| 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 US Equity Folio | 7.81% | 20.61% | 8.30% | 15.61% | 7.07% | 9.60% | 10.73% |
| Benchmark Index | 8.26% | 19.50% | 8.87% | 15.01% | 6.40% | 8.61% | 9.10% |
| 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% |
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 | 12.37% | 10.59% |
| Median Return | 12.74% | 9.87% |
| Worst Return | -36.22% | -36.04% |
| Best Return | 43.52% | 39.77% |
| Negative Returns | 5 | 5 |