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 6.5 -13.1 -21.6 -6.4 4.5 2.6 -10.4 4.6 3.4 0.4 0 0 0
2009 7.8 3.4 -7.2 5.6 5.3 12 -0.4 3.4 19.5 11 -13.2 -13.6 31.8
2010 8.9 4.1 3.7 12.2 -8.1 7.8 -9.5 -9 7.3 8.3 5.7 -2.3 29
2011 1 0.3 15.7 -12.4 -10 -3.5 -2.2 -2.5 1.6 1.9 5.6 0.7 -6.4
2012 3.4 1.7 -0.6 3.2 4.6 -0.5 4 -7.5 -1.6 1.9 3.6 6.1 19
2013 2.6 4.4 4.3 5.6 -3.7 7 -0.7 4.9 -1 4.9 1.7 6.9 43
2014 1.2 -0.6 3.2 -6 5.1 -5 4.3 1 -1.9 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 -4.4 -5.8
2016 2.8 13.7 -2.9 0.9 1.5 5 -1.3 0.6 2.1 8.5 1.4 -6.8 26.7
2017 0.7 3.1 0.7 7.3 -2.8 0.9 3.4 -3.4 -0.6 -0.9 1 0.2 9.6
2018 -12.7 1.6 -9.8 -2.9 2.4 2 -0 5.1 1 0.6 -4.7 2.1 -15.9
2019 0.2 3.7 1.6 5.6 -7.4 0.7 7.6 -10.8 4.7 -3.7 3.8 11.9 16.9
2020 7.5 18.5 3.9 -6.1 5.6 3.2 2.9 3.3 15.9 -27.6 -11 -6.2 1.8
2021 -2 -2.5 4.4 -1.5 2.5 -1.9 -2.6 4 10.9 6.7 12 -2.6 28
2022 -9.5 5.4 13.5 -9.7 -2.3 9.8 -11.4 4 -5.9 0.5 2.5 -3.2 -9.3
2023 0 0 0 0 0 0 7.9 -2.9 -2.3 -6.9 -1.1 9.2 3
2024 0 0 0 0 0 0 0 0 0 0 0 0 0