DFA Tax-Managed US Marketwide Value Portfolio II
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1998 | 0 | -100 | -100 | 3.2 | 0 |
| 1999 | 0.1 | 16.36 | -12.06 | 0.28 | 2.71 |
| 2000 | -1.98 | -4.91 | 10.12 | 6.81 | 9.53 |
| 2001 | 2.67 | 6.69 | -18.53 | 14.24 | 0.86 |
| 2002 | -0.77 | -14.15 | -16.84 | 5.47 | -27.5 |
| 2003 | -4.71 | 19.65 | 3.93 | 15.73 | 37.13 |
| 2004 | 4.31 | 2.08 | -0.53 | 11.64 | 18.24 |
| 2005 | 0.59 | 3.05 | 7.22 | 1.94 | 13.29 |
| 2006 | 7.78 | 0.3 | 1.8 | 8.87 | 19.37 |
| 2007 | 2.45 | 5.87 | -4.84 | -11.57 | -6.03 |
| 2008 | -9.13 | -3.91 | -7.35 | -27.64 | -41.46 |
| 2009 | -16.75 | 24.26 | 22.76 | 3.36 | 31.26 |
| 2010 | 9.45 | -12.3 | 11.06 | 13.95 | 21.48 |
| 2011 | 9.01 | -1.04 | -21.11 | 14.1 | -2.9 |
| 2012 | 13.15 | -4.66 | 8 | 3.45 | 22.41 |
| 2013 | 13.62 | 3.9 | 6.1 | 12.08 | 40.52 |
| 2014 | 1.06 | 5.24 | -0.56 | 4.09 | 10.09 |
| 2015 | 0.88 | 1.5 | -8.98 | 4.5 | -2.61 |
| 2016 | -0.03 | 3.63 | 4.24 | 8.71 | 17.4 |
| 2017 | 3.12 | 2.28 | 4.23 | 6 | 17.2 |
| 2018 | -2.31 | 3.65 | 6.09 | -14.78 | -10.08 |
| 2019 | 11.25 | 1.48 | -0.74 | 7.03 | 22.67 |
| 2020 | -30.82 | 16.2 | 3.92 | 18.26 | -0.43 |
| 2021 | 12.43 | 5.64 | -1.36 | 6.6 | 23.92 |
| 2022 | -2.54 | -4.19 | 0 | 0 | -6.62 |