Past and hypothetical results are no guarantee of future results. Actual results may vary. The investment return and principal
value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original
cost. Performance shown is hypothetical and for illustrative purposes only. The performance is based on the assumption that all of the
allocations were held in the weights shown and over the time period shown. Actual historical allocations could have differed, perhaps significantly. Performance assumes a cash position indicated by user for each model returned 0% during the period. Assumes monthly re-balancing. Advisory fees that may be applicable in the management of an overall portfolio are not reflected. To obtain the most current month-end performance data for Dimensional's funds, visit the fund center.

The performance is based on model/back-tested asset allocations using live underlying fund data and is provided for illustrative purposes only. The performance was achieved with the retroactive application of a model designed with the benefit of hindsight; it does not represent actual investment performance. Back-tested model performance is hypothetical (does not reflect trading in actual portfolios) and may not reflect the impact that economic and market factors may have had on the advisor's decision-making if the advisor were actually managing client money. The models are based on existing Dimensional managed investment products, should not be construed as investment advice and did not exist historically. The funds and weights in each model and the indexes shown were selected by the user of the Tool, without any input from Dimensional.

Explore our Funds