DFA US Small Cap Value Portfolio
Quarterly Returns (%)Years | Q1 | Q2 | Q3 | Q4 | Annual |
---|---|---|---|---|---|
1993 | 0 | 0.5 | 10.03 | 3.55 | 0 |
1994 | 1.34 | -0.88 | 4.79 | -3.83 | 1.22 |
1995 | 5.79 | 10.61 | 10.12 | 0.68 | 29.01 |
1996 | 4.64 | 6.56 | 0.69 | 7.84 | 22.33 |
1997 | -0.18 | 15.82 | 18.16 | -4.27 | 30.77 |
1998 | 10.54 | -3.91 | -22.3 | 12.37 | -7.26 |
1999 | -8.59 | 22.94 | -5.76 | 6.74 | 13.05 |
2000 | 8.78 | -2.92 | 5.3 | -0.78 | 9.1 |
2001 | 5.54 | 16.06 | -15.52 | 22.28 | 23.01 |
2002 | 11.38 | -0.57 | -21.29 | 6.53 | -9.1 |
2003 | -7.61 | 28.03 | 11.66 | 20.74 | 59.46 |
2004 | 7.38 | 3.7 | -2.15 | 15.05 | 25.36 |
2005 | -2.9 | 3.02 | 6.16 | 1.39 | 7.67 |
2006 | 15.06 | -3.4 | -0.7 | 10.94 | 21.43 |
2007 | 3.07 | 3.59 | -9.69 | -10.82 | -10.77 |
2008 | -5.89 | -4.84 | -1.03 | -28.68 | -36.78 |
2009 | -17.39 | 23.94 | 26.83 | 2.9 | 33.63 |
2010 | 11.91 | -12.48 | 12.47 | 18.84 | 30.91 |
2011 | 8.8 | -3.68 | -24.08 | 16.15 | -7.59 |
2012 | 13.39 | -5.82 | 6.34 | 3.98 | 21.67 |
2013 | 13.75 | 4.87 | 6.52 | 11.74 | 42.4 |
2014 | 1.21 | 3.27 | -7.23 | 6.71 | 3.47 |
2015 | 2.45 | 0.05 | -11.73 | 1.94 | -7.77 |
2016 | 2.13 | 1.1 | 7.96 | 15.11 | 28.32 |
2017 | -1.35 | -0.56 | 5.97 | 1.93 | 7.31 |
2018 | -2.34 | 10.23 | 0.71 | -19.5 | -15.13 |
2019 | 11.27 | -2.91 | -2.66 | 6.96 | 14.8 |
2020 | -39.2 | 21.97 | 1.17 | 32.65 | -0.03 |
2021 | 26.5 | 4.01 | -10.49 | 7.2 | 26.26 |
2022 | -0.23 | -12.89 | -3.02 | 7.23 | -9.62 |
2023 | -0.46 | 4.04 | -1.25 | 13.4 | 14.38 |
2024 | 4.63 | -5.86 | 0 | 6.61 |