IndexStreet Index

30 Years of Risk & Return Data

Vanguard Index

10% Equity

7% US Stocks
US Large Blend
DFA Enhanced US Large Company DFELX 2%   Vanguard 500 Index VFINX 2%
US Large Value
DFA US Large Cap Value DFLVX 2%   Vanguard Value Index VIVAX 2%
US Micro Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 1%   Vanguard Small Cap Index NAESX 1%
US Small Value
DFA US Small Cap Value DFSVX 1%   Vanguard Small Cap Value Index VISVX 1%
US Real Estate Securities
DFA Real Estate Securities DFREX 1%   Vanguard REIT Index VGSIX 1%

3% International Stocks
International Value (Vanguard is Blend)
DFA International Value DFIVX 1%   Vanguard Developed Markets Index VDMIX 2%
International Small Blend
DFA International Small Company DFISX 0.5%   No Index Fund Available    
International Small Value
DFA International Small Value DISVX 0.5%   No Index Fund Available    
Emerging Markets Blend
DFA Emerging Markets DFEMX 0.3%   Vanguard Emerging Markets Stock Index VEIEX 1%
Emerging Markets Value
DFA Emerging Markets Value DFEVX 0.3%   No Index Fund Available    
Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX .04%   No Index Fund Available    

90% Fixed Income
DFA One-Year Fixed Income DFIHX 22.5%   Vanguard Short-Term Bond Index VBISX 90%
DFA Two-Year Global Fixed Income DFGFX 22.5%        
DFA Five-Year Government DFFGX 22.5%        
DFA Five-Year Global Fixed Income DFGBX 22.5%        
 

 

 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

6.17

5.67

5.63

4.64

5.53

5.13

5.8

5.76

6.81

6.73

6.92

6.81

Growth of $1

1.06

1.06

1.18

1.15

1.31

1.28

1.76

1.75

2.69

2.66

2.92

2.87

Ann Standard  Dev.

NA

NA

0.49

1.24

0.39

1.13

3.12

2.52

3.4

2.93

3.31

2.84
       

 

                  

 

 

Returns Matrix Index 1

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices