DFA Real Estate Securities Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1993 | 0 | 0.48 | 3.46 | -4.08 | 0.1 | 3 | 2.63 | 3.66 | 4.5 | -1.35 | -4.93 | 3.93 | 0 |
| 1994 | 2.21 | -0.52 | -5.48 | -0.28 | -0.55 | -2.5 | 0.29 | 1.71 | -3.26 | -4.15 | -3.4 | 7.88 | -8.4 |
| 1995 | -2.82 | 1.66 | -0.2 | -0.45 | 4.01 | 2.07 | 1.16 | 0.67 | 1.71 | -3.18 | 1.2 | 6.05 | 12.2 |
| 1996 | 0.96 | 1.23 | 0.09 | -0.09 | 2.15 | 1.83 | 0.45 | 3.58 | 2.16 | 2.45 | 4.46 | 10.73 | 33.9 |
| 1997 | 0.6 | -0.37 | 0.6 | -3.2 | 2.93 | 5.31 | 2.63 | -0.48 | 9.11 | -2.8 | 1.84 | 2.26 | 19.3 |
| 1998 | -1.19 | -1.67 | 2.66 | -3.19 | -0.62 | 0.07 | -6.62 | -9.15 | 6.34 | -2.14 | 1.48 | -1.65 | -15.4 |
| 1999 | -1.98 | -0.67 | -0.68 | 9.46 | 2.65 | -1.67 | -3.16 | -0.88 | -4.34 | -2.02 | -1.37 | 3.46 | -1.9 |
| 2000 | 0.62 | -1.51 | 3.6 | 6.42 | 1.47 | 2.89 | 8.36 | -3.53 | 3.59 | -4.26 | 1.81 | 6.7 | 28.5 |
| 2001 | 0.37 | -1.61 | 0.82 | 1.99 | 2.46 | 5.87 | -2 | 3.68 | -3.15 | -3.19 | 5.26 | 2.49 | 13.2 |
| 2002 | -0.34 | 1.87 | 6.25 | 0.64 | 1.33 | 2.7 | -5.07 | 0.26 | -3.59 | -5.06 | 4.7 | 1.16 | 4.2 |
| 2003 | -2.52 | 1.8 | 2.4 | 3.79 | 5.51 | 2.08 | 5.12 | 0.7 | 3.44 | 1.35 | 4.5 | 2.94 | 35.6 |
| 2004 | 4.12 | 1.77 | 5.72 | -14.35 | 7.22 | 2.89 | 0.41 | 7.96 | -0.34 | 5.4 | 4.35 | 5.01 | 32.1 |
| 2005 | -8.37 | 3.14 | -1.52 | 5.67 | 3.28 | 5.11 | 7.27 | -3.73 | 0.46 | -2.26 | 4.51 | -0.02 | 13.1 |
| 2006 | 7.68 | 1.89 | 5.18 | -3.78 | -2.99 | 5.53 | 3.43 | 3.52 | 2.01 | 6.27 | 4.73 | -2.15 | 35.2 |
| 2007 | 8.66 | -2.33 | -2.48 | -0.09 | 0 | -9.37 | -7.87 | 6.05 | 3.91 | 1.13 | -10.22 | -5.73 | -18.6 |
| 2008 | 0.04 | -3.8 | 6.28 | 5.9 | 0.2 | -10.97 | 2.9 | 2.47 | -0.21 | -31.53 | -23.14 | 16.71 | -37.6 |
| 2009 | -17.75 | -20.97 | 3.68 | 31.3 | 2.6 | -3.1 | 10.49 | 13.53 | 6.72 | -4.56 | 6.87 | 6.86 | 28.4 |
| 2010 | -5.22 | 5.51 | 10.17 | 7.03 | -5.34 | -5.17 | 9.87 | -1.26 | 4.33 | 4.68 | -1.98 | 4.66 | 28.7 |
| 2011 | 3.53 | 4.52 | -1.5 | 5.79 | 1.36 | -3.29 | 1.64 | -5.38 | -10.99 | 14.42 | -3.78 | 4.57 | 8.9 |
| 2012 | 6.32 | -1.06 | 5.15 | 2.86 | -4.57 | 5.65 | 1.97 | -0.15 | -1.88 | -0.77 | -0.35 | 3.66 | 17.5 |
| 2013 | 3.53 | 1.1 | 2.76 | 6.75 | -5.96 | -1.88 | 0.87 | -7.04 | 3.12 | 4.2 | -5.33 | 0.28 | 1.3 |
| 2014 | 4.24 | 5.07 | 0.65 | 3.62 | 2.37 | 1.03 | 0.07 | 2.84 | -6.01 | 10.37 | 2.08 | 1.81 | 31.1 |
| 2015 | 6.89 | -3.71 | 1.78 | -5.88 | -0.25 | -4.38 | 5.74 | -6.08 | 3.17 | 5.73 | -0.54 | 1.91 | 3.3 |
| 2016 | -3.38 | -0.34 | 10.32 | -2.5 | 2.21 | 7.05 | 4.26 | -3.38 | -1.88 | -5.82 | -1.81 | 4.59 | 8.3 |
| 2017 | -0.14 | 3.34 | -2.32 | 0.09 | -0.49 | 2.09 | 1.26 | 0.11 | -0.32 | -0.54 | 2.8 | -0.18 | 5.7 |
| 2018 | -3.34 | -7.44 | 3.98 | 0.49 | 3.69 | 4.31 | 0.85 | 2.82 | -2.42 | -2.21 | 4.89 | -7.57 | -3 |
| 2019 | 11.29 | 0.71 | 3.98 | -0.34 | 0.95 | 0.68 | 1.74 | 4.18 | 1.42 | 1.01 | -1.15 | -1.21 | 25.2 |
| 2020 | 1.39 | -6.94 | -18.86 | 8.81 | 1.46 | 2.12 | 3.31 | 0.03 | -5.65 | -3.39 | 9.76 | 2.18 | -8.3 |
| 2021 | 0.03 | 0.39 | 7.9 | 8.06 | 0.89 | 3.07 | 4.53 | 2.11 | -5.98 | 7.24 | -1.23 | 7.23 | 38 |
| 2022 | -7.96 | -4.03 | 7.1 | -3.96 | -4.67 | -6.93 | 8.53 | -5.83 | -12.8 | 3.17 | 5.97 | -9.88 | -29.2 |
| 2023 | 10.01 | -5.85 | -2.05 | 0.43 | -4.18 | 4.55 | 1.95 | -3.28 | -7.53 | -2.99 | 11.84 | 5.97 | 7 |
| 2024 | -4.72 | 1.85 | 1.37 | -4.35 | 2.5 |