During the first quarter of 2024, the best performing asset classes were U.S. and international large stocks. The following chart shows the 3-month, 1-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending March 31, 2024 DFA Fund / Index 3 Month Return 1 Year Return* […]
Quarterly Letters
Client Letter – Q4 2023
During the past quarter, the best performing asset classes were U.S. small stocks, small value stocks, and real estate. The following chart shows the 3-month, 1-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending December 31, 2023 DFA Fund / Index 3 Month Return 1 […]
Client Letter – Q3 2023
During the last quarter, the best performing asset classes were short-term bonds, international large stocks, and small value stocks. The following chart shows the 3-month, 1-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending September 30, 2023 DFA Fund / Index 3 Month Return 1 […]
Client Letter – Q2 2023
During the second quarter of 2023, the best performing asset classes were U.S. large stocks, small stocks, and small value stocks. The following chart shows the 3-month, 1-year, and 3-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending June 30, 2023 DFA Fund / Index 3 Month […]
Client Letter – Q1 2023
During the first quarter of 2023, the best performing asset classes were international large stocks, U.S. large stocks, and international small value stocks. The following chart shows the 3-month, 1-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending March 31, 2023 DFA Fund / Index […]
Client Letter – Q4 2022
During the past quarter, the best performing asset classes were international large value, international small and small value stocks. The following chart shows the 3-month, 1-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending December 31, 2022 DFA Fund / Index 3 Month Return 1 […]
Client Letter – Q3 2022
During the last quarter, the best performing asset classes were short-term bonds, U.S. small value stocks, and U.S. small stocks. The following chart shows the year-to-date, 10-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending September 30, 2022 DFA Fund / Index Year-To-Date Return 10 […]
Client Letter – Q2 2022
During the second quarter of 2022, the best performing asset classes were bonds and emerging markets stocks. The following chart shows the 3-month, year-to-date (YTD), and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending June 30, 2022 DFA Fund / Index 3 Month Return Year to […]
Client Letter – Q1 2022
During the first quarter of 2022, the best performing asset classes were international large stocks, U.S. large value stocks, and U.S. small value stocks. The following chart shows the 3-month, 10-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending March 31, 2022 DFA Fund / […]
Client Letter – Q4 2021
During the past quarter, the best performing asset classes were real estate and U.S. small value stocks. The following chart shows the 1-year, 10-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending December 31, 2021 DFA Fund / Index 1 Year Return 10 Year Return* […]
