IndexStreet Index

30 Years of Risk & Return Data

 Vanguard Index

40% Equity

28% US Stocks
US Large Blend
DFA Enhanced US Large Company DFELX 8%   Vanguard 500 Index VFINX 8%
US Large Value
DFA US Large Cap Value DFLVX 8%   Vanguard Value Index VIVAX 8%
US Micro Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 4%   Vanguard Small Cap Index NAESX 4%
US Small Value
DFA US Small Cap Value DFSVX 4%   Vanguard Small Cap Value Index VISVX 4%
US Real Estate Securities
DFA Real Estate Securities DFREX 4%   Vanguard REIT Index VGSIX 4%

12% International Stocks
International Value (Vanguard is Blend)
DFA International Value DFIVX 4%   Vanguard Developed Markets Index VDMIX 8%
International Small Blend
DFA International Small Company DFISX 2%   No Index Fund Available    
International Small Value
DFA International Small Value DISVX 2%   No Index Fund Available    
Emerging Markets Blend
DFA Emerging Markets DFEMX 1.2%   Vanguard Emerging Markets Stock Index VEIEX 4%
Emerging Markets Value
DFA Emerging Markets Value DFEVX 1.2%   No Index Fund Available    
Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX 1.6%   No Index Fund Available    

60% Fixed Income
DFA One-Year Fixed Income DFIHX 15%   Vanguard Short-Term Bond Index VBISX 60%
DFA Two-Year Global Fixed Income DFGFX 15%        
DFA Five-Year Government DFFGX 15%        
DFA Five-Year Global Fixed Income DFGBX 15%        
 

 

 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

19.21

16.91

7.45

4.99

7.14

5.73

7.56

7.1

8.84

8.21

9.15

8.54

Growth of $1

1.19

1.17

1.24

1.16

1.41

1.32

2.07

1.99

3.56

3.27

4.06

3.71

Ann Standard  Dev.

NA

NA

10.07

10.3

7.49

7.87

6.37

6.47

7.16

6.85

7.03

6.74
       

 

                  

 

 

Returns Matrix Index 4

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices