DFA US Large Company Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1999 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6.39 | 1.97 | 5.94 | 0 |
| 2000 | -5.05 | -1.83 | 9.71 | -3.07 | -2.02 | 1.97 | -1.41 | 6.25 | -5.55 | -0.44 | -7.86 | 0.19 | -9.9 |
| 2001 | 3.48 | -9.07 | -6.58 | 7.82 | 0.61 | -2.64 | -1.04 | -6.32 | -8.32 | 1.84 | 7.71 | 0.45 | -13.1 |
| 2002 | -1.45 | -1.92 | 3.46 | -6.12 | -0.71 | -7.41 | -7.74 | 0.56 | -11.13 | 8.76 | 6.19 | -6.78 | -23.4 |
| 2003 | -2.62 | -1.49 | 0.61 | 8.28 | 5.29 | 0.92 | 1.7 | 1.93 | -1.52 | 5.77 | 0.85 | 4.57 | 26.5 |
| 2004 | 1.84 | 1.35 | -1.67 | -1.59 | 1.38 | 1.59 | -3.35 | 0.35 | 0.69 | 1.49 | 4.06 | 2.49 | 8.7 |
| 2005 | -2.43 | 2.17 | -2.01 | -1.84 | 3.09 | -0.21 | 3.75 | -0.93 | 0.31 | -1.66 | 3.81 | -0.61 | 3.2 |
| 2006 | 2.66 | 0.2 | 1 | 1.38 | -2.92 | -0.3 | 0.6 | 2.4 | 2.05 | 3.25 | 1.85 | 0.82 | 13.6 |
| 2007 | 1.53 | -1.95 | 0.72 | 4.5 | 3.44 | -2.08 | -3.14 | 1.49 | 3.28 | 1.59 | -4.2 | -1.29 | 3.5 |
| 2008 | -6.01 | -3.24 | -0.77 | 4.83 | 1.29 | -8.82 | -0.8 | 1.41 | -9.32 | -16.72 | -7.09 | 0 | -38.3 |
| 2009 | -8.33 | -10.63 | 8.1 | 9.57 | 5.68 | -0.41 | 7.61 | 3.6 | 3.23 | -1.92 | 6 | 1.27 | 23.7 |
| 2010 | -3.54 | 3.08 | 5.74 | 1.52 | -8.02 | -5.23 | 7.01 | -4.48 | 8.9 | 3.78 | 0 | 6.69 | 14.7 |
| 2011 | 2.42 | 3.35 | 0.12 | 2.87 | -1.12 | -1.7 | -2.02 | -5.39 | -7.08 | 10.99 | -0.3 | 1.08 | 2.1 |
| 2012 | 4.44 | 4.26 | 3.35 | -0.63 | -6.07 | 4.14 | 1.4 | 2.2 | 2.58 | -1.85 | 0.63 | 0.85 | 15.8 |
| 2013 | 5.17 | 1.36 | 3.76 | 1.94 | 2.3 | -1.3 | 5.05 | -2.93 | 3.15 | 4.6 | 3.03 | 2.54 | 32.3 |
| 2014 | -3.5 | 4.63 | 0.82 | 0.74 | 2.28 | 2.06 | -1.36 | 4 | -1.42 | 2.44 | 2.7 | -0.31 | 13.5 |
| 2015 | -3.02 | 5.79 | -1.59 | 0.92 | 1.28 | -1.91 | 2.09 | -6.02 | -2.48 | 8.38 | 0.37 | -1.58 | 1.4 |
| 2016 | -5.01 | -0.07 | 6.76 | 0.37 | 1.8 | 0.23 | 3.72 | 0.12 | 0.05 | -1.83 | 3.66 | 1.97 | 11.9 |
| 2017 | 1.9 | 4 | 0.08 | 1.03 | 1.4 | 0.6 | 2.07 | 0.26 | 2.08 | 2.35 | 3.04 | 1.08 | 21.7 |
| 2018 | 5.75 | -3.7 | -2.57 | 0.39 | 2.43 | 0.62 | 3.7 | 3.24 | 0.58 | -6.86 | 2.04 | -9.06 | -4.5 |
| 2019 | 8.03 | 3.21 | 1.49 | 4.07 | -6.38 | 6.53 | 1.46 | -1.61 | 1.5 | 2.18 | 4 | 1.47 | 28.3 |
| 2020 | 7.17 | 5.64 | 2.02 | 4.3 | 12.77 | -12.85 | -8.24 | -0.04 | -7.35 | -2.68 | 10.59 | -1.74 | 13.6 |
| 2021 | -1.03 | 2.76 | 10.7 | 5.34 | 0.7 | 2.32 | 2.36 | 3.03 | -4.94 | 7 | -0.72 | -1.22 | 20.4 |
| 2022 | -5.19 | -2.99 | 3.4 | -8.72 | 0.17 | -8.62 | 9.21 | -4.08 | -9.64 | 8.08 | 5.59 | -10.11 | -22.8 |
| 2023 | 6.27 | -2.45 | 3.28 | 1.57 | 0.42 | 6.2 | 3.2 | -1.57 | -5.1 | -2.12 | 9.15 | 1.22 | 20.9 |
| 2024 | 1.68 | 26.8 |