Dimensional’s Mark Gochnour and Jake DeKinder offer a perspective on the 2020 financial markets and give historical context to the recent performance of value and growth stocks, as well as other segments. They also discuss how past economic events have impacted market returns and highlight the importance of thinking long term.
Client Letter – Q2 2020
During the second quarter of 2020, the best performing asset classes were U.S. and international small and value stocks. The following chart shows the 3-month, 10-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending June 30, 2020 DFA Fund / Index 3 Month Return 10 […]
Quarterly Market Review – Q2 2020
For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review: About Christopher Jones Christopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, […]
Quarterly Market Review – Q1 2020
For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review: About Christopher Jones Christopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris was a management consultant for Deloitte […]
Client Letter – Q1 2020
During the first quarter of 2020, the best performing asset classes were short term bonds and inflation-protected bonds. The following chart shows the 3-month, 10-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending March 31, 2020 DFA Fund / Index 3 Month Return 10 Year […]
Do Downturns Lead to Down Years?
Stock market slides may lead investors to anticipate a down year. But a broad market index had positive returns in 15 of the past 20 calendar years, despite some notable dips in many of those years.
Perspective on Recent Market Volatility
Dimensional Fund Advisors had a great webcast on March 16, 2020. Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services, discussed recent volatility in financial markets and provided perspective on these events.
Client Letter – Q4 2019
During the past year, the best performing asset classes were U.S. large stocks and real estate. The following chart shows the 1-year, 10-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending December 31, 2019 DFA Fund / Index 1 Year Return 10 Year Return* 20 […]
Dimensional Reduces US Mutual Fund Management Fees
Across Dimensional US Funds, there will be an average management fee reduction of 8% on an asset-weighted basis. Many of Dimensional’s most widely held funds, including the flagship Core, Value, and Fixed Income portfolios, will see management fee reductions.
Quarterly Market Review – Q4 2019
For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review: About Christopher Jones Christopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris was a management consultant for Deloitte […]
