IndexStreet Index

30 Years of Risk & Return Data

 Vanguard Index

0% Equity

0% US Stocks

US Large Blend
DFA Enhanced US Large Company DFELX 0%   Vanguard 500 Index VFINX 0%

US Large Value
DFA US Large Cap Value DFLVX 0%   Vanguard Value Index VIVAX 0%

US Micro Cap Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 0%   Vanguard Small Cap Index NAESX 0%

US Small Value
DFA US Small Cap Value DFSVX 0%   Vanguard Small Cap Value Index VISVX 0%

US Real Estate Securities
DFA Real Estate Securities DFREX 0%   Vanguard REIT Index VGSIX 0%

0% International Stocks

International Value (Vanguard is Blend)
DFA International Value DFIVX 0%   Vanguard Developed Markets Index VDMIX 0%

International Small Blend
DFA International Small Company DFISX 0%   No Index Fund Available    

International Small Value
DFA International Small Value DISVX 0%   No Index Fund Available    

Emerging Markets Blend
DFA Emerging Markets DFEMX 0%   Vanguard Emerging Markets Stock Index VEIEX 0%

Emerging Markets Value
DFA Emerging Markets Value DFEVX 0%   No Index Fund Available    

Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX 0%   No Index Fund Available    

100% Fixed Income
DFA One-Year Fixed Income DFIHX 25%   Vanguard Short-Term Bond Index VBISX 100%
DFA Two-Year Global Fixed Income DFGFX 25%        
DFA Five-Year Government DFFGX 25%        
DFA Five-Year Global Fixed Income DFGBX 25%        
 

 

 2003

3-Year

5-Year

10-Year

15-Year

16-Year

 

DFA

Vanguard

DFA

Vanguard

DFA

Vanguard

DFA

Vanguard

DFA

Vanguard

DFA

Vanguard

Annualized Return

1.82

1.92

4.9

4.4

4.91

4.85

5.17

5.26

6.09

6.19

6.13

6.19

Growth of $1

1.02

1.02

1.15

1.14

1.27

1.27

1.66

1.67

2.43

2.46

2.59

2.61

Ann Standard  Dev.

NA

NA

2.81

2.2

2.17

1.8

3.2

2.35

3.1

2.64

3

2.55
       

 

                  

 

 

Returns Matrix Index 0

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices