IndexStreet Index

30 Years of Risk & Return Data

Vanguard Index

70% Equity

49% US Stocks
US Large Blend
DFA Enhanced US Large Company DFELX 14%   Vanguard 500 Index VFINX 14%
US Large Value
DFA US Large Cap Value DFLVX 14%   Vanguard Value Index VIVAX 14%
US Micro Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 7%   Vanguard Small Cap Index NAESX 7%
US Small Value
DFA US Small Cap Value DFSVX 7%   Vanguard Small Cap Value Index VISVX 7%
US Real Estate Securities
DFA Real Estate Securities DFREX 7%   Vanguard REIT Index VGSIX 7%

21% International Stocks
International Value (Vanguard is Blend)
DFA International Value DFIVX 7%   Vanguard Developed Markets Index VDMIX 14%
International Small Blend
DFA International Small Company DFISX 3.5%   No Index Fund Available    
International Small Value
DFA International Small Value DISVX 3.5%   No Index Fund Available    
Emerging Markets Blend
DFA Emerging Markets DFEMX 2.1%   Vanguard Emerging Markets Stock Index VEIEX 7%
Emerging Markets Value
DFA Emerging Markets Value DFEVX 2.1%   No Index Fund Available    
Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX 2.8%   No Index Fund Available    

30% Fixed Income
DFA One-Year Fixed Income DFIHX 7.5%   Vanguard Short-Term Bond Index VBISX 30%
DFA Two-Year Global Fixed Income DFGFX 7.5%        
DFA Five-Year Government DFFGX 7.5%        
DFA Five-Year Global Fixed Income DFGBX 7.5%        
 

 

 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

32.26

28.15

8.76

4.85

8.4

5.98

9.13

8.24

10.65

9.48

11.18

10.06

Growth of $1

1.32

1.28

1.29

1.15

1.5

1.34

2.4

2.21

4.57

3.89

5.45

4.63

Ann Standard  Dev.

NA

NA

19.72

19.55

14.71

14.91

10.97

11.26

11.92

11.65

11.7

11.48
       

 

                  

 

 

Returns Matrix Index 7

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices