DFA US Targeted Value Portfolio
Quarterly Returns (%)Years | Q1 | Q2 | Q3 | Q4 | Annual |
---|---|---|---|---|---|
2008 | 0 | -100 | 0.42 | -27.3 | 0 |
2009 | -16.85 | 23.26 | 24.49 | 3.61 | 32.19 |
2010 | 11.66 | -11.78 | 11.14 | 17.4 | 28.52 |
2011 | 8.36 | -3.08 | -24.03 | 17.19 | -6.5 |
2012 | 11.87 | -6.26 | 6.4 | 4.03 | 18.79 |
2013 | 13.89 | 4.42 | 7.26 | 11.69 | 42.68 |
2014 | 2.14 | 3.28 | -6.17 | 3.8 | 2.74 |
2015 | 3.82 | -0.01 | -11.18 | 2.03 | -5.92 |
2016 | 2.5 | 1.35 | 7.23 | 13.39 | 26.3 |
2017 | 0.25 | -0.73 | 5.22 | 3.36 | 9.4 |
2018 | -2.22 | 8.56 | 1.05 | -19.38 | -15.98 |
2019 | 11.82 | -1.25 | -1.98 | 5.59 | 16.89 |
2020 | -39.48 | 23.08 | 2.49 | 32.67 | 1.82 |
2021 | 25.04 | 4.13 | -8.14 | 7.09 | 27.99 |
2022 | -0.3 | -13.22 | -3.12 | 8.18 | -9.32 |
2023 | 0.59 | 2.3 | 0 | 0 | 2.9 |