Annualized Standard Deviation
| Annualized Standard Deviation (as of 12/31/2017) |
| Folio/Benchmark Index |
3 Year |
5 Year |
10 Year |
15 Year |
20 Year |
| DFA Target 10 |
1.33 |
1.41 |
2.02 |
2.07 |
2.23 |
| Comp. Benchmak Index |
1.15 |
1.22 |
1.67 |
1.64 |
1.63 |
|
|
|
|
|
|
| DFA Target 20 |
2.01 |
2.16 |
3.55 |
3.33 |
3.38 |
| Comp. Benchmak Index |
1.87 |
2.01 |
3.10 |
2.86 |
2.80 |
|
|
|
|
|
|
| DFA Target 30 |
2.94 |
3.07 |
5.25 |
4.80 |
4.81 |
| Comp. Benchmak Index |
2.79 |
2.92 |
4.70 |
4.28 |
4.22 |
|
|
|
|
|
|
| DFA Target 40 |
3.95 |
4.03 |
7.00 |
6.34 |
6.33 |
| Comp. Benchmak Index |
3.77 |
3.87 |
6.37 |
5.77 |
5.70 |
|
|
|
|
|
|
| DFA Target 50 |
4.99 |
5.01 |
8.78 |
7.92 |
7.91 |
| Comp. Benchmak Index |
4.78 |
4.83 |
8.08 |
7.28 |
7.23 |
|
|
|
|
|
|
| DFA Target 60 |
6.04 |
6.01 |
10.61 |
9.52 |
9.52 |
| Comp. Benchmak Index |
5.80 |
5.79 |
9.83 |
8.83 |
8.78 |
|
|
|
|
|
|
| DFA Target 70 |
7.12 |
7.00 |
12.47 |
11.16 |
11.17 |
| Comp. Benchmak Index |
6.83 |
6.76 |
11.61 |
10.40 |
10.36 |
|
|
|
|
|
|
| DFA Target 80 |
8.19 |
8.00 |
14.39 |
12.84 |
12.85 |
| Comp. Benchmak Index |
7.86 |
7.73 |
13.43 |
12.00 |
11.96 |
|
|
|
|
|
|
| DFA Target 90 |
9.28 |
9.00 |
16.37 |
14.56 |
14.57 |
| Comp. Benchmak Index |
8.90 |
8.70 |
15.29 |
13.63 |
13.59 |
|
|
|
|
|
|
| DFA Target 100 |
10.37 |
10.00 |
18.44 |
16.35 |
16.34 |
| Comp. Benchmak Index |
9.95 |
9.67 |
17.20 |
15.29 |
15.25 |
|
|
|
|
|
|
| DFA Fixed Income Folio (NO LONGER AVAILABLE) |
– |
– |
– |
– |
– |
| Comp. Benchmark Index |
– |
– |
– |
– |
– |
|
|
|
|
|
|
| DFA Global Equity Folio |
10.95 |
10.61 |
18.91 |
16.88 |
16.97 |
| Comp. Benchmark Index |
10.44 |
10.18 |
17.58 |
15.72 |
15.68 |
|
|
|
|
|
|
| DFA US Equity Folio |
11.72 |
11.29 |
19.11 |
17.06 |
17.29 |
| Comp. Benchmark Index |
10.90 |
10.59 |
17.56 |
15.63 |
15.64 |
|
|
|
|
|
|
| DFA International Equity Folio |
12.01 |
11.66 |
20.75 |
18.67 |
18.31 |
| Comp. Benchmark Index |
11.98 |
11.56 |
20.08 |
18.11 |
17.87 |
|
|
|
|
|
|
| ETF Fixed Income Folio |
2.69 |
2.83 |
3.88 |
N/A |
N/A |
| Comp. Benchmark Index |
2.23 |
2.29 |
2.79 |
N/A |
N/A |
|
|
|
|
|
|
| ETF Equally Weighted Sector Folio (NO LONGER AVAILABLE) |
– |
– |
– |
– |
– |
| Comp. Benchmark Index |
– |
– |
– |
– |
– |
|
|
|
|
|
|
| PIMCO Folio |
2.81 |
3.14 |
3.96 |
3.84 |
N/A |
| Comp. Benchmark Index |
2.26 |
2.29 |
2.79 |
2.89 |
N/A |
|
|
|
|
|
|
| WisdomTree Global Equity Folio |
9.51 |
9.56 |
17.25 |
N/A |
N/A |
| Comp. Benchmark Index |
10.06 |
9.79 |
17.32 |
N/A |
N/A |
|
|
|
|
|
|
| WisdomTree US Equity Folio |
9.66 |
9.71 |
17.55 |
N/A |
N/A |
| Comp. Benchmark Index |
10.34 |
10.14 |
17.45 |
N/A |
N/A |
|
|
|
|
|
|
| WisdomTree International Equity Folio |
11.78 |
11.83 |
19.64 |
N/A |
N/A |
| Comp. Benchmark Index |
11.78 |
11.40 |
19.82 |
N/A |
N/A |
|
|
|
|
|
|
| Vanguard Global Equity Folio |
9.98 |
9.72 |
17.52 |
N/A |
N/A |
| Comp. Benchmark Index |
10.26 |
9.96 |
17.51 |
N/A |
N/A |
|
|
|
|
|
|
| Vanguard US Equity Folio |
10.24 |
10.01 |
17.32 |
N/A |
N/A |
| Comp. Benchmark Index |
10.68 |
10.42 |
17.50 |
N/A |
N/A |
|
|
|
|
|
|
| Vanguard International Equity Folio |
11.78 |
11.37 |
19.69 |
N/A |
N/A |
| Comp. Benchmark Index |
12.23 |
11.75 |
19.86 |
N/A |
N/A |
|
|
|
|
|
|
| — |
– |
– |
– |
– |
– |
| — |
– |
– |
– |
– |
– |