IndexStreet Index

30 Years of Risk & Return Data

 Vanguard Index

30% Equity

21% US Stocks
US Large Blend
DFA Enhanced US Large Company DFELX 6%   Vanguard 500 Index VFINX 6%
US Large Value
DFA US Large Cap Value DFLVX 6%   Vanguard Value Index VIVAX 6%
US Micro Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 3%   Vanguard Small Cap Index NAESX 3%
US Small Value
DFA US Small Cap Value DFSVX 3%   Vanguard Small Cap Value Index VISVX 3%
US Real Estate Securities
DFA Real Estate Securities DFREX 3%   Vanguard REIT Index VGSIX 3%

9% International Stocks
International Value (Vanguard is Blend)
DFA International Value DFIVX 3%   Vanguard Developed Markets Index VDMIX 6%
International Small Blend
DFA International Small Company DFISX 1.5%   No Index Fund Available    
International Small Value
DFA International Small Value DISVX 1.5%   No Index Fund Available    
Emerging Markets Blend
DFA Emerging Markets DFEMX 0.9%   Vanguard Emerging Markets Stock Index VEIEX 3%
Emerging Markets Value
DFA Emerging Markets Value DFEVX 0.9%   No Index Fund Available    
Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX 1.2%   No Index Fund Available    

70% Fixed Income
DFA One-Year Fixed Income DFIHX 17.5%   Vanguard Short-Term Bond Index VBISX 70%
DFA Two-Year Global Fixed Income DFGFX 17.5%        
DFA Five-Year Government DFFGX 17.5%        
DFA Five-Year Global Fixed Income DFGBX 17.5%        
 

 

 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

14.86

13.16

6.9

4.93

6.64

5.57

6.99

6.67

8.19

7.74

8.43

7.99

Growth of $1

1.15

1.13

1.22

1.16

1.38

1.31

1.97

1.91

3.26

3.06

3.65

3.42

Ann Standard  Dev.

NA

NA

6.86

7.22

5.08

5.53

4.99

4.95

5.69

5.34

5.58

5.25
       

 

                  

 

 

Returns Matrix Index 3

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices