Annualized
YTD
2018 (APR)
1 Year
2017
3 Yrs
2015-2017
5 Yrs
2013-2017
10 Yrs
2008-2017
15 Yrs
2003-2017
20 Yrs
1998-2017
DFA US Equity Folio -1.53% 13.63% 9.94% 14.57% 8.99% 11.50% 9.81%
Benchmark Index -1.55% 12.27% 9.14% 13.91% 8.07% 10.51% 8.20%
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%
2017 13.63% 12.27%

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 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 12.43% 10.67%
Median Return 13.63% 11.42%
Worst Return -36.22% -36.04%
Best Return 43.52% 39.77%
Negative Returns 5 5