DFA US Targeted Value Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | 0 | 0 | 0.41 | 3.37 | 4.55 | -10.4 | 2.64 | 4.52 | -6.44 | -21.62 | -13.06 | 6.47 | 0 |
| 2009 | -13.64 | -13.24 | 11.04 | 19.47 | 3.41 | -0.41 | 11.98 | 5.28 | 5.56 | -7.21 | 3.38 | 7.84 | 31.8 |
| 2010 | -2.26 | 5.66 | 8.25 | 7.27 | -9.04 | -9.52 | 7.79 | -8.08 | 12.24 | 3.72 | 4.06 | 8.91 | 29 |
| 2011 | 0.66 | 5.62 | 1.92 | 1.61 | -2.46 | -2.21 | -3.5 | -10.04 | -12.44 | 15.71 | 0.33 | 0.96 | -6.4 |
| 2012 | 6.06 | 3.63 | 1.86 | -1.63 | -7.46 | 4.04 | -0.49 | 4.59 | 3.16 | -0.57 | 1.68 | 3.43 | 19 |
| 2013 | 6.88 | 1.65 | 4.87 | -0.98 | 4.9 | -0.69 | 7.02 | -3.65 | 5.55 | 4.33 | 4.42 | 2.58 | 43 |
| 2014 | -4.74 | 5.21 | 1.97 | -1.85 | 0.96 | 4.25 | -5 | 5.09 | -6 | 3.16 | -0.56 | 1.24 | 2.9 |
| 2015 | -4.37 | 7.17 | 1.38 | -1.04 | 1.45 | -0.37 | -2.61 | -4.07 | -4.9 | 6.15 | 2.36 | -6.08 | -5.8 |
| 2016 | -6.78 | 1.36 | 8.52 | 2.08 | 0.63 | -1.3 | 4.95 | 1.49 | 0.91 | -2.92 | 13.69 | 2.79 | 26.8 |
| 2017 | 0.17 | 1.04 | -0.92 | -0.58 | -3.35 | 3.4 | 0.88 | -2.79 | 7.31 | 0.68 | 3.14 | 0.65 | 9.6 |
| 2018 | 2.05 | -4.73 | 0.58 | 0.95 | 5.05 | -0.04 | 1.98 | 2.44 | -2.86 | -9.84 | 1.58 | -12.68 | -15.9 |
| 2019 | 11.91 | 3.79 | -3.69 | 4.74 | -10.77 | 7.63 | 0.67 | -7.44 | 5.58 | 1.64 | 3.72 | 0.17 | 16.9 |
| 2020 | 5.56 | 3.24 | 2.85 | 3.27 | 15.91 | -27.55 | -10.99 | -6.17 | -6.07 | 3.86 | 18.52 | 7.49 | 1.8 |
| 2021 | -2.61 | 12.03 | 6.68 | 10.87 | 4 | -2.61 | -1.87 | 2.47 | -1.46 | 4.36 | -2.53 | -1.95 | 28 |
| 2022 | -3.15 | 2.46 | 0.47 | -5.88 | 4.02 | -11.36 | 9.8 | -2.3 | -9.67 | 13.51 | 5.36 | -9.54 | -9.3 |
| 2023 | 9.2 | -1.07 | -6.89 | -2.29 | -2.93 | 7.92 | 0 | 0 | 0 | 0 | 0 | 0 | 3 |