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 […]
Quarterly Letters
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
