Dimensional Fund Advisors

  • DFA US Small Cap Value Portfolio

DFA US Small Cap Value Portfolio

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1993 2 -1.8 3.4 3.5 3.2 3 0 2.7 -2.1 -0.8 0 0 0
1994 1 -3.4 -1.4 -0.3 3.4 1.7 -1.8 0.3 0.7 -3.3 -0.3 5.2 1.2
1995 1.5 3.7 -4.9 1.3 3.2 5.4 4 2.8 3.5 1.2 3.5 1 29
1996 2.2 4.7 0.7 3.3 4.6 -6.2 -2.1 3.9 5.2 2.8 2.2 -0.4 22.3
1997 0.1 -0.9 -3.6 7.7 3.5 6 6.3 9.5 -0.4 -2.7 0 2.5 30.8
1998 2.4 5.3 4.3 2.8 -18.4 -7.4 -2 -3.8 1.9 4.1 7.5 -1.2 -7.3
1999 5.7 4.5 -3.4 -2.7 -2.7 -0.5 6.1 4.7 10.7 -1.9 -8.2 1.6 13
2000 7.8 -5.4 -3.8 -1.9 7.4 -0.1 5 -4.2 -3.5 0.3 9.3 -0.8 9.1
2001 7.3 7.8 3.9 -14.6 -1.3 1.4 0.6 6.2 6.1 -2.5 -1.9 10.3 23
2002 -4.1 9.3 1.6 -7.3 -1.3 -15.6 -2.1 -3.2 4.5 9.9 -0.2 1.5 -9.1
2003 5.4 4.2 10 -0.8 5.1 7 3.7 11.7 10.6 -0.2 -4.1 -3.5 0
2004 3.6 10 1 4.9 -1.5 -5.3 6.7 0.4 -3.2 0.9 1.4 4.9 25.4
2005 0.2 5.9 -4.5 0.8 -1.7 7.1 4.2 6.7 -7.3 -2 2.7 -3.6 7.7
2006 1.3 3 5.4 1.2 2 -3.8 0.1 -4.4 1 6.1 -0.4 8.8 21.4
2007 -1.2 -8.7 1.1 -0.3 -0.8 -7.6 -1.5 3.7 1.8 1.1 -0.2 2.2 -10.8
2008 5.3 -13 -22.1 -6.9 4.2 2.1 -10.1 4.1 1.7 0.8 -2.8 -3.9 -36.8
2009 7.9 3.1 -7.5 6.3 5.1 13.4 0.4 3.2 19.7 10.4 -12.7 -14.3 33.6
2010 9.2 4.5 4.2 12.9 -8.4 8.7 -10.1 -9.9 8.1 8.9 6.2 -3.2 30.9
2011 1 -0.7 15.8 -12.6 -10.6 -2.9 -1.8 -3.1 1.3 2.1 6.3 0.3 -7.6
2012 3.7 1.8 -0.8 3.3 4.2 -0.2 4.4 -7.1 -1.6 2.3 3.2 7.4 21.7
2013 2.7 5.1 3.5 5.2 -4.2 7.3 -0.7 5.4 -1.1 4.9 1.8 6.6 42.4
2014 2.3 -0.3 4.6 -7 5.8 -5.8 4.4 0.8 -1.9 1.2 5.5 -5.1 3.5
2015 -6.2 3.2 5.3 -4.5 -4 -3.7 0.1 1.4 -1.3 1.8 5.9 -5 -7.8
2016 3.5 14.9 -3.1 1.2 1.7 4.9 -1.2 0.5 1.8 8.8 1.2 -7.2 28.3
2017 0.1 2.1 1 7.9 -2.6 0.8 2.6 -3.5 0.5 -1.1 0.3 -0.5 7.3
2018 -12.8 0.9 -9.4 -3.2 2.8 1.6 0.1 6.3 1.3 0.9 -4.7 1.5 -15.1
2019 1.1 3.9 1.8 5.6 -8 0.4 7.4 -11.5 4 -3.8 3.3 12 14.8
2020 8.6 17.5 4 -7.2 5.6 3.2 2.7 2.6 15.8 -26.8 -10.8 -6.9 -0
2021 -4 -2.3 3.8 -1.1 2.2 -2.1 -2.8 4.6 2.3 17.9 12.2 -4.3 26.3
2022 -11 5.1 14.7 -9.8 -2.2 9.9 -11.1 3.9 -5.7 0.7 2 -2.9 -9.6
2023 8.4 8.5 -4.9 -4.7 -3.1 6.8 9.9 -3.5 -1.8 -7.5 -0.9 8.6 14.4
2024 -5.3 4.9 2.6 -2.8 0 0 0 0 0 0 0 0 -0.9