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
2008 6.8 -13 -21.7 -6.2 4.5 0 0 0 0 0 0 0 0
2009 8 3.3 -7.2 5.6 5.4 11.9 -0.2 3.4 19.5 11.1 -13.2 -13.8 32.2
2010 8.9 4 3.7 12.2 -8.1 7.7 -9.5 -9 7.2 8.3 5.6 -2.4 28.5
2011 0.9 0.3 15.7 -12.4 -10.1 -3.6 -2.2 -2.5 1.6 1.9 5.6 0.7 -6.5
2012 3.4 1.7 -0.6 3.1 4.6 -0.5 4 -7.5 -1.6 1.8 3.6 6.1 18.8
2013 2.6 4.4 4.3 5.6 -3.7 7 -0.7 4.9 -1 4.8 1.7 6.8 42.7
2014 1.3 -0.6 3.1 -6 5.1 -5 4.2 1 -1.9 2 5.2 -4.8 2.7
2015 -6 2.3 6.1 -4.9 -4.1 -2.6 -0.4 1.4 -1.1 1.4 7.1 -4.4 -5.9
2016 2.8 13.7 -3 0.7 1.5 4.9 -1.3 0.6 2 8.6 1.3 -6.8 26.3
2017 0.6 3.1 0.7 7.3 -2.8 0.9 3.3 -3.4 -0.6 -0.9 1 0.2 9.4
2018 -12.7 1.6 -9.9 -2.9 2.4 2 -0 5 0.9 0.6 -4.8 2.1 -16
2019 1 2.9 1.6 5.6 -7.4 0.7 7.7 -10.8 4.8 -3.7 3.8 11.9 16.9
2020 8.1 18.2 3.9 -5.9 5.5 3.3 2.8 3.3 15.9 -27.5 -11 -6.2 1.8
2021 -2 -2.5 4.4 -1.4 2.5 -1.8 -2.6 4 2.9 15 12 -2.9 28
2022 -9.5 5.4 13.5 -9.7 -2.3 9.8 -11.3 4 -5.9 0.5 2.4 -3.2 -9.3
2023 0 0 0 0 0 0 7.9 -3 -2.3 -6.9 -1.1 9.2 2.9
2024 0 0 0 0 0 0 0 0 0 0 0 0 0