IndexStreet Index

30 Years of Risk & Return Data

Vanguard Index

20% Equity

14% US Stocks
US Large Blend
DFA Enhanced US Large Company DFELX 4%   Vanguard 500 Index VFINX 4%
US Large Value
DFA US Large Cap Value DFLVX 4%   Vanguard Value Index VIVAX 4%
US Micro Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 2%   Vanguard Small Cap Index NAESX 2%
US Small Value
DFA US Small Cap Value DFSVX 2%   Vanguard Small Cap Value Index VISVX 2%
US Real Estate Securities
DFA Real Estate Securities DFREX 2%   Vanguard REIT Index VGSIX 2%

6% International Stocks
Internatinal Value (Vanguard is Blend)
DFA International Value DFIVX 2%   Vanguard Developed Markets Index VDMIX 4%
International Small Blend
DFA International Small Company DFISX 1%   No Index Fund Available    
International Small Value
DFA International Small Value DISVX 1%   No Index Fund Available    
Emerging Markets Blend
DFA Emerging Markets DFEMX 0.6%   Vanguard Emerging Markets Stock Index VEIEX 2%
Emerging Markets Value
DFA Emerging Markets Value DFEVX 0.6%   No Index Fund Available    
Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX 0.8%   No Index Fund Available    

80% Fixed Income
DFA One-Year Fixed Income DFIHX 20%   Vanguard Short-Term Bond Index VBISX 80%
DFA Two-Year Global Fixed Income DFGFX 20%        
DFA Five-Year Government DFFGX 20%        
DFA Five-Year Global Fixed Income DFGBX 20%        
 

 

 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

10.51

9.41

6.3

4.81

6.11

5.37

6.41

6.23

7.51

7.25

7.69

7.41

Growth of $1

1.11

1.09

1.2

1.15

1.34

1.3

1.86

1.83

2.96

2.86

3.27

3.14

Ann Standard  Dev.

NA

NA

3.65

4.16

2.68

3.22

3.82

3.56

4.37

3.97

4.28

3.89
       

 

                  

 

 

Returns Matrix Index 2

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices