IndexStreet Index

30 Years of Risk & Return Data

Vanguard Index

10-Question Investment Quiz!

100% Equity

70% US Stocks
US Large Blend
DFA Enhanced US Large Company DFELX 20%   Vanguard 500 Index VFINX 20%
US Large Value
DFA US Large Cap Value DFLVX 20%   Vanguard Value Index VIVAX 20%
US Micro Blend (No Micro Cap at Vanguard)
DFA US Micro Cap DFSCX 10%   Vanguard Small Cap Index NAESX 10%
US Small Value
DFA US Small Cap Value DFSVX 10%   Vanguard Small Cap Value Index VISVX 10%
US Real Estate Securities
DFA Real Estate Securities DFREX 10%   Vanguard REIT Index VGSIX 10%

30% International Stocks
International Value (Vanguard is Blend)
DFA International Value DFIVX 10%   Vanguard Developed Markets Index VDMIX 20%
International Small Blend
DFA International Small Company DFISX 5%   No Index Fund Available    
International Small Value
DFA International Small Value DISVX 5%   No Index Fund Available    
Emerging Markets Blend
DFA Emerging Markets DFEMX 3%   Vanguard Emerging Markets Stock Index VEIEX 10%
Emerging Markets Value
DFA Emerging Markets Value DFEVX 3%   No Index Fund Available    
Emerging Markets Small
DFA Emerging Markets Small Cap DEMSX 4%   No Index Fund Available    

0% Fixed Income
DFA One-Year Fixed Income DFIHX 0%   Vanguard Short-Term Bond Index VBISX 0%
DFA Two-Year Global Fixed Income DFGFX 0%        
DFA Five-Year Government DFFGX 0%        
DFA Five-Year Global Fixed Income DFGBX 0%        
 

 

            

 

 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

45.3

39.9

9.61

4.25

9.34

5.9

10.54

9.19

12.27

10.52

13.02

11.36

Growth of $1

1.45

1.39

1.32

1.13

1.56

1.33

2.72

2.41

5.67

4.48

7.08

5.59

Ann Standard  Dev.

NA

NA

29.37

28.8

21.93

21.97

15.77

16.17

16.86

16.58

16.53

16.35
       

 

                  

Returns Matrix Index 10

Returns Matrix US Total Market

Returns Matrix US Bond Index

All Returns Matrices