IndexStreet Index

30 Years of Risk & Return Data

 Vanguard Index

90% Equity

63% US Stocks
US Large Blend
DFA Enhanced US Large Company DFELX 18%   Vanguard 500 Index VFINX 18%
US Large Value
DFA US Large Cap Value DFLVX 18%   Vanguard Value Index VIVAX 18%
US Micro Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 9%   Vanguard Small Cap Index NAESX 9%
US Small Value
DFA US Small Cap Value DFSVX 9%   Vanguard Small Cap Value Index VISVX 9%
US Real Estate Securities
DFA Real Estate Securities DFREX 9%   Vanguard REIT Index VGSIX 9%

27% International Stocks
International Value (Vanguard is Blend)
DFA International Value DFIVX 9%   Vanguard Developed Markets Index VDMIX 18%
International Small Blend
DFA International Small Company DFISX 4.5%   No Index Fund Available    
International Small Value
DFA International Small Value DISVX 4.5%   No Index Fund Available    
Emerging Markets Blend
DFA Emerging Markets DFEMX 2.7%   Vanguard Emerging Markets Stock Index VEIEX 9%
Emerging Markets Value
DFA Emerging Markets Value DFEVX 2.7%   No Index Fund Available    
Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX 3.6%   No Index Fund Available    

10% Fixed Income
DFA One-Year Fixed Income DFIHX 2.5%   Vanguard Short-Term Bond Index VBISX 10%
DFA Two-Year Global Fixed Income DFGFX 2.5%        
DFA Five-Year Government DFFGX 2.5%        
DFA Five-Year Global Fixed Income DFGBX 2.5%        
 

 

 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

40.95

35.64

9.37

4.5

9.06

5.96

10.09

8.89

11.75

10.02

12.43

10.95

Growth of $1

1.41

1.36

1.31

1.14

1.54

1.34

2.61

2.34

5.29

4.29

6.51

5.27

Ann Standard  Dev.

NA

NA

26.15

25.72

19.53

19.61

14.16

14.53

15.2

14.93

14.91

14.72
       

 

                  
 

 

  

Returns Matrix Index 9

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices