DFA Global Equity Folio (click here for the printable PDF)
Annualized
YTD
2012 (JAN)
2012 (JAN)
1 Yr
2011
2011
3 Yrs
2009-2011
2009-2011
5 Yrs
2007-2011
2007-2011
10 Yrs
2002-2011
2002-2011
15 Yrs
1997-2011
1997-2011
20 Yrs
1992-2011
1992-2011
DFA Global Equity Folio
6.75%
-7.76%
16.33%
-0.64%
8.52%
9.15%
11.21%
Benchmark Index
6.41%
-6.12%
14.79%
-1.28%
7.05%
7.19%
9.46%
Annual
DFA Global
Equity Folio
Equity Folio
Benchmark
Index
Index
1990
-15.17%
-13.29%
1991
31.96%
29.55%
1992
11.88%
11.51%
1993
32.41%
29.69%
1994
4.18%
2.24%
1995
22.67%
22.58%
1996
19.17%
18.63%
1997
18.02%
19.84%
1998
4.62%
5.32%
1999
21.83%
14.74%
2000
6.02%
0.19%
2001
2.99%
-0.82%
2002
-9.36%
-12.06%
2003
48.56%
44.88%
2004
24.12%
22.23%
2005
13.14%
11.35%
2006
23.72%
24.26%
2007
1.91%
2.67%
2008
-39.63%
-39.42%
2009
38.70%
35.28%
2010
23.06%
19.40%
2011
-7.76%
-6.12%
Benchmark Index
S&P 500 Index
15.00%
Russell 1000 Value Index
15.00%
Russell 2000 Value Index
35.00%
Dow Jones U.S. REIT Index
5.00%
MSCI EAFE Value Index
8.00%
MSCI EAFE Small Value Index
5.00%
MSCI EAFE Small Cap Index
5.00%
MSCI Emerging Markets Index
3.00%
MSCI Emerging Markets Value Index
4.00%
MSCI Emerging Markets Small Cap Index
5.00%
DFA Equity
Equity Folio
Equity Folio
Benchmark
Index
Index
Mean Return
12.59%
11.03%
Median Return
15.58%
13.13%
Worst Return
-39.63%
-39.42%
Best Return
48.56%
44.88%
Negative Returns
4
5
