 | -9.02 | -22.53 | -9.81 | 3.26 | -40.8 |
| 2009 | -11.86 | -14.04 | 9.97 | 16.18 | 7.67 | -1.21 | 9.43 | 6.8 | 4.36 | -4.3 | 5.63 | 2.7 | 30.4 |
| 2010 | -2.35 | 4.32 | 7.8 | 3.32 | -8.56 | -7.56 | 7.82 | -6.11 | 9.81 | 3.68 | -0.75 | 9.73 | 20.4 |
| 2011 | 3.23 | 5.39 | 0.46 | 2.51 | -1.42 | -1.82 | -4.57 | -8.46 | -10.11 | 13.81 | -0.83 | 0.78 | -3.2 |
| 2012 | 4.96 | 5.77 | 1.84 | -2.09 | -7.1 | 5.37 | 0.97 | 3.95 | 3.65 | 0.27 | 0.22 | 3.03 | 22.1 |
| 2013 | 6.94 | 1.27 | 4.81 | 1 | 4.13 | -1.15 | 6 | -2.99 | 2.96 | 5.05 | 4.17 | 2.64 | 40.3 |
| 2014 | -3.95 | 3.36 | 2.34 | 0.66 | 2.17 | 2.73 | -0.74 | 3.17 | -2.49 | 0.78 | 1.16 | 0.74 | 10.1 |
| 2015 | -4.97 | 7.06 | -1.92 | 2.04 | 1.07 | -1.62 | -0.26 | -6.08 | -3.24 | 8.16 | 0.36 | -3.07 | -3.4 |
| 2016 | -6.81 | 0.17 | 7.27 | 2.71 | 1.33 | -0.09 | 3.44 | 1.16 | 0.48 | -1.72 | 7.85 | 2.5 | 18.9 |
| 2017 | 1.45 | 3.01 | -0.93 | 0.66 | -0.11 | 1.65 | 1.68 | -0.94 | 3.85 | 1.44 | 3.55 | 2.36 | 19 |
| 2018 | 5.14 | -4.96 | -2.28 | 0.16 | 0.92 | -0.7 | 4.13 | 1.44 | 0.07 | -6.36 | 2.33 | -11.03 | -11.7 |
| 2019 | 8.65 | 2.49 | -1.01 | 3.44 | -7.75 | 7.42 | 1.05 | -4.11 | 3.32 | 2.12 | 4.44 | -0.26 | 20.4 |
| 2020 | 4.43 | 3.16 | -0.84 | 3.16 | 13.08 | -20.74 | -10.57 | -4.11 | -4.11 | -1.26 | 15.28 | 3.65 | -3 |
| 2021 | -2.7 | 7.7 | 6.2 | 7.51 | 3.35 | -1.94 | -0.22 | 2.16 | -3.78 | 4.15 | -2.59 | 3 | 22.7 |
| 2022 | -1.69 | -0.51 | 1.44 | -5.75 | 4.39 | -11.19 | 6.29 | -2.83 | -9.21 | 12.93 | 5.87 | -7.28 | -9.9 |
| 2023 | 6.14 | -3.54 | -2.42 | 1.11 | -4.75 | 6.54 | 4.3 | -2.73 | -3.34 | -3.98 | 7.26 | 3.65 | 7.3 |
| 2024 | 0.67 | 13.9 |