DFA Tax-Managed US Marketwide Value Portfolio II
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1999 | 0.48 | -3.86 | 3.61 | 11.91 | 1.47 | 2.47 | -3.83 | -3.55 | -5.2 | 1.61 | -0.56 | -0.75 | 2.7 |
| 2000 | -5.75 | -7.01 | 11.84 | 2.5 | -1.03 | -6.26 | 4.96 | 6.08 | -1.09 | 2.94 | -4.11 | 8.1 | 9.5 |
| 2001 | 7.24 | -1.29 | -3.01 | 6.04 | 2.45 | -2.78 | 0.24 | -5.94 | -12.22 | 0.58 | 9.35 | 2.18 | 0.9 |
| 2002 | -3.42 | -1.41 | 4.22 | -3.79 | -1.34 | -9.79 | -12.36 | 1.61 | -9.14 | 5.22 | 7.2 | -6.5 | -27.5 |
| 2003 | -2.12 | -2.65 | 0 | 9.39 | 8.47 | 0.83 | 3.2 | 4 | -3.18 | 7.16 | 2.78 | 5.07 | 37.1 |
| 2004 | 2.16 | 2.2 | -0.08 | -1.82 | 0.76 | 3.19 | -3.5 | -0.59 | 3.68 | 1.31 | 6.8 | 3.18 | 18.2 |
| 2005 | -2.14 | 4.45 | -1.59 | -3.67 | 4.42 | 2.44 | 5.43 | -0.14 | 1.83 | -2.41 | 3.98 | 0.46 | 13.3 |
| 2006 | 5.61 | -0.31 | 2.38 | 2.52 | -2.81 | 0.67 | -0.62 | 0.5 | 1.92 | 3.88 | 2.45 | 1.93 | 19.4 |
| 2007 | 2.64 | -1.31 | 1.14 | 3.57 | 4.72 | -2.17 | -5.46 | -0.5 | 2.52 | 0.11 | -5.89 | -4.86 | -6 |
| 2008 | -3.95 | -3.61 | -1.85 | 5.7 | 2.16 | -11.01 | -0.77 | 2.05 | -8.51 | -22.37 | -9.9 | 3.46 | -41.5 |
| 2009 | -13.02 | -13.5 | 10.64 | 17.27 | 7.47 | -1.4 | 10.22 | 6.62 | 4.46 | -4.77 | 4.66 | 3.71 | 31.3 |
| 2010 | -2.82 | 4.61 | 7.67 | 3.86 | -8.53 | -7.69 | 8.06 | -6.58 | 10.01 | 3.92 | 0.23 | 9.41 | 21.5 |
| 2011 | 2.49 | 5.66 | 0.66 | 2.35 | -1.61 | -1.73 | -4.25 | -8.28 | -10.17 | 13.86 | -0.79 | 1.01 | -2.9 |
| 2012 | 5.21 | 5.3 | 2.13 | -1.86 | -7 | 5.26 | 0.87 | 3.73 | 3.63 | 0.31 | 0.62 | 2.88 | 22.4 |
| 2013 | 6.58 | 1.59 | 4.94 | 0.75 | 3.28 | -0.62 | 6.05 | -2.93 | 3.65 | 4.72 | 4.13 | 2.79 | 40.5 |
| 2014 | -3.97 | 3.68 | 1.5 | 0.22 | 2.37 | 2.58 | -1.57 | 3.69 | -2.57 | 1.75 | 1.27 | 1.02 | 10.1 |
| 2015 | -5 | 7.22 | -0.96 | 1.04 | 1.51 | -1.04 | 0.28 | -6.3 | -3.13 | 7.89 | 0.2 | -3.34 | -2.6 |
| 2016 | -6.36 | -0.23 | 7 | 2.5 | 1.18 | -0.08 | 2.72 | 1.02 | 0.45 | -1.69 | 7.64 | 2.74 | 17.4 |
| 2017 | 1.2 | 2.75 | -0.82 | 0.94 | -0.37 | 1.71 | 1.52 | -0.95 | 3.66 | 0.86 | 3.67 | 1.95 | 17.2 |
| 2018 | 5.1 | -5.09 | -2.07 | 0.46 | 1.03 | -0.11 | 4.14 | 1.9 | 0.18 | -6.29 | 2.21 | -10.86 | -10.1 |
| 2019 | 9.29 | 3.03 | -1.2 | 4.05 | -7.21 | 6.78 | 1.32 | -4.61 | 3.4 | 2.61 | 3.93 | 0.37 | 22.7 |
| 2020 | 4.86 | 3.32 | -1.03 | 3.62 | 13.31 | -19.58 | -10.51 | -3.87 | -4.08 | -1.14 | 14.46 | 4.52 | -0.4 |
| 2021 | -0.61 | 7.09 | 5.64 | 4.35 | 3.1 | -1.8 | -0.23 | 2.48 | -3.53 | 4.67 | -3.22 | 5.23 | 23.9 |
| 2022 | -2.6 | -0.8 | 0.87 | -6.24 | 2.19 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -6.6 |