Dimensional Fund Advisors

  • DFA US Targeted Value Portfolio

DFA US Targeted Value Portfolio

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2000 6.5 -3.3 0.2 -1.4 5.5 2.5 -2.5 -1.4 1 9.8 0 0 0
2001 -0.2 9.2 2.9 -15 -0.9 2 1.5 3.5 6.7 -3.7 -0.2 6.3 10.4
2002 -16.9 11.4 2.6 -8.9 0 -14.7 -3.7 -3.2 2.8 8.6 2.2 1.4 -20.4
2003 -6.5 4.1 9.7 -1.3 6.5 5.8 1.6 11.4 11.9 -0.3 -4.3 -4.6 36.8
2004 -6.3 9.2 0.9 4.4 -0.7 -4.8 5.6 1.5 -3.4 0.9 1.6 4.6 13.1
2005 -8.7 6.6 -4.4 -0.2 -1.6 6.1 3.9 6.7 -6.8 -0.9 2.8 -3.2 -1.2
2006 -7.7 3.4 4.9 0.7 2.3 -3.1 0.2 -3.5 1.3 4.1 -1.1 8 9
2007 -3.9 -7.1 0.2 -0.2 -0.3 -7.3 -1.5 4.3 2 0.7 -0.5 2.1 -11.5
2008 6.5 -13 -21.7 -6.3 4.5 2.6 -10.3 4.6 3.3 0.6 -2.5 -4.8 -34.1
2009 7.9 3.3 -7.2 5.6 5.4 11.9 -0.3 3.4 19.5 10.9 -13.1 -13.7 31.9
2010 8.9 4 3.7 12.3 -8.1 7.8 -9.5 -9 7.2 8.3 5.6 -2.3 29
2011 1 0.3 15.7 -12.4 -10 -3.5 -2.2 -2.5 1.6 1.9 5.7 0.7 -6.3
2012 3.5 1.7 -0.6 3.2 4.6 -0.5 4.1 -7.5 -1.6 1.9 3.6 6.1 19.2
2013 2.6 4.5 4.3 5.6 -3.7 7 -0.7 5 -1 4.9 1.7 6.8 43
2014 1.2 -0.5 3.1 -6 5.1 -5 4.2 1 -1.8 2 5.2 -4.7 2.9
2015 -6.1 2.4 6.2 -4.9 -4.1 -2.6 -0.4 1.5 -1 1.4 7.2 -4.3 0
2016 2.8 13.7 -2.9 0.9 1.5 5 -1.3 0.7 2.1 8.5 1.4 -6.8 26.9
2017 0.7 3.1 0.7 7.3 -2.8 0.9 3.4 -3.4 -0.5 -0.9 1 0.2 9.7
2018 -12.7 1.6 -9.8 -2.8 2.4 2 -0 5.1 1 0.6 -4.7 2.1 -15.8
2019 0.2 3.7 1.6 5.6 -7.4 0.7 7.6 -10.8 4.8 -3.7 3.8 11.9 16.9
2020 7.8 18.2 3.9 -6.1 5.6 3.2 2.9 3.2 15.9 -27.6 -11 -6.2 1.8
2021 -2 -2.5 4.4 -1.5 2.5 -1.8 -2.6 4 10.9 6.7 12 -2.6 28
2022 -9.6 5.4 13.5 -9.7 -2.3 9.8 -11.4 4 -5.9 0.4 2.5 -3.1 -9.3
2023 10.3 8.1 -5.2 -6.4 -1.9 7.1 9.8 -3 -2.3 -6.9 -1 9.2 16.4
2024 0 0 2.9 -3.2 0 0 0 0 0 0 0 0 -0.4