DFA US Equity Folio

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Annualized
YTD
2012 (AUG)
1 Yr
2011
3 Yrs
2009-2011
5 Yrs
2007-2011
10 Yrs
2002-2011
15 Yrs
1997-2011
20 Yrs
1992-2011
DFA US Equity Folio
12.27%
-2.64%
16.45%
-0.83%
6.67%
9.28%
11.80%
Benchmark Index
%
-1.50%
14.59%
-1.48%
5.57%
7.14%
9.65%
Annual
DFA
US Equity
Benchmark
Index
1990
-17.77%
-14.54%
1991
38.11%
33.68%
1992
21.50%
19.13%
1993
20.70%
17.91%
1994
1.36%
-0.71%
1995
32.90%
30.95%
1996
24.57%
22.93%
1997
32.94%
32.36%
1998
5.25%
5.65%
1999
13.23%
5.12%
2000
16.27%
8.13%
2001
7.97%
3.01%
2002
-12.25%
-13.71%
2003
42.90%
39.81%
2004
21.06%
18.60%
2005
8.97%
6.83%
2006
20.24%
21.14%
2007
-5.12%
-3.86%
2008
-35.97%
-35.85%
2009
30.55%
25.59%
2010
24.23%
21.64%
2011
-2.64%
-1.50%
Benchmark Index
S&P 500 Index
21.00%
Russell 1000 Value Index
21.00%
Russell 2000 Value Index
50.00%
Dow Jones U.S. REIT Index
8.00%

 

DFA
US Equity
Benchmark
Index
Mean Return
13.14%
11.01%
Median Return
18.26%
13.02%
Worst Return
‐35.97%
‐35.85%
Best Return
42.90%
39.81%
Negative Returns
5
6