IndexStreet Index

30 Years of Risk & Return Data

 Vanguard Index

80% Equity

56% US Stocks
US Large Blend
DFA Enhanced US Large Company DFELX 16%   Vanguard 500 Index VFINX 16%
US Large Value
DFA US Large Cap Value DFLVX 16%   Vanguard Value Index VIVAX 16%
US Micro Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 8%   Vanguard Small Cap Index NAESX 8%
US Small Value
DFA US Small Cap Value DFSVX 8%   Vanguard Small Cap Value Index VISVX 8%
US Real Estate Securities
DFA Real Estate Securities DFREX 8%   Vanguard REIT Index VGSIX 8%

24% International Stocks
International Value (Vanguard is Blend)
DFA International Value DFIVX 8%   Vanguard Developed Markets Index VDMIX 16%
International Small Blend
DFA International Small Company DFISX 4%   No Index Fund Available    
International Small Value
DFA International Small Value DISVX 4%   No Index Fund Available    
Emerging Markets Blend
DFA Emerging Markets DFEMX 2.4%   Vanguard Emerging Markets Stock Index VEIEX 8%
Emerging Markets Value
DFA Emerging Markets Value DFEVX 2.4%   No Index Fund Available    
Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX 3.2%   No Index Fund Available    

20% Fixed Income
DFA One-Year Fixed Income DFIHX 5%   Vanguard Short-Term Bond Index VBISX 20%
DFA Two-Year Global Fixed Income DFGFX 5%        
DFA Five-Year Government DFFGX 5%        
DFA Five-Year Global Fixed Income DFGBX 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

36.61

31.9

9.09

4.7

8.74

5.99

9.62

8.57

11.21

9.85

11.82

10.52

Growth of $1

1.37

1.32

1.3

1.15

1.52

1.34

2.5

2.28

4.93

4.09

5.97

4.95

Ann Standard  Dev.

NA

NA

22.94

22.63

17.12

17.26

12.56

12.89

13.56

13.29

13.3

13.1
       

 

                  

 

 

Returns Matrix Index 8

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices