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 Global Equity Folio 4.23% 17.30% 5.63% 13.01% 5.81% 9.96% 10.09%
Benchmark Index 3.84% 17.67% 6.09% 12.45% 5.47% 9.10% 8.78%
Annual
DFA Global Equity Folio Benchmark Index
1997* 20.35% 18.13%
1998* 4.63% 4.53%
1999* 19.20% 13.37%
2000* 5.99% 24.00%
2001* 3.21% 0.10%
2002* -8.90% -10.99
2003* 49.40% 43.85%
2004* 24.25% 22.23%
2005* 12.76% 11.26%
2006* 23.87% 24.72%
2007 2.53% 2.12%
2008 -40.15% -38.02%
2009 38.19% 34.33%
2010 22.38% 19.26%
2011 -8.03% -6.62%
2012 19.54% 18.56%
2013 30.84% 27.00%
2014 4.48% 5.63%
2015 -3.83% -3.94%
2016 17.30% 17.67%

*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
S&P 500 Index 15.00%
Russell 1000 Value Index 15.00%
Russell 2000 Value Index 35.00%
Dow Jones U.S. REIT Index 2.50%
MSCI EAFE Value Index 9.00%
MSCI EAFE Small Value Index 5.00%
MSCI EAFE Small Cap Index 5.00%
S&P Global ex US REIT Index 2.50%
MSCI Emerging Markets Index 3.00%
MSCI Emerging Markets Value Index 3.00%
MSCI Emerging Markets Small Cap Index 5.00%
DFA Global Equity Folio Benchmark Index
Mean Return 11.90% 10.36%
Median Return 15.03% 12.32%
Worst Return -40.15% -38.02%
Best Return 49.40% 43.85%
Negative Returns 4 4