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, 2022DFA Fund / IndexYear-To-Date Return10 Year Return*20 Year Return*S&P […]

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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, 2022DFA Fund / Index3 Month ReturnYear to Date Return20 Year Return*S&P […]

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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, 2022DFA Fund / Index3 Month […]

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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, 2021DFA Fund / Index1 Year Return10 Year Return*20 Year Return*S&P 500 Index28.7116.559.52DFA […]

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Client Letter – Q3 2021

During the last quarter, the best performing asset classes were U.S. large stocks, international small value stocks, and inflation-protected bonds.  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, 2021DFA Fund / Index3 Month Return1 Year Return20 Year […]

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Client Letter – Q2 2021

During the second quarter of 2021, the best performing asset classes were U.S. large stocks and real estate.  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 June 30, 2021DFA Fund / Index1 Year Return10 Year Return*20 Year Return*S&P 500 […]

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Client Letter – Q1 2021

During the first quarter of 2021, the best performing asset classes were U.S. small and U.S. 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, 2021DFA Fund / Index3 Month Return1 Year Return*20 Year Return*S&P […]

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Client Letter – Q4 2020

During the past quarter, the best performing asset classes were U.S. small, U.S. small value, and international large 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, 2020DFA Fund / Index3 Month Return1 Year Return20 Year […]

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Client Letter – Q3 2020

During the last quarter, the best performing asset classes were U.S. large stocks, international small stocks, and emerging markets 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 September 30, 2020DFA Fund / Index3 Month Return10 Year Return*20 Year […]

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Client Letter – Q2 2020

During the second quarter of 2020, the best performing asset classes were U.S. and international small and 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 June 30, 2020DFA Fund / Index3 Month Return10 Year Return*20 Year Return*S&P […]

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