DFA US Small Cap Value Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1993 | 0 | 0 | -0.8 | -2.12 | 2.68 | 0 | 3.01 | 3.21 | 3.49 | 3.37 | -1.77 | 1.98 | 0 |
| 1994 | 5.16 | -0.34 | -3.31 | 0.7 | 0.26 | -1.83 | 1.68 | 3.4 | -0.34 | -1.44 | -3.43 | 1.03 | 1.2 |
| 1995 | 0.98 | 3.53 | 1.19 | 3.54 | 2.76 | 3.96 | 5.4 | 3.18 | 1.26 | -4.91 | 3.69 | 1.54 | 29 |
| 1996 | -0.35 | 2.19 | 2.76 | 5.18 | 3.9 | -2.09 | -6.22 | 4.56 | 3.33 | 0.74 | 4.74 | 2.2 | 22.3 |
| 1997 | 2.54 | 0 | -2.65 | -0.41 | 9.46 | 6.25 | 5.98 | 3.52 | 7.69 | -3.55 | -0.85 | 0.11 | 30.8 |
| 1998 | -1.23 | 7.54 | 4.07 | 1.93 | -3.83 | -1.97 | -7.37 | -18.43 | 2.84 | 4.26 | 5.3 | 2.36 | -7.3 |
| 1999 | 1.56 | -8.24 | -1.91 | 10.68 | 4.69 | 6.11 | -0.45 | -2.74 | -2.67 | -3.42 | 4.53 | 5.74 | 13.1 |
| 2000 | -0.75 | 9.28 | 0.3 | -3.51 | -4.16 | 4.98 | -0.1 | 7.4 | -1.85 | -3.78 | -5.44 | 7.82 | 9.1 |
| 2001 | 10.31 | -1.92 | -2.46 | 6.12 | 6.16 | 0.64 | 1.41 | -1.34 | -14.56 | 3.93 | 7.81 | 7.34 | 23 |
| 2002 | 1.54 | -0.16 | 9.86 | 4.53 | -3.15 | -2.07 | -15.6 | -1.25 | -7.28 | 1.62 | 9.26 | -4.05 | -9.1 |
| 2003 | -3.45 | -4.11 | -0.21 | 10.56 | 11.72 | 3.65 | 7.04 | 5.14 | -0.78 | 10 | 4.16 | 5.37 | 59.5 |
| 2004 | 4.89 | 1.41 | 0.94 | -3.17 | 0.38 | 6.69 | -5.33 | -1.49 | 4.93 | 0.96 | 10 | 3.59 | 25.4 |
| 2005 | -3.57 | 2.7 | -1.95 | -7.28 | 6.65 | 4.17 | 7.11 | -1.67 | 0.79 | -4.51 | 5.93 | 0.23 | 7.7 |
| 2006 | 8.82 | -0.35 | 6.09 | 0.98 | -4.39 | 0.05 | -3.75 | 1.95 | 1.19 | 5.43 | 3.03 | 1.28 | 21.4 |
| 2007 | 2.2 | -0.23 | 1.09 | 1.81 | 3.65 | -1.54 | -7.64 | -0.76 | -0.28 | 1.11 | -8.72 | -1.23 | -10.8 |
| 2008 | -3.94 | -2.84 | 0.84 | 1.66 | 4.14 | -10.1 | 2.07 | 4.15 | -6.9 | -22.14 | -12.99 | 5.27 | -36.8 |
| 2009 | -14.28 | -12.71 | 10.4 | 19.66 | 3.22 | 0.36 | 13.44 | 5.14 | 6.34 | -7.53 | 3.11 | 7.92 | 33.6 |
| 2010 | -3.16 | 6.15 | 8.86 | 8.11 | -9.9 | -10.14 | 8.69 | -8.38 | 12.94 | 4.17 | 4.49 | 9.18 | 30.9 |
| 2011 | 0.31 | 6.28 | 2.05 | 1.26 | -3.12 | -1.81 | -2.88 | -10.58 | -12.58 | 15.82 | -0.68 | 0.97 | -7.6 |
| 2012 | 7.43 | 3.18 | 2.3 | -1.6 | -7.12 | 4.38 | -0.24 | 4.21 | 3.31 | -0.82 | 1.84 | 3.68 | 21.7 |
| 2013 | 6.56 | 1.75 | 4.91 | -1.11 | 5.39 | -0.7 | 7.34 | -4.17 | 5.24 | 3.51 | 5.08 | 2.73 | 42.4 |
| 2014 | -5.14 | 5.45 | 1.19 | -1.93 | 0.83 | 4.44 | -5.76 | 5.83 | -6.98 | 4.61 | -0.28 | 2.28 | 3.5 |
| 2015 | -4.95 | 5.9 | 1.78 | -1.34 | 1.36 | 0.05 | -3.67 | -4.04 | -4.51 | 5.28 | 3.17 | -6.16 | -7.8 |
| 2016 | -7.18 | 1.17 | 8.77 | 1.8 | 0.47 | -1.15 | 4.85 | 1.74 | 1.21 | -3.14 | 14.87 | 3.45 | 28.3 |
| 2017 | -0.53 | 0.32 | -1.14 | 0.46 | -3.51 | 2.59 | 0.77 | -2.55 | 7.92 | 0.96 | 2.12 | 0.12 | 7.3 |
| 2018 | 1.5 | -4.68 | 0.93 | 1.32 | 6.29 | 0.06 | 1.61 | 2.84 | -3.19 | -9.41 | 0.91 | -12.79 | -15.1 |
| 2019 | 12 | 3.27 | -3.8 | 4.04 | -11.52 | 7.42 | 0.39 | -8 | 5.61 | 1.83 | 3.93 | 1.06 | 14.8 |
| 2020 | 5.58 | 3.21 | 2.66 | 2.59 | 15.81 | -26.81 | -10.79 | -6.88 | -7.15 | 3.95 | 17.53 | 8.57 | -0 |
| 2021 | -4.32 | 12.16 | 17.88 | 2.28 | 4.61 | -2.79 | -2.08 | 2.2 | -1.13 | 3.83 | -2.31 | -3.95 | 26.3 |
| 2022 | -2.9 | 2.04 | 0.7 | -5.74 | 3.91 | -11.06 | 9.93 | -2.17 | -9.82 | 14.66 | 5.12 | -11.03 | -9.6 |
| 2023 | 8.63 | -0.94 | -7.5 | -1.84 | -3.54 | 9.88 | 6.83 | -3.06 | -4.65 | -4.85 | 8.45 | 8.39 | 14.4 |
| 2024 | -2.8 | 6.6 |