DFA Global Equity Folio

 

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Annualized
YTD
2013 (MAR)
1 Yr
2012
3 Yrs
2010-2012
5 Yrs
2008-2012
10 Yrs
2003-2012
15 Yrs
1998-2012
20 Yrs
1993-2012
DFA Global Equity Folio
9.67%
19.72%
10.54%
2.33%
11.42%
9.11%
11.35%
Benchmark Index
9.15%
18.72%
9.73%
1.72%
10.40%
7.31%
9.52%
Annual
DFA Global
Equity Folio
Benchmark
Index
1993
31.52%
29.07%
1994
3.22%
1.13%
1995
22.75%
20.57%
1996
18.47%
16.91%
1997
17.65%
16.39%
1998
4.84%
3.93%
1999
20.26%
12.69%
2000
6.37%
2.97%
2001
2.65%
-0.20%
2002
-9.01%
-11.02%
2003
48.61%
43.64%
2004
24.15%
22.22%
2005
12.80%
11.13%
2006
23.86%
24.77%
2007
1.92%
1.45%
2008
-39.98%
-38.19%
2009
38.42%
33.31%
2010
22.68%
19.40%
2011
-8.05%
-6.78%
2012
19.72%
18.72%
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
2.50%
MSCI EAFE Value Index
8.00%
MSCI EAFE Small Value Index
5.00%
MSCI EAFE Small Cap Index
5.00%
S&P Global ex US REIT Index
2.50%
MSCI Emerging Markets Index
3.00%
MSCI Emerging Markets Value Index
3.00%
MSCI Emerging Markets Small Cap Index
5.00%

 

DFA Equity
Equity Folio
Benchmark
Index
Mean Return
13.14%
11.11%
Median Return
18.06%
14.54%
Worst Return
-39.98%
-39.19%
Best Return
48.61%
43.64%
Negative Returns
3
4