| Annualized | |||||||
|---|---|---|---|---|---|---|---|
| YTD 2017 (SEP) |
1 Year 2016 |
3 Yrs 2014-2016 |
5 Yrs 2012-2016 |
10 Yrs 2007-2016 |
15 Yrs 2002-2016 |
20 Yrs 1997-2016 |
|
| DFA Global Equity Folio | 12.49% | 17.30% | 5.63% | 13.01% | 5.81% | 9.96% | 10.09% |
| Benchmark Index | 12.10% | 17.67% | 6.09% | 12.45% | 5.47% | 9.10% | 8.78% |
| 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% |
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 | 11.90% | 10.36% |
| Median Return | 15.03% | 12.32% |
| Worst Return | -40.15% | -38.02% |
| Best Return | 49.40% | 43.85% |
| Negative Returns | 4 | 4 |