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 […]
Quarterly Letters
Client Letter – Q3 2019
During the past year, the best performing asset classes were real estate and fixed income (bonds). 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 September 30, 2019 DFA Fund / Index 1 Year Return 10 Year Return* 20 […]
Client Letter – Q2 2019
By Christopher Jones | July 5, 2019· During the second quarter of 2019, the best performing asset classes were U.S. and international large stocks, as well as inflation-adjusted bonds. The following chart shows the 3-month, 3-year, and 5-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending June […]
Client Letter – Q1 2019
By Christopher Jones, CFP® | April 4, 2019 · During the first quarter of 2019, the best performing asset classes were real estate, the S&P 500, and U.S. small stocks. The following chart shows the 3-month, 5-year, and 10-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending […]
Client Letter – Q4 2018
During the past quarter and year, the best performing asset classes were bonds and real estate. The 10-year returns below show how small of an impact this market decline has had on long term returns. The following chart shows the 3-month, 1-year, and 10-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market […]
Client Letter – Q3 2018
During the past quarter, the best performing asset classes were U.S. large growth stocks, large value stocks, and U.S. small stocks. The following chart shows the 1-year, 5-year, and 10-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending September 30, 2018 DFA Fund / Index 1 Year […]
Client Letter – Q2 2018
During the past quarter, the best performing asset classes were U.S. small growth stocks, U.S. small value stocks, and real estate. The following chart shows the 1-month, 1-year, and 5-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, 2018 DFA Fund / Index 1 Month […]
Client Letter – Q1 2018
During the first quarter of 2018, the best performing asset classes were emerging markets, international small, and 5-year global bonds. Emerging markets had the only positive return for the quarter. The following chart shows the 3-month, 1-year, and 5-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending […]
Client Letter – Q4 2017
During the past year, the best performing asset classes were international small, small value, and emerging markets stocks. The following chart shows the 1-year, 5-year, and 10-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, 2017 DFA Fund / Index 1 Year Return 5 Year […]
Client Letter – Q3 2017
During the past quarter, the best performing asset classes were—once again—international large value, international small, and international small value stocks. This has been a very strong year for stocks, especially international and emerging markets stocks! The following chart shows the 3-month, 1-year, and 5-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns […]
