Performance

 

Since all  accounts are customized, performance will necessarily differ based on each client's goals and objectives  and the timing of the beginning of our relationship and subsequent cash flows.  However, the performance of each of Dimensional's five different risk based strategies (from conservativre to aggressive) is summarized in the link below.  The table provides 1, 3, 5, 10 and 20 year annualized returns for each risk level.

http://investadvisor.net/BalancedStrategies.jpg

 

To compare Dimensional Performance against conventional benchmarks please refer to the below link.

http://investadvisor.net/PerformanceBenchmarks.pdf

 

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