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 US Equity Folio 2.94% 20.61% 8.30% 15.61% 7.07% 9.60% 10.73%
Benchmark Index 2.95% 19.50% 8.87% 15.01% 6.40% 8.61% 9.10%
Annual
DFA US Equity Benchmark Index
1997* 34.26% 32.23%
1998* 4.66% 6.49%
1999* 11.09% 5.21%
2000 14.39% 8.32%
2001 8.45% 3.05%
2002 -12.22% -13.48%
2003 43.52% 39.77%
2004 21.07% 18.51%
2005 8.87% 6.88%
2006 20.25% 21.07%
2007 -4.86% -3.86%
2008 -36.22% -36.04%
2009 30.66% 25.45%
2010 24.20% 21.75%
2011 -2.65% -1.55%
2012 18.89% 17.79%
2013 36.77% 32.37%
2014 8.63% 11.42%
2015 -3.05% -3.09%
2016 20.61% 19.50%

*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 21.00%
Russell 1000 Value Index 21.00%
Russell 2000 Value Index 50.00%
Dow Jones U.S. REIT Index 8.00%
DFA US Equity Benchmark Index
Mean Return 12.37% 10.59%
Median Return 12.74% 9.87%
Worst Return -36.22% -36.04%
Best Return 43.52% 39.77%
Negative Returns 5 5