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    Dimensional Fund Advisors

  • DFA Tax-Managed DFA International Value Portfolio

DFA Tax-Managed DFA International Value Portfolio

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1998 0 0 0 0 0 0 0 0 0 0 0 0 0
1999 4.7 -1.9 -0.5 0.3 1.5 3.9 4.2 -4.7 0 0 0 0 7.3
2000 3.9 1 -0.6 -2.9 0.8 -3 5.7 2.9 -3.1 6.3 -3.7 -7.4 -1
2001 -1.2 4.4 3.2 -13.3 0.3 -2.2 -2.2 -1.4 6.5 -6.4 -2.3 0.9 -14.2
2002 -3.2 3.2 3.6 -11.6 -0.1 -9.1 -4.3 3.6 1.7 6.1 0.3 -3.4 -13.9
2003 7.4 1.8 7.1 3.3 3.6 4 3.2 6.9 10.1 -1.7 -2.2 -2.3 48.6
2004 5.2 7.4 3.6 2.7 0.8 -3.9 4.1 0.8 -3 1.5 2.7 2.8 27.1
2005 5.8 1.6 -1.7 3.1 3.6 4.4 1.7 0.1 -3 -2.5 4 -0.6 17.3
2006 3.8 3.4 4.4 1.2 3.3 1.6 -0.9 -4.1 5.1 3.8 1 6.2 32.5
2007 -2.2 -5.8 4.9 5.3 -1.2 -2.7 -0.8 3.4 4.9 3.3 -0.2 1.9 10.7
2008 7.1 -6.5 -22.7 -10.8 -4.2 -2.6 -9.7 0.1 4.4 1.4 -1.5 -8.3 -44.4
2009 1.2 3 -3.9 4.9 5.4 11.7 -1.3 14.9 18 10 -12.6 -13.3 37.8
2010 9.3 -4.8 3.6 10.7 -4.8 11.9 -1.7 -11.7 -1.7 7.6 0.3 -5.9 10.2
2011 -2.9 -3.2 9.9 -10.8 -10.6 -3.2 -1.7 -3.8 5.2 -2.7 3.3 4.3 -16.7
2012 5 1.5 1.2 3.5 4.1 -0.5 7.1 -12.5 -3.7 -0.9 5.5 6.7 16.3
2013 2.1 0.4 3.4 7.7 -0.7 6.7 -3.6 -1.4 4.8 0.2 -3.1 4.9 22.7
2014 -3.9 -0.1 -1.6 -4.5 -0.1 -2.3 1.2 1.1 1.5 -0.7 5.6 -3.7 -7.5
2015 -3.2 -1.3 7.8 -7 -7.4 -1 -2.9 0 5.4 -2.2 7.2 -0.7 -6.4
2016 3.2 0.5 1.2 1.1 2.7 4.4 -3.6 -1.9 4.9 7.6 -3.3 -7.8 8.3
2017 2.6 0.9 1.7 3.6 -0.2 4.6 1.1 1.7 1.5 2.3 -0.8 4.4 25.9
2018 -5.9 -0.8 -8.4 1.7 -3.4 3.1 -2.3 -3.4 2.5 -1.2 -5.6 5.8 -17.3
2019 1.5 2.2 3.3 4.4 -4 -3.2 4.2 -7.4 3.1 -1.4 1.6 7.8 12
2020 7.3 16.2 -50.6 87.5 6.4 0.2 3.7 3.4 6.6 -21.4 -8.4 -5.3 -4
2021 0 0 0 0.3 0.8 -0.7 -2.5 5.1 1.7 106.2 6.4 -0.8 127.6
2022 0 0 0 0 0 0 0 0 0 0 0 0 0
2023 0 0 0 0 0 0 0 0 0 0 0 0 0
2024 0 0 0 0 0 0 0 0 0 0 0 0 0