DFA US Targeted Value Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 9.18 | -1.08 | -6.87 | -2.3 | -2.99 | 7.93 | 0 | 0 | 0 | 0 | 0 | 0 | 2.9 |
| 2022 | -3.16 | 2.44 | 0.5 | -5.91 | 4.01 | -11.33 | 9.77 | -2.31 | -9.65 | 13.5 | 5.35 | -9.53 | -9.3 |
| 2021 | -2.89 | 12.01 | 14.95 | 2.87 | 3.95 | -2.63 | -1.84 | 2.45 | -1.44 | 4.35 | -2.54 | -1.96 | 28 |
| 2020 | 5.53 | 3.26 | 2.84 | 3.25 | 15.91 | -27.49 | -11.01 | -6.2 | -5.94 | 3.88 | 18.18 | 8.07 | 1.8 |
| 2019 | 11.87 | 3.76 | -3.67 | 4.76 | -10.82 | 7.67 | 0.68 | -7.43 | 5.61 | 1.6 | 2.93 | 0.96 | 16.9 |
| 2018 | 2.06 | -4.75 | 0.58 | 0.91 | 5.04 | -0.04 | 1.96 | 2.42 | -2.85 | -9.89 | 1.59 | -12.67 | -16 |
| 2017 | 0.17 | 1 | -0.92 | -0.59 | -3.37 | 3.34 | 0.93 | -2.8 | 7.25 | 0.68 | 3.12 | 0.64 | 9.4 |
| 2016 | -6.8 | 1.31 | 8.56 | 2.04 | 0.63 | -1.3 | 4.92 | 1.45 | 0.74 | -2.98 | 13.71 | 2.78 | 26.3 |
| 2015 | -4.38 | 7.14 | 1.35 | -1.05 | 1.41 | -0.36 | -2.62 | -4.08 | -4.9 | 6.12 | 2.32 | -6.03 | -5.9 |
| 2014 | -4.75 | 5.17 | 1.96 | -1.85 | 0.97 | 4.22 | -5.01 | 5.1 | -6.01 | 3.12 | -0.61 | 1.27 | 2.7 |
| 2013 | 6.83 | 1.71 | 4.82 | -0.98 | 4.91 | -0.72 | 6.98 | -3.71 | 5.59 | 4.3 | 4.39 | 2.59 | 42.7 |
| 2012 | 6.07 | 3.57 | 1.84 | -1.63 | -7.47 | 4 | -0.49 | 4.59 | 3.12 | -0.58 | 1.68 | 3.38 | 18.8 |
| 2011 | 0.72 | 5.55 | 1.92 | 1.55 | -2.46 | -2.16 | -3.56 | -10.05 | -12.43 | 15.72 | 0.33 | 0.94 | -6.5 |
| 2010 | -2.35 | 5.59 | 8.3 | 7.18 | -9.03 | -9.53 | 7.71 | -8.06 | 12.23 | 3.72 | 3.97 | 8.86 | 28.5 |
| 2009 | -13.77 | -13.23 | 11.12 | 19.5 | 3.38 | -0.22 | 11.9 | 5.38 | 5.57 | -7.17 | 3.33 | 8.02 | 32.2 |
| 2008 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4.48 | -6.23 | -21.7 | -13.03 | 6.75 | 0 |