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    Dimensional Fund Advisors

  • DFA Tax-Managed US Marketwide Value Portfolio II

DFA Tax-Managed US Marketwide Value Portfolio II

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 -0.8 -0.6 1.6 -5.2 -3.6 -3.8 2.5 1.5 11.9 3.6 -3.9 0.5 2.7
2000 8.1 -4.1 2.9 -1.1 6.1 5 -6.3 -1 2.5 11.8 -7 -5.8 9.5
2001 2.2 9.4 0.6 -12.2 -5.9 0.2 -2.8 2.5 6 -3 -1.3 7.2 0.9
2002 -6.5 7.2 5.2 -9.1 1.6 -12.4 -9.8 -1.3 -3.8 4.2 -1.4 -3.4 -27.5
2003 5.1 2.8 7.2 -3.2 4 3.2 0.8 8.5 9.4 0 -2.7 -2.1 37.1
2004 3.2 6.8 1.3 3.7 -0.6 -3.5 3.2 0.8 -1.8 -0.1 2.2 2.2 18.2
2005 0.5 4 -2.4 1.8 -0.1 5.4 2.4 4.4 -3.7 -1.6 4.5 -2.1 13.3
2006 1.9 2.5 3.9 1.9 0.5 -0.6 0.7 -2.8 2.5 2.4 -0.3 5.6 19.4
2007 -4.9 -5.9 0.1 2.5 -0.5 -5.5 -2.2 4.7 3.6 1.1 -1.3 2.6 -6
2008 3.5 -9.9 -22.4 -8.5 2.1 -0.8 -11 2.2 5.7 -1.9 -3.6 -4 0
2009 3.7 4.7 -4.8 4.5 6.6 10.2 -1.4 7.5 17.3 10.6 -13.5 -13 31.3
2010 9.4 0.2 3.9 10 -6.6 8.1 -7.7 -8.5 3.9 7.7 4.6 -2.8 21.5
2011 1 -0.8 13.9 -10.2 -8.3 -4.3 -1.7 -1.6 2.4 0.7 5.7 2.5 -2.9
2012 2.9 0.6 0.3 3.6 3.7 0.9 5.3 -7 -1.9 2.1 5.3 5.2 22.4
2013 2.8 4.1 4.7 3.7 -2.9 6.1 -0.6 3.3 0.8 4.9 1.6 6.6 40.5
2014 1 1.3 1.8 -2.6 3.7 -1.6 2.6 2.4 0.2 1.5 3.7 -4 10.1
2015 -3.3 0.2 7.9 -3.1 -6.3 0.3 -1 1.5 1 -1 7.2 -5 -2.6
2016 2.7 7.6 -1.7 0.5 1 2.7 -0.1 1.2 2.5 7 -0.2 -6.4 17.4
2017 2 3.7 0.9 3.7 -1 1.5 1.7 -0.4 0.9 -0.8 2.8 1.2 17.2
2018 -10.9 2.2 -6.3 0.2 1.9 4.1 -0.1 1 0.5 -2.1 -5.1 5.1 -10.1
2019 0.4 3.9 2.6 3.4 -4.6 1.3 6.8 -7.2 4.1 -1.2 3 9.3 22.7
2020 4.5 14.5 -1.1 -4.1 4.9 3.3 -1 3.6 13.3 -19.6 -10.5 -3.9 -0.4
2021 5.2 -3.2 4.7 -3.5 2.5 -0.2 -1.8 3.1 4.4 5.6 7.1 -0.6 23.9
2022 0 0 0 0 0 0 0 2.2 -6.2 0.9 -0.8 -2.6 -6.6
2023 0 0 0 0 0 0 0 0 0 0 0 0 0
2024 0 0 0 0 0 0 0 0 0 0 0 0 0