Dimensional Fund Advisors

  • DFA US Large Cap Value Portfolio III

DFA US Large Cap Value Portfolio III

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1996 -4.6 7.2 3.2 2 4 -4.4 0 0 0 0 0 0 0
1997 -6.3 1.1 -5.1 5.3 -1.5 10.1 3.1 7.7 3.3 -4.6 2 3.6 18.6
1998 -5.8 6.3 8.1 5.1 -18.2 -3.4 -0.2 -0.9 0.5 5.7 8.7 1.3 3.9
1999 -15.9 -1.6 3.8 -5.4 -3.6 -4.1 1.7 -0.1 10.6 3.2 -2.6 1.9 0
2000 -20.9 -3.2 4 -1.7 5.8 4.5 -7 -0.2 3 14.2 -9 -7 -20.1
2001 -9.2 9.4 -0.1 -11.1 -4.4 0.7 -2 2.9 6 -3.1 -0.1 4.9 -7.8
2002 -5.7 6.9 3.9 -11.1 1.5 -11.1 -6.1 0.6 -0.9 4.1 1.3 1.1 0
2003 5.6 2.2 6.7 -2.2 3.5 2.5 1.1 6.6 9.3 -0.4 -2.9 -2.4 32.9
2004 3.5 6.6 1.2 2.8 0 -3.2 2.5 0.5 -1.7 -0.4 2.5 1.7 16.9
2005 -1 4 -2.6 1.2 -0.8 5 1.8 4.3 -3.4 -0.4 3.1 -2.5 8.4
2006 -1 1.9 4 2.4 1.6 -1.5 0.5 -1.8 2.8 1.6 -0.3 4.8 15.7
2007 -0.3 -5.6 0.6 2.6 -1.9 -6.2 -1.6 4.1 4.3 0.5 -1.5 2.9 -2.8
2008 3.2 -9.8 -22.5 -9 1.9 -1.1 -11 2.4 6.3 -1 -3.1 -3.8 -40.8
2009 2.8 5.6 -4.3 4.3 6.8 9.5 -1.3 7.8 16.2 10 -13.9 -11.9 30.6
2010 9.8 -0.8 3.7 9.8 -6 7.8 -7.6 -8.5 3.1 7.8 4.4 -2.4 20.4
2011 0.8 -0.8 13.9 -10.1 -8.5 -4.6 -1.8 -1.4 2.5 0.5 5.4 3.2 -3.1
2012 3 0.2 0.3 3.7 4 1 5.4 -7.1 -2.1 1.8 5.8 5 22.2
2013 2.7 4.2 5.1 2.9 -2.9 6 -1.1 4.1 1.1 4.8 1.3 7 40.6
2014 0.7 1.2 0.8 -2.5 3.2 -0.8 2.7 2.2 0.7 2.4 3.4 -4 10.2
2015 -3.1 0.4 8.2 -3.2 -6.1 -0.3 -1.6 1.1 2 -1.9 7.1 -5 -3.3
2016 2.6 7.9 -1.7 0.5 1.2 3.4 -0.1 1.3 2.7 7.3 0.2 -6.8 19.1
2017 2.4 3.6 1.5 3.9 -0.9 1.7 1.6 -0.1 0.7 -0.9 3 1.4 19.2
2018 -11 2.3 -6.4 0.1 1.4 4.2 -0.7 1 0.2 -2.2 -5 5.2 -11.6
2019 -1.2 4.5 2.2 3.3 -4.1 1.1 7.4 -7.7 3.5 -1 2.5 8.7 19.3
2020 3.7 15.2 -1.3 -4.2 4.4 3.2 -0.8 3.2 13 -20.7 -10.6 -4.1 -3
2021 1.2 -2.6 4.2 -3.8 2.2 -0.2 -1.9 3.4 3.8 12 7.7 -4.4 20.6
2022 -8.3 5.9 12.9 -9.2 -2.8 6.3 -11.2 4.4 -5.8 1.4 -0.5 -1.7 -10.9
2023 1.7 7.3 -4 -3.4 -2.7 4.3 6.5 -4.8 1.1 -2.4 -3.5 6.2 5.3
2024 -3.9 5.8 3.9 0.7 0 0 0 0 0 0 0 0 6.4