Annualized
YTD
2018 (AUG)
1 Year
2017
3 Yrs
2015-2017
5 Yrs
2013-2017
10 Yrs
2008-2017
15 Yrs
2003-2017
20 Yrs
1998-2017
DFA Global Equity Folio 3.47% 18.81% 10.26% 12.87% 7.38% 11.93% 10.01%
Benchmark Index 4.37% 16.93% 9.74% 12.14% 6.90% 11.10% 8.72%
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%
2017 18.81% 16.93%

The DFA Global Equity Folio’s international and emerging market equity funds were consolidated from six funds to three funds on May 1, 2017. Funds no longer included in the model are as follows: DFA Emerging Markets, DFA Emerging Markets Small Cap and DFA International Small Company. Performance information for periods prior to May 1, 2017 includes the performance history of the predecessor funds.

Performance data represents past performance and does not predict future performance. Indices not available for direct investment. Performance does not reflect the deduction of FPL Capital Management’s advisory fee. Advisory fees are 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 10.00%
S&P Global ex US REIT Index 2.50%
MSCI Emerging Markets Value Index 11.00%
DFA Global Equity Folio Benchmark Index
Mean Return 12.23% 10.67%
Median Return 17.30% 13.37%
Worst Return -40.15% -38.02%
Best Return 49.40% 43.85%
Negative Returns 4 4