DFA Target 10 |
1.16 |
1.79 |
2.05 |
1.93 |
3.16 |
Comp. Benchmak Index |
0.76 |
1.19 |
1.70 |
1.83 |
2.91 |
|
|
|
|
|
|
DFA Target 20 |
2.71 |
3.19 |
4.25 |
3.69 |
4.18 |
Comp. Benchmak Index |
2.32 |
2.53 |
3.52 |
3.18 |
3.76 |
|
|
|
|
|
|
DFA Target 30 |
4.47 |
4.75 |
6.60 |
5.82 |
5.72 |
Comp. Benchmak Index |
3.94 |
3.96 |
5.76 |
5.19 |
5.21 |
|
|
|
|
|
|
DFA Target 40 |
6.31 |
6.37 |
8.97 |
8.02 |
7.47 |
Comp. Benchmak Index |
5.60 |
5.43 |
8.05 |
7.32 |
6.90 |
|
|
|
|
|
|
DFA Target 50 |
8.20 |
8.02 |
11.32 |
10.25 |
9.30 |
Comp. Benchmak Index |
7.29 |
6.92 |
10.32 |
9.48 |
8.67 |
|
|
|
|
|
|
DFA Target 60 |
10.13 |
9.71 |
13.63 |
12.48 |
11.17 |
Comp. Benchmak Index |
9.01 |
8.43 |
12.56 |
11.64 |
10.48 |
|
|
|
|
|
|
DFA Target 70 |
12.10 |
11.41 |
15.92 |
14.71 |
13.06 |
Comp. Benchmak Index |
10.77 |
9.96 |
14.78 |
13.81 |
12.31 |
|
|
|
|
|
|
DFA Target 80 |
14.11 |
13.13 |
18.18 |
16.94 |
14.97 |
Comp. Benchmak Index |
12.56 |
11.51 |
16.96 |
15.97 |
14.14 |
|
|
|
|
|
|
DFA Target 90 |
16.16 |
14.87 |
20.40 |
19.17 |
16.88 |
Comp. Benchmak Index |
14.38 |
13.06 |
19.10 |
18.12 |
15.98 |
|
|
|
|
|
|
DFA Target 100 |
18.25 |
16.62 |
22.59 |
21.40 |
18.80 |
Comp. Benchmak Index |
16.23 |
14.63 |
21.21 |
20.27 |
17.83 |
|
|
|
|
|
|
DFA Fixed Income Folio |
1.28 |
1.19 |
1.66 |
2.18 |
3.16 |
Comp. Benchmark Index |
1.05 |
0.91 |
2.34 |
2.64 |
3.40 |
|
|
|
|
|
|
DFA Global Equity Folio |
19.74 |
17.57 |
22.83 |
21.81 |
19.22 |
Comp. Benchmark Index |
17.45 |
15.21 |
21.12 |
20.28 |
17.86 |
|
|
|
|
|
|
DFA US Equity Folio |
19.62 |
15.04 |
21.37 |
20.14 |
19.10 |
Comp. Benchmark Index |
16.93 |
12.72 |
19.91 |
19.07 |
18.17 |
|
|
|
|
|
|
DFA International Equity Folio |
20.58 |
25.82 |
28.55 |
28.27 |
25.11 |
Comp. Benchmark Index |
20.01 |
26.31 |
28.68 |
27.96 |
24.87 |
|
|
|
|
|
|
ETF Fixed Income Folio |
2.69 |
2.83 |
3.48 |
N/A |
N/A |
Comp. Benchmark Index |
2.23 |
2.42 |
2.94 |
N/A |
N/A |
|
|
|
|
|
|
ETF Equally Weighted Sector Folio |
11.72 |
15.54 |
14.47 |
N/A |
N/A |
Comp. Benchmark Index |
12.11 |
15.81 |
14.62 |
N/A |
N/A |
|
|
|
|
|
|
PIMCO Folio |
3.73 |
3.90 |
4.05 |
N/A |
N/A |
Comp. Benchmark Index |
2.23 |
2.42 |
2.94 |
N/A |
N/A |
|
|
|
|
|
|
WisdomTree Global Equity Folio |
12.07 |
18.21 |
N/A |
N/A |
N/A |
Comp. Benchmark Index |
14.24 |
18.26 |
N/A |
N/A |
N/A |
|
|
|
|
|
|
WisdomTree US Equity Folio |
11.41 |
19.04 |
18.94 |
N/A |
N/A |
Comp. Benchmark Index |
13.78 |
18.26 |
17.19 |
N/A |
N/A |
|
|
|
|
|
|
WisdomTree International Equity Folio |
15.64 |
19.46 |
N/A |
N/A |
N/A |
Comp. Benchmark Index |
16.71 |
20.01 |
N/A |
N/A |
N/A |
|
|
|
|
|
|
Vanguard Global Equity Folio |
14.35 |
18.79 |
17.61 |
N/A |
N/A |
Comp. Benchmark Index |
14.30 |
18.71 |
17.54 |
N/A |
N/A |
|
|
|
|
|
|
Vanguard US Equity Folio |
13.65 |
18.72 |
17.24 |
N/A |
N/A |
Comp. Benchmark Index |
13.82 |
18.76 |
17.32 |
N/A |
N/A |
|
|
|
|
|
|
Vanguard International Equity Folio |
17.21 |
20.70 |
19.98 |
N/A |
N/A |
Comp. Benchmark Index |
16.83 |
20.65 |
20.16 |
N/A |
N/A |
|
|
|
|
|
|
— |
– |
– |
– |
– |
– |
— |
– |
– |
– |
– |
– |