DFA U.S. Small Cap Value Portfolio - Seasonality

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DFA U.S. Small Cap Value Portfolio - Seasonality

Seasonality Charts

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Correlation

2020

93.68%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	60%	60%	60%	60%	70%	60%	90%	50%	78%	56%	89%	56%
Average return %	+2.45%	+0.21%	-3.60%	+0.78%	+1.66%	+1.18%	+3.45%	+0.10%	-1.46%	+0.87%	+5.52%	-3.20%
2026	+6.91%	+3.39%	-3.70%	+7.60%	+0.22%	+2.51%	+2.29%	+0.23%	-1.28%	--	--	--
2025	+2.93%	-5.27%	-6.22%	-10.26%	+11.88%	+4.22%	+1.36%	+8.29%	-1.53%	-1.67%	+3.97%	+0.68%
2024	-2.80%	+2.59%	+4.93%	-5.85%	+5.42%	-2.83%	+10.19%	-2.36%	-0.35%	-1.48%	+10.35%	-8.23%
2023	+8.63%	-0.94%	-7.50%	-1.84%	-3.54%	+9.88%	+6.83%	-3.06%	-4.65%	-4.85%	+8.45%	+8.39%
2022	-2.90%	+2.04%	+0.70%	-5.74%	+3.91%	-11.06%	+9.93%	-2.17%	-9.82%	+14.66%	+5.12%	-11.03%
2021	+5.61%	+12.16%	+6.60%	+2.28%	+4.61%	-3.03%	-2.08%	+2.20%	-1.13%	+3.83%	-2.31%	-3.95%
2020	-6.88%	-10.79%	-26.81%	+15.81%	+2.85%	+2.41%	+3.21%	+5.58%	-5.50%	+3.95%	+17.89%	+6.83%
2019	+12.00%	+3.27%	-3.80%	+4.04%	-11.52%	+7.42%	+0.39%	-8.00%	+5.61%	+1.83%	+3.17%	+1.80%
2018	+1.50%	-4.68%	+0.93%	+1.32%	+6.29%	-0.15%	+1.61%	+2.84%	-3.46%	-9.41%	+0.91%	-18.30%
2017	-0.53%	+0.32%	-1.18%	+0.46%	-3.51%	+2.38%	+0.77%	-2.55%	+7.71%	+0.96%	+2.12%	-4.96%

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