Dimensional Fund Advisors

  • DFA US Large Company Portfolio

DFA US Large Company Portfolio

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1999 5.9 2 6.4 0 0 0 0 0 0 0 0 0 0
2000 0.2 -7.9 -0.4 -5.6 6.3 -1.4 2 -2 -3.1 9.7 -1.8 -5.1 -9.9
2001 0.5 7.7 1.8 -8.3 -6.3 -1 -2.6 0.6 7.8 -6.6 -9.1 3.5 -13.1
2002 -6.8 6.2 8.8 -11.1 0.6 -7.7 -7.4 -0.7 -6.1 3.5 -1.9 -1.5 -23.4
2003 4.6 0.9 5.8 -1.5 1.9 1.7 0.9 5.3 8.3 0.6 -1.5 -2.6 26.5
2004 2.5 4.1 1.5 0.7 0.4 -3.4 1.6 1.4 -1.6 -1.7 1.4 1.8 8.7
2005 -0.6 3.8 -1.7 0.3 -0.9 3.8 -0.2 3.1 -1.8 -2 2.2 -2.4 3.2
2006 0.8 1.9 3.3 2.1 2.4 0.6 -0.3 -2.9 1.4 1 0.2 2.7 13.6
2007 -1.3 -4.2 1.6 3.3 1.5 -3.1 -2.1 3.4 4.5 0.7 -2 1.5 3.5
2008 0 -7.1 -16.7 -9.3 1.4 -0.8 -8.8 1.3 4.8 -0.8 -3.2 -6 -38.3
2009 1.3 6 -1.9 3.2 3.6 7.6 -0.4 5.7 9.6 8.1 -10.6 -8.3 23.7
2010 6.7 0 3.8 8.9 -4.5 7 -5.2 -8 1.5 5.7 3.1 -3.5 14.7
2011 1.1 -0.3 11 -7.1 -5.4 -2 -1.7 -1.1 2.9 0.1 3.4 2.4 2.1
2012 0.9 0.6 -1.9 2.6 2.2 1.4 4.1 -6.1 -0.6 3.4 4.3 4.4 15.8
2013 2.5 3 4.6 3.2 -2.9 5.1 -1.3 2.3 1.9 3.8 1.4 5.2 32.3
2014 -0.3 2.7 2.4 -1.4 4 -1.4 2.1 2.3 0.7 0.8 4.6 -3.5 13.5
2015 -1.6 0.4 8.4 -2.5 -6 2.1 -1.9 1.3 0.9 -1.6 5.8 -3 1.4
2016 2 3.7 -1.8 0.1 0.1 3.7 0.2 1.8 0.4 6.8 -0.1 -5 11.9
2017 1.1 3 2.4 2.1 0.3 2.1 0.6 1.4 1 0.1 4 1.9 21.7
2018 -9.1 2 -6.9 0.6 3.2 3.7 0.6 2.4 0.4 -2.6 -3.7 5.8 -4.4
2019 1.5 4 2.2 1.5 -1.6 1.5 6.5 -6.4 4.1 1.5 3.2 8 28.3
2020 -1.7 10.6 -2.7 -7.4 7.2 5.6 2 4.3 12.8 -12.9 -8.2 -0 13.6
2021 -1.2 -0.7 7 -4.9 3 2.4 2.3 0.7 5.3 10.7 2.8 -1 20.4
2022 -10.1 5.6 8.1 -9.6 -4.1 9.2 -8.6 0.2 -8.7 3.4 -3 -5.2 -22.8
2023 1.2 9.2 -2.1 -5.1 -1.6 3.2 6.2 0.4 1.6 3.3 -2.5 6.3 20.9
2024 -1.03 2.92 1.68