DFA Tax-Managed DFA International Value Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1999 | 0 | 0 | 0 | 0 | -4.71 | 4.21 | 3.94 | 1.46 | 0.29 | -0.48 | -1.92 | 4.69 | 7.3 |
| 2000 | -7.38 | -3.73 | 6.28 | -3.05 | 2.85 | 5.73 | -2.99 | 0.77 | -2.87 | -0.59 | 0.99 | 3.92 | -1 |
| 2001 | 0.94 | -2.34 | -6.41 | 6.54 | -1.44 | -2.24 | -2.19 | 0.31 | -13.3 | 3.16 | 4.43 | -1.2 | -14.3 |
| 2002 | -3.41 | 0.34 | 6.13 | 1.71 | 3.58 | -4.26 | -9.12 | -0.12 | -11.57 | 3.57 | 3.19 | -3.21 | -13.9 |
| 2003 | -2.3 | -2.22 | -1.74 | 10.07 | 6.92 | 3.24 | 4.03 | 3.55 | 3.33 | 7.14 | 1.78 | 7.37 | 48.7 |
| 2004 | 2.79 | 2.72 | 1.49 | -3.02 | 0.84 | 4.11 | -3.88 | 0.76 | 2.73 | 3.59 | 7.41 | 5.19 | 27.1 |
| 2005 | -0.56 | 4.03 | -2.45 | -2.99 | 0.14 | 1.67 | 4.35 | 3.56 | 3.07 | -1.74 | 1.64 | 5.76 | 17.3 |
| 2006 | 6.22 | 1 | 3.83 | 5.14 | -4.09 | -0.89 | 1.59 | 3.3 | 1.16 | 4.44 | 3.37 | 3.84 | 32.5 |
| 2007 | 1.92 | -0.15 | 3.34 | 4.91 | 3.35 | -0.79 | -2.68 | -1.17 | 5.33 | 4.87 | -5.84 | -2.17 | 10.7 |
| 2008 | -8.34 | -1.45 | 1.43 | 4.36 | 0.05 | -9.73 | -2.61 | -4.23 | -10.77 | -22.71 | -6.54 | 7.1 | -44.4 |
| 2009 | -13.34 | -12.62 | 9.98 | 18.01 | 14.87 | -1.33 | 11.66 | 5.42 | 4.88 | -3.85 | 2.96 | 1.24 | 37.8 |
| 2010 | -5.93 | 0.3 | 7.56 | -1.69 | -11.68 | -1.69 | 11.9 | -4.79 | 10.68 | 3.64 | -4.75 | 9.31 | 10.2 |
| 2011 | 4.25 | 3.31 | -2.65 | 5.21 | -3.8 | -1.67 | -3.18 | -10.59 | -10.84 | 9.9 | -3.16 | -2.88 | -16.8 |
| 2012 | 6.69 | 5.49 | -0.85 | -3.71 | -12.47 | 7.1 | -0.5 | 4.12 | 3.46 | 1.17 | 1.47 | 4.95 | 16.3 |
| 2013 | 4.9 | -3.14 | 0.17 | 4.83 | -1.37 | -3.58 | 6.68 | -0.69 | 7.66 | 3.36 | 0.38 | 2.14 | 22.7 |
| 2014 | -3.68 | 5.6 | -0.69 | 1.48 | 1.09 | 1.24 | -2.29 | -0.06 | -4.49 | -1.62 | -0.07 | -3.89 | -7.5 |
| 2015 | -0.69 | 7.16 | -2.18 | 5.38 | 0 | -2.85 | -0.99 | -7.4 | -7 | 7.77 | -1.3 | -3.19 | -6.4 |
| 2016 | -7.75 | -3.29 | 7.56 | 4.93 | -1.89 | -3.64 | 4.41 | 2.66 | 1.1 | 1.21 | 0.45 | 3.23 | 8.3 |
| 2017 | 4.35 | -0.76 | 2.25 | 1.51 | 1.69 | 1.08 | 4.61 | -0.19 | 3.64 | 1.74 | 0.92 | 2.6 | 25.9 |
| 2018 | 5.81 | -5.6 | -1.18 | 2.53 | -3.41 | -2.3 | 3.1 | -3.44 | 1.72 | -8.4 | -0.82 | -5.91 | -17.3 |
| 2019 | 7.83 | 1.58 | -1.35 | 3.14 | -7.36 | 4.15 | -3.16 | -3.97 | 4.43 | 3.32 | 2.19 | 1.54 | 12 |
| 2020 | -5.34 | -8.36 | -21.37 | 6.58 | 3.37 | 3.68 | 0.17 | 6.42 | 87.51 | -50.57 | 16.22 | 7.28 | -4 |
| 2021 | -0.82 | 6.44 | 106.15 | 1.65 | 5.09 | -2.48 | -0.7 | 0.79 | 0.27 | 0 | 0 | 0 | 127.6 |