DFA US Large Cap Value Portfolio III
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | -4.41 | 3.95 | 2.01 | 3.23 | 7.21 | -4.57 | 0 |
| 1997 | 3.59 | 1.99 | -4.59 | 3.3 | 7.73 | 3.08 | 10.06 | -1.51 | 5.3 | -5.14 | 1.06 | -6.25 | 18.6 |
| 1998 | 1.29 | 8.74 | 5.65 | 0.53 | -0.86 | -0.24 | -3.44 | -18.21 | 5.09 | 8.11 | 6.26 | -5.84 | 3.9 |
| 1999 | 1.94 | -2.59 | 3.21 | 10.64 | -0.1 | 1.67 | -4.12 | -3.57 | -5.37 | 3.8 | -1.55 | -15.93 | -13.4 |
| 2000 | -7.04 | -8.99 | 14.15 | 3.03 | -0.19 | -6.97 | 4.45 | 5.81 | -1.65 | 3.97 | -3.22 | -20.91 | -20.1 |
| 2001 | 4.91 | -0.07 | -3.05 | 5.99 | 2.9 | -1.97 | 0.65 | -4.42 | -11.12 | -0.08 | 9.41 | -9.22 | -7.8 |
| 2002 | 1.1 | 1.26 | 4.13 | -0.87 | 0.64 | -6.05 | -11.09 | 1.52 | -11.07 | 3.9 | 6.9 | -5.7 | -16 |
| 2003 | -2.42 | -2.89 | -0.42 | 9.28 | 6.64 | 1.1 | 2.54 | 3.53 | -2.22 | 6.72 | 2.21 | 5.6 | 32.9 |
| 2004 | 1.74 | 2.53 | -0.36 | -1.68 | 0.52 | 2.51 | -3.24 | 0 | 2.75 | 1.23 | 6.58 | 3.49 | 16.9 |
| 2005 | -2.53 | 3.06 | -0.39 | -3.43 | 4.29 | 1.8 | 4.99 | -0.84 | 1.21 | -2.64 | 4 | -0.95 | 8.4 |
| 2006 | 4.78 | -0.34 | 1.6 | 2.76 | -1.81 | 0.45 | -1.45 | 1.64 | 2.44 | 3.95 | 1.88 | -0.97 | 15.7 |
| 2007 | 2.94 | -1.51 | 0.46 | 4.26 | 4.13 | -1.6 | -6.19 | -1.93 | 2.58 | 0.56 | -5.59 | -0.32 | -2.8 |
| 2008 | -3.83 | -3.05 | -0.99 | 6.31 | 2.42 | -10.97 | -1.08 | 1.92 | -8.99 | -22.52 | -9.78 | 3.22 | -40.8 |
| 2009 | -11.89 | -13.94 | 9.95 | 16.15 | 7.77 | -1.3 | 9.53 | 6.77 | 4.33 | -4.27 | 5.62 | 2.78 | 30.6 |
| 2010 | -2.37 | 4.39 | 7.79 | 3.14 | -8.54 | -7.57 | 7.8 | -6.04 | 9.82 | 3.72 | -0.77 | 9.78 | 20.4 |
| 2011 | 3.18 | 5.41 | 0.48 | 2.5 | -1.39 | -1.8 | -4.58 | -8.46 | -10.12 | 13.88 | -0.81 | 0.77 | -3.1 |
| 2012 | 4.98 | 5.79 | 1.83 | -2.06 | -7.11 | 5.42 | 0.95 | 3.96 | 3.69 | 0.29 | 0.18 | 3.02 | 22.2 |
| 2013 | 7.02 | 1.28 | 4.78 | 1.06 | 4.09 | -1.11 | 5.99 | -2.94 | 2.92 | 5.08 | 4.18 | 2.68 | 40.6 |
| 2014 | -3.96 | 3.38 | 2.36 | 0.67 | 2.19 | 2.73 | -0.75 | 3.19 | -2.47 | 0.76 | 1.19 | 0.73 | 10.2 |
| 2015 | -4.95 | 7.07 | -1.88 | 2.02 | 1.13 | -1.62 | -0.29 | -6.05 | -3.24 | 8.19 | 0.38 | -3.06 | -3.3 |
| 2016 | -6.81 | 0.2 | 7.29 | 2.71 | 1.34 | -0.09 | 3.42 | 1.2 | 0.46 | -1.7 | 7.86 | 2.56 | 19.1 |
| 2017 | 1.42 | 3.04 | -0.92 | 0.67 | -0.08 | 1.64 | 1.7 | -0.91 | 3.87 | 1.45 | 3.55 | 2.4 | 19.2 |
| 2018 | 5.15 | -4.96 | -2.24 | 0.15 | 0.95 | -0.71 | 4.16 | 1.43 | 0.1 | -6.35 | 2.32 | -11.03 | -11.6 |
| 2019 | 8.7 | 2.49 | -1.03 | 3.45 | -7.71 | 7.35 | 1.05 | -4.09 | 3.3 | 2.15 | 4.48 | -1.18 | 19.3 |
| 2020 | 4.44 | 3.17 | -0.84 | 3.22 | 13.04 | -20.72 | -10.56 | -4.07 | -4.24 | -1.26 | 15.23 | 3.66 | -3 |
| 2021 | -4.42 | 7.73 | 12 | 3.81 | 3.37 | -1.92 | -0.23 | 2.18 | -3.82 | 4.18 | -2.59 | 1.16 | 20.6 |
| 2022 | -1.67 | -0.5 | 1.41 | -5.75 | 4.39 | -11.19 | 6.28 | -2.81 | -9.2 | 12.91 | 5.86 | -8.31 | -10.9 |
| 2023 | 6.15 | -3.54 | -2.41 | 1.14 | -4.77 | 6.54 | 4.31 | -2.72 | -3.36 | -3.99 | 7.28 | 1.67 | 5.3 |
| 2024 | 0.66 | 12.9 |