IndexStreet Index

30 Years of Risk & Return Data

 Vanguard Index

50% Equity

35% US Stocks
US Large Blend
DFA Enhanced US Large Company DFELX 10%   Vanguard 500 Index VFINX 10%
US Large Value
DFA US Large Cap Value DFLVX 10%   Vanguard Value Index VIVAX 10%
US Micro Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 5%   Vanguard Small Cap Index NAESX 5%
US Small Value
DFA US Small Cap Value DFSVX 5%   Vanguard Small Cap Value Index VISVX 5%
US Real Estate Securities
DFA Real Estate Securities DFREX 5%   Vanguard REIT Index VGSIX 5%

15% International Stocks
International Value (Vanguard is Blend)
DFA International Value DFIVX 5%   Vanguard Developed Markets Index VDMIX 10%
International Small Blend
DFA International Small Company DFISX 2.5%   No Index Fund Available    
International Small Value
DFA International Small Value DISVX 2.5%   No Index Fund Available    
Emerging Markets Blend
DFA Emerging Markets DFEMX 1.5%   Vanguard Emerging Markets Stock Index VEIEX 5%
Emerging Markets Value
DFA Emerging Markets Value DFEVX 1.5%   No Index Fund Available    
Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX 2%   No Index Fund Available    

50% Fixed Income
DFA One-Year Fixed Income DFIHX 12.5%   Vanguard Short-Term Bond Index VBISX 50%
DFA Two-Year Global Fixed Income DFGFX 12.5%        
DFA Five-Year Government DFFGX 12.5%        
DFA Five-Year Global Fixed Income DFGBX 12.5%        
 

 

 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

23.56

20.65

7.94

5

7.59

5.85

8.1

7.5

9.47

8.66

9.85

9.07

Growth of $1

1.24

1.21

1.26

1.16

1.44

1.33

2.18

2.06

3.88

3.47

4.5

4.01

Ann Standard  Dev.

NA

NA

13.29

13.38

9.9

10.21

7.86

8.04

8.71

8.42

8.55

8.3
       

 

                  

 

 

Returns Matrix Index 5

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices