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*Dimensional Fund Advisors LP was founded in 1981.
Performance data shown represents past performance and is no guarantee of future results.
Diversification does not eliminate the risk of market loss.
Index Descriptions:
CSRP 6–10 Index—CRSP data is provided by the Center for Research in Security Prices, University of Chicago. Small Company Universe Returns (Deciles 6–10). All exchanges. October 1988֪ to present: CRSP Deciles 6-10 Cap-Based Portfolio. January 1973–September 1988: CRSP Database (NYSE & AMEX & OTC). Rebalanced quarterly. July 1962–December 1972: CRSP Database (NYSE & AMEX). Rebalanced quarterly. Prior to July 1962: NYSE. Rebalanced semi-annually.
S&P 500 Index—S&P data © 2025 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
Dimensional US 20-Year Treasury Index—February 1999–present: Compiled by Dimensional from Bloomberg securities data. Based on securities in the universe of the Bloomberg US Treasury Index, the index selects the bond with beginning-of-month maturity closest to 20 years. If there are two bonds with the same time to maturity, the most recently issued bond is selected. Rebalanced monthly. The index has been retrospectively calculated by Dimensional and did not exist prior to February 2025. Accordingly, results shown during the periods prior to February 2025 do not represent actual returns of the index. Other periods selected may have different results, including losses. Prior to February 1999: Morningstar Long-Term Government Bonds.
One-Month US Treasury Bills—© 2025 and earlier, Morningstar. All rights reserved. Underlying data provided by Ibbotson Associates via Morningstar Direct.
US Consumer Price Index—© 2025 and earlier, Morningstar. All rights reserved. Underlying data provided by Ibbotson Associates via Morningstar Direct.