Annualized
YTD
2017 (FEB)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
DFA Fixed Income Folio 0.36% 1.15% 1.03% 1.03% 2.32% 2.74% 3.55%
Benchmark Index 0.28% 1.24% 1.21% 1.09% 2.59% 2.79% 3.77%
Annual
DFA Fixed Income Folio Benchmark Index
1997 6.65% 7.14%
1998 6.49% 7.96%
1999 4.17% 2.98%
2000 6.65% 8.44%
2001 6.20% 7.42%
2002 7.83% 5.94%
2003 2.31% 1.96%
2004 1.82% 1.94%
2005 1.67% 2.30%
2006 4.41% 3.96%
2007 5.16% 7.04%
2008 5.12% 7.23%
2009 2.41% 1.41%
2010 3.16% 2.58%
2011 2.32% 2.45%
2012 2.09% 1.45%
2013 -0.01% 0.35%
2014 1.19% 1.50%
2015 0.77% 0.90%
2016 1.15% 1.24%

*Back-tested historical returns – The performance results do not reflect the deduction of fees – The client’s return will be reduced by the advisory fees and other expenses – Our fees are as shown in Part 2 of company’s Form ADV

Benchmark Index
B of A ML U.S. Treasury1-3 Year Index 25.00%
Citi Group World Bond 1-3 Year Index 25.00%
Barclays Capital T-Bond 1-5 Year Index 25.00%
Citi Group World Bond 1-5 Year Index 25.00%
DFA Fixed Income Folio Benchmark Index
Mean Return 3.58% 3.81%
Median Return 2.79% 2.52%
Worst Return -0.01% 0.35%
Best Return 7.83% 8.44%
Negative Returns 1 0