IndexStreet Index

30 Years of Risk & Return Data

Vanguard Index

60% Equity

42% US Stocks
US Large Blend
DFA Enhanced US Large Company DFELX 12%   Vanguard 500 Index VFINX 12%
US Large Value
DFA US Large Cap Value DFLVX 12%   Vanguard Value Index VIVAX 12%
US Micro Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 6%   Vanguard Small Cap Index NAESX 6%
US Small Value
DFA US Small Cap Value DFSVX 6%   Vanguard Small Cap Value Index VISVX 6%
US Real Estate Securities
DFA Real Estate Securities DFREX 6%   Vanguard REIT Index VGSIX 6%

18% International Stocks
International Value (Vanguard is Blend)
DFA International Value DFIVX 6%   Vanguard Developed Markets Index VDMIX 12%
International Small Blend
DFA International Small Company DFISX 3%   No Index Fund Available    
International Small Value
DFA International Small Value DISVX 3%   No Index Fund Available    
Emerging Markets Blend
DFA Emerging Markets DFEMX 1.8%   Vanguard Emerging Markets Stock Index VEIEX 6%
Emerging Markets Value
DFA Emerging Markets Value DFEVX 1.8%   No Index Fund Available    
Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX 2.4%   No Index Fund Available    

40% Fixed Income
DFA One-Year Fixed Income DFIHX 10%   Vanguard Short-Term Bond Index VBISX 40%
DFA Two-Year Global Fixed Income DFGFX 10%        
DFA Five-Year Government DFFGX 10%        
DFA Five-Year Global Fixed Income DFGBX 10%        
 

 

 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

27.91

24.4

8.38

4.95

8.01

5.93

8.63

7.88

10.07

9.08

10.53

9.58

Growth of $1

1.28

1.24

1.27

1.16

1.47

1.33

2.29

2.13

4.22

3.68

4.96

4.32

Ann Standard  Dev.

NA

NA

16.5

16.46

12.3

12.56

9.4

9.64

10.31

10.03

10.11

9.88
       

 

                  

 

 

Returns Matrix Index 6

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices