DFA U.S. Targeted Value Portfolio - Seasonality

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DFA U.S. Targeted Value Portfolio - Seasonality

Seasonality Charts

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Correlation

2022

90.80%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	70%	60%	60%	50%	70%	60%	90%	50%	78%	56%	89%	56%
Average return %	+2.52%	+0.34%	-3.74%	+0.75%	+1.69%	+1.31%	+3.40%	+0.12%	-1.44%	+0.61%	+5.73%	-2.33%
2026	+6.54%	+2.87%	-4.17%	+7.54%	+0.12%	+3.92%	+1.27%	+0.16%	-2.11%	--	--	--
2025	+3.20%	-4.62%	-6.00%	-9.84%	+11.86%	+4.02%	+0.96%	+8.25%	-1.04%	-2.11%	+3.65%	+1.01%
2024	-3.20%	+2.66%	+4.95%	-6.07%	+5.28%	-3.28%	+9.78%	-2.00%	-0.18%	-1.41%	+10.81%	-7.90%
2023	+9.20%	-1.04%	-6.93%	-2.25%	-2.97%	+9.80%	+7.11%	-3.19%	-5.11%	-5.21%	+8.07%	+10.27%
2022	-3.11%	+2.46%	+0.43%	-5.85%	+4.02%	-11.39%	+9.84%	-2.30%	-9.70%	+13.51%	+5.39%	-9.57%
2021	+4.62%	+12.03%	+6.37%	+2.89%	+4.00%	-2.89%	-1.83%	+2.47%	-1.46%	+4.36%	-2.53%	-1.98%
2020	-6.17%	-10.99%	-27.58%	+15.91%	+3.63%	+2.49%	+3.24%	+5.56%	-4.94%	+3.86%	+18.58%	+7.13%
2019	+11.90%	+3.79%	-3.73%	+4.78%	-10.76%	+7.57%	+0.72%	-7.44%	+5.58%	+1.64%	+2.91%	+0.96%
2018	+2.05%	-4.72%	+0.45%	+0.95%	+5.05%	-0.27%	+1.98%	+2.44%	-3.13%	-9.84%	+1.58%	-16.79%
2017	+0.17%	+1.00%	-1.15%	-0.54%	-3.35%	+3.12%	+0.92%	-2.79%	+6.98%	+0.72%	+3.14%	-4.08%