2019 DFA Matrix Book Is Out

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JoMoney
Posts: 7124
Joined: Tue Jul 23, 2013 5:31 am

2019 DFA Matrix Book Is Out

Post by JoMoney » Wed Apr 24, 2019 10:34 pm

FYI... The 2019 DFA Matrix Book is out , these books have a nice reference for the returns of various investments (stocks / bonds) as well as some other interesting info.

I used to get these handy guides from IFA's website, but unfortunately they seem to have locked it down and require you to talk to an IFA "Wealth Advisor" to get a copy :annoyed
https://www.ifa.com/book-library/?q=DFA%20Matrix

Fortunately there are other places that have it available, such as:
https://www.fplcapital.com/wp-content/u ... k-2019.pdf :happy
"To achieve satisfactory investment results is easier than most people realize; to achieve superior results is harder than it looks." - Benjamin Graham

bizkitgto
Posts: 48
Joined: Tue Mar 14, 2017 11:54 am

Re: 2019 DFA Matrix Book Is Out

Post by bizkitgto » Wed Apr 24, 2019 11:40 pm

Thanks :sharebeer
Keep it simple: 20% BND, 50% VTI and 30% VXUS

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nisiprius
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Location: The terrestrial, globular, planetary hunk of matter, flattened at the poles, is my abode.--O. Henry

Re: 2019 DFA Matrix Book Is Out

Post by nisiprius » Thu Apr 25, 2019 6:31 am

Is there any way to get this as a spreadsheet file (.xls or .xlsx?) I'm guessing not, but you never know...
Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness; Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.

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Topic Author
JoMoney
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Joined: Tue Jul 23, 2013 5:31 am

Re: 2019 DFA Matrix Book Is Out

Post by JoMoney » Thu Apr 25, 2019 8:00 am

nisiprius wrote:
Thu Apr 25, 2019 6:31 am
Is there any way to get this as a spreadsheet file (.xls or .xlsx?) I'm guessing not, but you never know...
Not easily... but I've found that I can select the text of one of the tables, copy and paste it into a notepad and save it as a .txt or .csv file, then import the text file into excel but you have to tell excel to use a space " " as the delimiter (it should walk you through the import wizard if/when you try to open a text file in excel.

In Google-Sheets if i open the text file it just puts each row as a single cell, i have to make a new column filled with the formula:
=SPLIT(A1," ")
which takes the data that's all lumped into the one cell and splits it into individual cells (split on where the space " " is)
I then copy all of the data, and use the "Paste Special">"Paste Values" option so that all the cells are filled with the actual data (and not relying on the 'SPLIT' formula and first column) and then delete the first column of the data stuck together and the second column where the SPLIT formula was.

Code: Select all

1926
1926 8.4 1927
1927 20.3 33.5 1928
1928 26.0 35.9 38.4 1929
1929 14.2 16.1 8.3 -15.2 1930
1930 3.9 2.8 -5.8 -22.3 -28.8 1931
1931 -6.2 -8.8 -17.1 -30.1 -36.6 -43.5 1932
1932 -6.5 -8.8 -15.5 -25.3 -28.4 -28.2 -8.6 1933
1933 -0.3 -1.5 -6.3 -13.4 -12.9 -6.8 19.6 56.7 1934
1934 0.2 -0.8 -4.9 -10.7 -9.7 -4.2 14.2 27.7 4.1 1935
1935 3.9 3.4 0.2 -4.3 -2.4 4.0 21.1 33.0 22.6 44.4 1936
1936 6.2 6.0 3.3 -0.4 2.0 8.2 23.3 32.9 25.8 38.2 32.3 1937
1937 2.0 1.4 -1.3 -4.9 -3.6 0.7 10.9 15.3 6.7 7.6 -7.1 -34.7 1938
1938 3.8 3.4 1.1 -2.1 -0.5 3.8 13.2 17.3 10.7 12.4 3.4 -8.5 28.2 1939
1939 3.7 3.4 1.2 -1.6 -0.2 3.7 11.8 15.1 9.4 10.4 3.3 -4.9 14.8 2.8 1940
1940 3.0 2.6 0.5 -2.1 -0.8 2.5 9.6 12.1 6.8 7.3 1.1 -5.5 7.0 -2.3 -7.1 1941
1941 2.1 1.7 -0.3 -2.7 -1.6 1.3 7.4 9.4 4.6 4.6 -0.8 -6.4 2.4 -4.9 -8.6 -10.1 1942
1942 2.9 2.6 0.8 -1.5 -0.4 2.5 8.2 10.0 5.8 6.0 1.4 -3.0 5.0 -0.1 -1.0 2.2 16.1 1943
1943 4.2 3.9 2.3 0.3 1.5 4.3 9.7 11.6 7.9 8.3 4.5 1.0 8.6 5.1 5.7 10.3 22.1 28.4 1944
1944 5.0 4.8 3.3 1.5 2.7 5.4 10.6 12.4 9.0 9.5 6.2 3.4 10.4 7.7 8.6 13.0 21.9 24.9 21.5 1945
1945 6.5 6.4 5.0 3.3 4.6 7.4 12.4 14.2 11.2 11.9 9.1 6.8 13.5 11.6 13.1 17.7 25.9 29.3 29.7 38.5 1946
1946 5.8 5.7 4.4 2.8 4.0 6.5 11.0 12.6 9.8 10.3 7.6 5.4 11.2 9.2 10.1 13.3 18.7 19.3 16.4 14.0 -6.2 1947
1947 5.7 5.6 4.4 2.8 3.9 6.3 10.6 12.0 9.3 9.7 7.3 5.2 10.4 8.6 9.3 11.9 16.0 16.0 13.1 10.4 -1.4 3.6 1948
1948 5.6 5.4 4.3 2.8 3.8 6.0 10.1 11.3 8.8 9.2 6.9 5.0 9.6 7.9 8.5 10.6 13.9 13.6 10.8 8.3 -0.3 2.8 2.1 1949
1949 6.1 6.0 4.9 3.6 4.6 6.7 10.6 11.8 9.5 9.9 7.8 6.1 10.4 9.0 9.6 11.6 14.7 14.5 12.3 10.6 4.5 8.3 10.8 20.2 1950
1950 7.0 6.9 5.9 4.6 5.7 7.8 11.5 12.8 10.6 11.0 9.1 7.6 11.8 10.6 11.3 13.3 16.3 16.3 14.6 13.5 9.1 13.3 16.7 24.8 29.6 1951
1951 7.5 7.5 6.5 5.3 6.3 8.4 12.0 13.2 11.1 11.6 9.8 8.4 12.4 11.3 12.0 14.0 16.7 16.8 15.4 14.5 11.0 14.7 17.7 23.4 25.1 20.7 1952
1952 7.7 7.7 6.8 5.6 6.6 8.6 12.0 13.2 11.3 11.7 10.0 8.7 12.5 11.5 12.1 13.9 16.4 16.4 15.2 14.4 11.3 14.5 16.8 20.8 21.1 17.0 13.4 1953
1953 7.4 7.4 6.5 5.4 6.4 8.2 11.5 12.5 10.7 11.1 9.5 8.2 11.7 10.7 11.3 12.8 15.0 14.9 13.6 12.8 9.9 12.4 14.0 16.5 15.6 11.3 6.9 0.7 1954
1954 8.7 8.7 7.9 6.8 7.8 9.7 12.9 14.0 12.3 12.7 11.3 10.2 13.7 12.8 13.5 15.2 17.4 17.5 16.5 16.0 13.8 16.6 18.5 21.5 21.8 19.9 19.6 22.9 50.0 1955
1955 9.2 9.2 8.5 7.5 8.5 10.3 13.4 14.5 12.9 13.3 11.9 11.0 14.3 13.5 14.2 15.8 17.9 18.0 17.2 16.8 14.9 17.5 19.3 22.0 22.3 20.9 21.0 23.7 37.0 25.2 1956
1956 9.2 9.2 8.4 7.5 8.5 10.2 13.2 14.2 12.7 13.1 11.8 10.8 14.0 13.2 13.9 15.3 17.2 17.3 16.5 16.1 14.3 16.5 18.1 20.2 20.2 18.7 18.3 19.6 26.7 16.4 8.3 1957
1957 8.5 8.5 7.8 6.8 7.7 9.4 12.2 13.1 11.6 12.0 10.7 9.7 12.6 11.9 12.4 13.6 15.3 15.3 14.4 13.8 12.0 13.8 14.9 16.4 15.9 14.1 13.1 13.0 16.3 6.8 -1.3 -10.0 1958
1958 9.5 9.5 8.8 7.9 8.8 10.5 13.3 14.2 12.8 13.2 12.0 11.1 14.0 13.3 13.9 15.2 16.9 16.9 16.2 15.8 14.3 16.1 17.4 19.0 18.9 17.6 17.2 17.8 21.5 15.3 12.2 14.2 45.0 1959
1959 9.6 9.6 8.9 8.1 9.0 10.6 13.3 14.2 12.8 13.1 12.0 11.2 13.9 13.3 13.8 15.1 16.6 16.7 16.0 15.6 14.1 15.9 17.0 18.4 18.2 17.0 16.6 17.0 20.0 14.8 12.3 13.7 27.8 12.7 1960
1960 9.3 9.3 8.7 7.9 8.7 10.2 12.8 13.7 12.3 12.7 11.5 10.8 13.3 12.7 13.2 14.3 15.8 15.8 15.0 14.7 13.2 14.8 15.7 16.9 16.6 15.3 14.8 14.9 17.1 12.4 10.0 10.4 18.2 6.8 1.2 1961
1961 9.8 9.8 9.2 8.4 9.2 10.8 13.3 14.1 12.8 13.2 12.1 11.4 13.9 13.3 13.8 14.9 16.3 16.3 15.7 15.3 14.0 15.5 16.4 17.6 17.4 16.3 15.9 16.2 18.3 14.4 12.6 13.5 20.4 13.1 13.3 26.9 1962
1962 9.2 9.2 8.6 7.8 8.6 10.0 12.4 13.2 11.9 12.2 11.2 10.4 12.8 12.2 12.6 13.6 14.9 14.8 14.1 13.8 12.4 13.7 14.4 15.4 15.0 13.9 13.3 13.2 14.7 11.0 9.1 9.2 13.5 6.8 4.9 6.8 -10.2 1963
1963 9.5 9.5 8.9 8.2 8.9 10.3 12.7 13.4 12.2 12.5 11.5 10.8 13.1 12.5 13.0 13.9 15.2 15.1 14.5 14.1 12.9 14.1 14.8 15.7 15.4 14.4 13.9 13.9 15.3 12.0 10.5 10.8 14.7 9.5 8.7 11.3 4.2 21.0 1964
1964 9.6 9.7 9.1 8.4 9.1 10.5 12.8 13.5 12.4 12.6 11.7 11.0 13.2 12.7 13.1 14.0 15.2 15.2 14.6 14.2 13.1 14.2 14.9 15.8 15.5 14.5 14.1 14.1 15.4 12.4 11.1 11.5 14.9 10.6 10.1 12.5 8.1 18.5 16.1 1965
1965 9.8 9.8 9.2 8.5 9.3 10.6 12.8 13.6 12.4 12.7 11.8 11.1 13.3 12.7 13.1 14.0 15.2 15.1 14.6 14.2 13.1 14.3 14.9 15.7 15.4 14.5 14.1 14.1 15.3 12.6 11.4 11.8 14.9 11.1 10.8 12.9 9.6 17.2 15.3 14.5 1966
1966 9.3 9.3 8.7 8.0 8.7 10.0 12.2 12.8 11.7 12.0 11.0 10.4 12.4 11.9 12.2 13.1 14.1 14.0 13.4 13.1 12.0 13.0 13.5 14.2 13.8 12.9 12.4 12.3 13.3 10.7 9.4 9.5 12.0 8.4 7.8 9.0 5.7 10.1 6.6 2.2 -8.7 1967
1967 9.7 9.7 9.2 8.5 9.2 10.5 12.6 13.3 12.2 12.4 11.6 10.9 12.9 12.4 12.8 13.6 14.6 14.6 14.0 13.7 12.7 13.7 14.2 14.9 14.6 13.8 13.4 13.4 14.3 12.0 10.9 11.2 13.5 10.5 10.2 11.6 9.2 13.6 11.8 10.4 8.4 28.7 1968
1968 9.8 9.8 9.3 8.7 9.4 10.6 12.6 13.3 12.2 12.5 11.6 11.0 13.0 12.5 12.8 13.6 14.6 14.6 14.0 13.7 12.8 13.7 14.2 14.9 14.6 13.8 13.4 13.4 14.3 12.1 11.2 11.4 13.6 10.9 10.7 11.9 9.9 13.7 12.3 11.3 10.3 21.2 14.1 1969
1969 9.3 9.3 8.8 8.1 8.8 10.0 11.9 12.5 11.5 11.7 10.9 10.3 12.1 11.6 12.0 12.7 13.6 13.5 13.0 12.6 11.7 12.5 12.9 13.5 13.1 12.3 11.9 11.8 12.5 10.4 9.4 9.5 11.3 8.7 8.3 9.1 7.1 9.8 8.0 6.5 4.5 9.4 0.8 -10.9 1970
1970 9.1 9.1 8.6 7.9 8.6 9.7 11.6 12.2 11.2 11.4 10.6 10.0 11.7 11.3 11.5 12.2 13.1 13.0 12.4 12.1 11.2 12.0 12.3 12.8 12.5 11.7 11.2 11.1 11.8 9.7 8.8 8.8 10.4 7.9 7.5 8.2 6.2 8.5 6.8 5.4 3.6 7.0 0.6 -5.6 0.0 1971
1971 9.2 9.2 8.7 8.1 8.7 9.9 11.7 12.3 11.3 11.5 10.7 10.2 11.9 11.4 11.7 12.4 13.2 13.1 12.6 12.3 11.4 12.1 12.5 13.0 12.6 11.9 11.5 11.4 12.0 10.1 9.2 9.3 10.8 8.5 8.2 8.9 7.2 9.3 8.0 6.8 5.6 8.7 4.2 1.1 7.8 16.1 1972
1972 9.4 9.4 8.9 8.3 8.9 10.0 11.8 12.4 11.5 11.7 10.9 10.3 12.0 11.6 11.8 12.5 13.3 13.2 12.7 12.4 11.6 12.3 12.7 13.1 12.8 12.1 11.7 11.6 12.3 10.5 9.6 9.7 11.2 9.1 8.8 9.5 8.0 10.1 8.9 8.0 7.1 10.1 6.7 4.9 10.7 16.5 16.8 1973
1973 8.7 8.7 8.2 7.6 8.2 9.3 11.0 11.5 10.6 10.8 10.0 9.5 11.0 10.6 10.8 11.4 12.2 12.0 11.5 11.2 10.3 11.0 11.3 11.7 11.3 10.6 10.2 10.0 10.5 8.7 7.9 7.9 9.1 7.0 6.7 7.1 5.6 7.1 5.8 4.8 3.6 5.5 2.1 -0.2 2.7 3.6 -2.2 -18.1 1974
1974 7.8 7.8 7.3 6.7 7.3 8.3 9.9 10.4 9.5 9.6 8.8 8.3 9.8 9.3 9.5 10.0 10.7 10.5 10.0 9.6 8.8 9.3 9.6 9.9 9.5 8.7 8.2 8.0 8.3 6.6 5.7 5.5 6.5 4.5 4.0 4.2 2.6 3.8 2.3 1.0 -0.3 0.8 -2.7 -5.3 -4.1 -5.1 -11.3 -22.7 -27.0 1975
1975 8.4 8.4 7.9 7.3 7.9 8.9 10.5 11.0 10.1 10.3 9.5 9.0 10.5 10.0 10.2 10.8 11.4 11.3 10.8 10.5 9.7 10.2 10.5 10.8 10.5 9.8 9.3 9.2 9.6 7.9 7.1 7.1 8.1 6.3 5.9 6.2 4.9 6.1 5.0 4.0 3.0 4.4 1.7 0.0 2.0 2.4 -0.8 -6.0 0.6 38.8 1976
1976 8.7 8.7 8.3 7.7 8.3 9.2 10.9 11.3 10.5 10.6 9.9 9.4 10.9 10.4 10.6 11.2 11.9 11.7 11.3 11.0 10.2 10.8 11.0 11.3 11.0 10.4 10.0 9.8 10.3 8.7 8.0 8.0 9.0 7.3 7.0 7.4 6.2 7.5 6.5 5.7 5.0 6.4 4.2 3.0 5.2 6.1 4.2 1.3 8.7 32.6 26.8 1977
1977 8.4 8.4 8.0 7.4 8.0 8.9 10.5 11.0 10.1 10.2 9.5 9.0 10.4 10.0 10.2 10.7 11.4 11.2 10.8 10.5 9.7 10.2 10.5 10.8 10.4 9.8 9.4 9.2 9.6 8.1 7.4 7.4 8.3 6.7 6.3 6.7 5.5 6.6 5.7 4.9 4.2 5.4 3.3 2.2 4.0 4.6 2.7 0.1 5.3 19.0 10.2 -4.3 1978
1978 8.4 8.4 8.0 7.4 8.0 8.9 10.4 10.9 10.0 10.2 9.5 9.0 10.4 10.0 10.2 10.6 11.3 11.1 10.7 10.4 9.6 10.2 10.4 10.7 10.3 9.7 9.3 9.2 9.5 8.1 7.4 7.4 8.3 6.7 6.4 6.7 5.6 6.7 5.8 5.1 4.4 5.6 3.7 2.7 4.4 4.9 3.4 1.3 5.7 16.0 9.3 1.4 7.5 1979
1979 8.7 8.7 8.2 7.7 8.2 9.2 10.7 11.1 10.3 10.4 9.8 9.3 10.7 10.3 10.4 10.9 11.6 11.4 11.0 10.7 10.0 10.5 10.7 11.0 10.7 10.1 9.8 9.6 10.0 8.6 8.0 8.0 8.9 7.4 7.2 7.5 6.5 7.6 6.8 6.2 5.6 6.8 5.2 4.4 6.1 6.8 5.6 4.1 8.4 17.3 12.5 8.1 14.8 22.6 1980
1980 9.1 9.1 8.7 8.2 8.7 9.6 11.1 11.5 10.7 10.9 10.2 9.8 11.1 10.7 10.9 11.4 12.1 11.9 11.5 11.3 10.6 11.1 11.3 11.7 11.4 10.8 10.5 10.4 10.8 9.5 8.9 8.9 9.8 8.5 8.3 8.6 7.7 8.8 8.2 7.7 7.2 8.5 7.1 6.5 8.2 9.1 8.4 7.3 11.6 19.7 16.3 13.8 20.5 27.6 32.8 1981
1981 8.8 8.8 8.4 7.9 8.4 9.3 10.8 11.2 10.4 10.6 9.9 9.5 10.8 10.4 10.6 11.0 11.6 11.5 11.1 10.8 10.2 10.7 10.9 11.2 10.9 10.3 10.0 9.9 10.2 9.0 8.4 8.4 9.2 7.9 7.7 8.0 7.1 8.1 7.5 7.0 6.5 7.6 6.3 5.7 7.2 7.9 7.1 6.1 9.5 16.1 12.7 10.1 14.0 16.2 13.1 -3.6 1982
1982 9.0 9.0 8.6 8.2 8.7 9.5 11.0 11.4 10.6 10.8 10.1 9.7 11.0 10.6 10.8 11.3 11.9 11.7 11.3 11.1 10.4 10.9 11.2 11.4 11.2 10.6 10.3 10.2 10.6 9.4 8.8 8.9 9.7 8.4 8.2 8.6 7.8 8.8 8.1 7.7 7.3 8.4 7.2 6.7 8.2 8.9 8.3 7.5 10.8 16.7 13.8 11.8 15.3 17.4 15.7 8.0 21.0 1983
1983 9.2 9.3 8.9 8.4 8.9 9.8 11.2 11.6 10.8 11.0 10.4 10.0 11.2 10.9 11.0 11.5 12.1 12.0 11.6 11.4 10.7 11.2 11.4 11.7 11.5 11.0 10.7 10.6 10.9 9.8 9.3 9.3 10.1 8.9 8.8 9.1 8.4 9.3 8.8 8.4 8.1 9.2 8.1 7.7 9.1 9.9 9.4 8.7 11.8 17.3 14.8 13.2 16.4 18.3 17.2 12.5 21.5 22.0 1984
1984 9.2 9.2 8.8 8.3 8.8 9.7 11.0 11.5 10.7 10.9 10.3 9.8 11.1 10.7 10.9 11.3 11.9 11.8 11.4 11.2 10.6 11.0 11.2 11.5 11.3 10.8 10.5 10.4 10.7 9.6 9.1 9.1 9.9 8.8 8.6 8.9 8.2 9.1 8.6 8.2 7.9 8.9 7.9 7.5 8.8 9.5 9.0 8.4 11.1 15.9 13.6 12.1 14.6 15.9 14.6 10.4 15.5 12.9 4.5 1985
1985 9.5 9.5 9.2 8.7 9.2 10.0 11.4 11.8 11.1 11.2 10.7 10.3 11.5 11.1 11.3 11.8 12.3 12.2 11.9 11.7 11.1 11.5 11.8 12.0 11.8 11.3 11.1 11.0 11.3 10.3 9.8 9.9 10.7 9.5 9.4 9.8 9.1 10.0 9.6 9.3 9.0 10.0 9.1 8.8 10.2 10.9 10.5 10.0 12.8 17.3 15.4 14.2 16.7 18.1 17.3 14.5 19.5 19.0 17.5 32.2 1986
1986 9.6 9.6 9.3 8.8 9.3 10.1 11.5 11.9 11.2 11.3 10.8 10.4 11.6 11.2 11.4 11.9 12.4 12.3 12.0 11.8 11.2 11.6 11.9 12.1 11.9 11.5 11.2 11.2 11.5 10.5 10.0 10.1 10.8 9.8 9.7 10.0 9.4 10.3 9.8 9.6 9.3 10.3 9.4 9.2 10.5 11.2 10.9 10.5 13.0 17.2 15.4 14.4 16.6 17.8 17.2 14.7 18.8 18.3 17.1 23.9 16.2 1987
1987 9.5 9.5 9.1 8.7 9.2 10.0 11.3 11.7 11.0 11.1 10.6 10.2 11.4 11.0 11.2 11.6 12.2 12.1 11.7 11.5 10.9 11.4 11.6 11.9 11.6 11.2 10.9 10.9 11.2 10.2 9.7 9.8 10.5 9.5 9.4 9.7 9.1 9.9 9.5 9.2 9.0 9.9 9.0 8.8 10.0 10.6 10.3 9.8 12.2 15.9 14.2 13.1 15.0 15.9 15.1 12.8 15.8 14.8 13.0 16.0 8.7 1.7 1988
1988 9.6 9.6 9.3 8.8 9.3 10.1 11.4 11.8 11.1 11.3 10.7 10.3 11.5 11.2 11.3 11.8 12.3 12.2 11.9 11.7 11.1 11.5 11.7 12.0 11.8 11.4 11.1 11.1 11.4 10.4 10.0 10.0 10.8 9.8 9.7 10.0 9.4 10.2 9.8 9.6 9.4 10.3 9.4 9.2 10.4 11.0 10.7 10.3 12.5 16.1 14.5 13.5 15.3 16.1 15.4 13.4 16.1 15.3 14.0 16.5 11.7 9.5 18.0 1989
1989 9.9 9.9 9.6 9.1 9.6 10.4 11.7 12.1 11.4 11.6 11.0 10.7 11.8 11.5 11.7 12.1 12.6 12.5 12.2 12.0 11.5 11.9 12.1 12.4 12.2 11.8 11.6 11.5 11.8 10.9 10.5 10.6 11.3 10.3 10.3 10.6 10.0 10.9 10.5 10.3 10.1 11.0 10.3 10.1 11.3 11.9 11.6 11.4 13.5 16.9 15.5 14.7 16.4 17.2 16.7 15.0 17.6 17.1 16.4 18.9 15.8 15.6 23.3 28.9 1990
1990 9.6 9.6 9.3 8.9 9.3 10.1 11.4 11.8 11.1 11.2 10.7 10.3 11.4 11.1 11.3 11.7 12.2 12.1 11.8 11.6 11.1 11.5 11.7 11.9 11.7 11.3 11.1 11.0 11.3 10.4 10.0 10.0 10.7 9.8 9.7 10.0 9.4 10.2 9.8 9.6 9.4 10.2 9.5 9.3 10.4 10.9 10.6 10.3 12.3 15.3 13.9 13.0 14.5 15.1 14.4 12.7 14.7 14.0 12.9 14.3 11.1 9.8 12.7 10.1 -6.0 1991
1991 10.0 10.0 9.7 9.3 9.7 10.5 11.7 12.1 11.5 11.6 11.1 10.7 11.8 11.5 11.7 12.1 12.6 12.5 12.2 12.0 11.5 12.0 12.1 12.4 12.2 11.8 11.6 11.6 11.9 11.0 10.6 10.7 11.4 10.5 10.4 10.7 10.2 11.0 10.6 10.4 10.3 11.1 10.5 10.3 11.4 11.9 11.7 11.5 13.4 16.4 15.1 14.4 15.8 16.5 16.0 14.6 16.6 16.1 15.4 17.0 14.7 14.4 17.8 17.7 12.5 34.7 1992
1992 10.0 10.0 9.7 9.3 9.7 10.5 11.7 12.1 11.4 11.6 11.1 10.7 11.8 11.5 11.7 12.1 12.5 12.5 12.2 12.0 11.5 11.9 12.1 12.3 12.2 11.8 11.6 11.5 11.8 10.9 10.6 10.7 11.3 10.4 10.4 10.7 10.2 10.9 10.6 10.4 10.3 11.1 10.4 10.3 11.3 11.8 11.6 11.4 13.2 16.0 14.8 14.1 15.4 16.0 15.5 14.2 16.0 15.5 14.8 16.1 14.0 13.6 16.2 15.7 11.6 21.6 9.8 1993
1993 10.0 10.0 9.7 9.3 9.7 10.5 11.7 12.1 11.4 11.6 11.1 10.7 11.8 11.5 11.7 12.0 12.5 12.5 12.2 12.0 11.5 11.9 12.1 12.3 12.1 11.8 11.6 11.5 11.8 11.0 10.6 10.7 11.3 10.5 10.4 10.7 10.2 10.9 10.6 10.4 10.3 11.1 10.5 10.3 11.3 11.8 11.6 11.4 13.1 15.7 14.6 13.9 15.1 15.7 15.2 13.9 15.5 15.1 14.4 15.5 13.6 13.3 15.3 14.8 11.5 18.0 10.5 11.1 1994
1994 9.8 9.8 9.5 9.1 9.6 10.3 11.5 11.8 11.2 11.4 10.9 10.5 11.6 11.3 11.4 11.8 12.3 12.2 11.9 11.7 11.2 11.6 11.8 12.0 11.8 11.5 11.3 11.2 11.5 10.7 10.3 10.4 11.0 10.2 10.1 10.4 9.9 10.6 10.3 10.1 9.9 10.7 10.0 9.9 10.8 11.3 11.1 10.8 12.4 14.9 13.8 13.1 14.2 14.6 14.1 12.9 14.3 13.7 13.0 13.9 12.0 11.5 13.0 12.2 9.1 13.2 6.8 5.4 -0.1 1995
1995 10.2 10.2 9.9 9.5 9.9 10.7 11.8 12.2 11.6 11.7 11.3 10.9 11.9 11.7 11.8 12.2 12.7 12.6 12.3 12.2 11.7 12.1 12.3 12.5 12.3 12.0 11.8 11.8 12.0 11.2 10.9 11.0 11.6 10.8 10.8 11.0 10.6 11.3 11.0 10.9 10.7 11.5 10.9 10.8 11.7 12.2 12.1 11.8 13.4 15.9 14.8 14.2 15.3 15.8 15.4 14.3 15.7 15.3 14.8 15.8 14.3 14.1 15.7 15.4 13.3 17.6 13.6 15.0 16.9 36.8 1996
1996 10.3 10.4 10.0 9.7 10.1 10.8 12.0 12.3 11.7 11.9 11.4 11.1 12.1 11.8 12.0 12.4 12.8 12.8 12.5 12.3 11.9 12.3 12.5 12.7 12.5 12.2 12.0 12.0 12.2 11.5 11.2 11.2 11.8 11.1 11.0 11.3 10.9 11.6 11.3 11.2 11.1 11.8 11.2 11.1 12.1 12.6 12.4 12.2 13.8 16.1 15.1 14.6 15.6 16.1 15.7 14.8 16.1 15.8 15.3 16.2 14.9 14.8 16.3 16.1 14.4 18.2 15.2 16.5 18.4 28.8 21.4 1997
1997 10.6 10.6 10.3 10.0 10.4 11.1 12.3 12.6 12.0 12.2 11.7 11.4 12.4 12.1 12.3 12.7 13.1 13.1 12.8 12.7 12.2 12.6 12.8 13.0 12.9 12.6 12.4 12.4 12.6 11.9 11.6 11.7 12.3 11.5 11.5 11.8 11.4 12.1 11.9 11.7 11.6 12.4 11.9 11.8 12.7 13.2 13.1 12.9 14.5 16.7 15.8 15.3 16.4 16.9 16.6 15.7 17.0 16.7 16.4 17.3 16.2 16.2 17.7 17.7 16.4 20.0 17.7 19.4 21.5 29.7 26.3 31.4 1998
1998 10.8 10.8 10.5 10.2 10.6 11.3 12.4 12.8 12.2 12.3 11.9 11.6 12.6 12.3 12.5 12.9 13.3 13.3 13.0 12.9 12.4 12.8 13.0 13.2 13.1 12.8 12.6 12.6 12.9 12.2 11.9 12.0 12.6 11.9 11.8 12.1 11.8 12.4 12.2 12.1 12.0 12.7 12.2 12.2 13.1 13.6 13.5 13.4 14.8 17.0 16.2 15.7 16.8 17.2 17.0 16.1 17.4 17.2 16.9 17.8 16.8 16.8 18.3 18.4 17.2 20.5 18.6 20.2 22.1 28.3 25.6 27.8 24.3 1999
1999 11.0 11.0 10.7 10.4 10.8 11.5 12.6 13.0 12.4 12.5 12.1 11.8 12.8 12.5 12.7 13.1 13.5 13.5 13.2 13.1 12.7 13.0 13.2 13.5 13.3 13.0 12.9 12.9 13.1 12.4 12.2 12.3 12.8 12.2 12.1 12.4 12.1 12.8 12.5 12.4 12.4 13.1 12.6 12.6 13.5 14.0 13.9 13.8 15.2 17.3 16.5 16.1 17.1 17.6 17.4 16.6 17.8 17.7 17.4 18.3 17.4 17.5 18.9 19.0 18.0 21.0 19.4 20.9 22.6 27.7 25.5 26.9 24.8 25.2 2000
2000 10.6 10.7 10.4 10.0 10.4 11.1 12.2 12.6 12.0 12.1 11.7 11.4 12.3 12.1 12.3 12.6 13.0 13.0 12.7 12.6 12.2 12.5 12.7 12.9 12.8 12.5 12.3 12.3 12.6 11.9 11.6 11.7 12.2 11.5 11.5 11.8 11.4 12.0 11.8 11.7 11.6 12.3 11.8 11.7 12.6 13.0 12.9 12.8 14.1 16.1 15.3 14.8 15.7 16.1 15.8 15.0 16.1 15.8 15.5 16.2 15.2 15.1 16.2 16.1 15.0 17.3 15.5 16.3 17.0 20.1 17.1 16.0 11.3 5.3 -11.4 2001
2001 10.3 10.3 10.0 9.7 10.1 10.8 11.8 12.2 11.6 11.7 11.3 11.0 11.9 11.7 11.8 12.2 12.6 12.5 12.3 12.1 11.7 12.1 12.2 12.4 12.3 12.0 11.8 11.8 12.0 11.3 11.0 11.1 11.6 10.9 10.9 11.2 10.8 11.4 11.1 11.0 10.9 11.5 11.1 11.0 11.7 12.1 12.0 11.8 13.1 14.9 14.1 13.6 14.4 14.8 14.4 13.6 14.5 14.2 13.8 14.4 13.3 13.2 14.0 13.7 12.5 14.4 12.5 12.8 13.1 15.1 11.8 10.0 5.2 -0.5 -11.3 -11.1 2002
2002 9.8 9.8 9.6 9.2 9.6 10.2 11.3 11.6 11.1 11.2 10.7 10.4 11.3 11.1 11.2 11.5 11.9 11.9 11.6 11.4 11.0 11.4 11.5 11.7 11.5 11.2 11.0 11.0 11.2 10.5 10.2 10.3 10.8 10.1 10.0 10.2 9.9 10.4 10.2 10.0 9.9 10.5 10.0 9.9 10.6 10.9 10.7 10.5 11.7 13.4 12.6 12.0 12.8 13.0 12.6 11.7 12.5 12.1 11.6 12.0 10.9 10.6 11.3 10.8 9.5 10.9 9.0 8.9 8.6 9.8 6.4 4.1 -0.7 -6.1 -14.7 -16.3 -21.1 2003
2003 10.1 10.1 9.8 9.5 9.9 10.5 11.6 11.9 11.3 11.4 11.0 10.7 11.6 11.4 11.5 11.8 12.2 12.2 11.9 11.8 11.3 11.7 11.8 12.0 11.9 11.6 11.4 11.4 11.6 10.9 10.6 10.7 11.2 10.5 10.5 10.7 10.3 10.9 10.7 10.5 10.4 11.0 10.5 10.4 11.1 11.5 11.3 11.2 12.3 14.0 13.2 12.7 13.4 13.7 13.3 12.5 13.3 13.0 12.5 13.0 12.0 11.8 12.4 12.1 10.9 12.4 10.7 10.8 10.7 12.0 9.2 7.6 4.1 0.5 -4.9 -2.7 1.9 31.6 2004
2004 10.1 10.1 9.8 9.5 9.9 10.5 11.6 11.9 11.3 11.4 11.0 10.7 11.6 11.4 11.5 11.8 12.2 12.2 11.9 11.8 11.4 11.7 11.8 12.0 11.9 11.6 11.4 11.4 11.6 10.9 10.7 10.7 11.2 10.6 10.5 10.7 10.4 10.9 10.7 10.6 10.5 11.0 10.6 10.5 11.2 11.5 11.4 11.2 12.3 13.9 13.1 12.7 13.4 13.6 13.3 12.5 13.3 12.9 12.5 12.9 12.0 11.8 12.4 12.1 11.0 12.3 10.8 10.9 10.8 12.0 9.5 8.1 5.2 2.3 -1.8 0.8 5.1 21.4 12.0 2005
2005 10.1 10.1 9.8 9.5 9.8 10.5 11.5 11.8 11.3 11.4 11.0 10.7 11.5 11.3 11.4 11.8 12.1 12.1 11.8 11.7 11.3 11.6 11.7 11.9 11.8 11.5 11.3 11.3 11.5 10.8 10.6 10.6 11.1 10.5 10.4 10.6 10.3 10.8 10.6 10.4 10.3 10.9 10.5 10.4 11.0 11.3 11.2 11.0 12.1 13.7 12.9 12.5 13.1 13.3 13.0 12.2 13.0 12.6 12.2 12.6 11.7 11.5 12.0 11.7 10.7 11.9 10.4 10.5 10.4 11.5 9.2 7.9 5.3 2.8 -0.5 1.9 5.4 16.1 9.0 6.2 2006
2006 10.1 10.1 9.9 9.5 9.9 10.5 11.5 11.8 11.3 11.4 11.0 10.7 11.6 11.4 11.5 11.8 12.2 12.1 11.9 11.7 11.3 11.7 11.8 12.0 11.8 11.5 11.4 11.3 11.6 10.9 10.7 10.7 11.2 10.6 10.5 10.7 10.4 10.9 10.7 10.6 10.5 11.0 10.6 10.5 11.1 11.5 11.3 11.2 12.2 13.7 13.0 12.6 13.2 13.4 13.1 12.4 13.1 12.7 12.4 12.7 11.9 11.7 12.2 11.9 11.0 12.1 10.8 10.8 10.8 11.8 9.8 8.7 6.4 4.3 1.7 4.0 7.3 15.9 11.1 10.7 15.5 2007
2007 10.1 10.1 9.8 9.5 9.9 10.5 11.5 11.8 11.2 11.3 10.9 10.7 11.5 11.3 11.4 11.7 12.1 12.0 11.8 11.6 11.2 11.6 11.7 11.9 11.7 11.4 11.3 11.2 11.4 10.8 10.6 10.6 11.1 10.5 10.4 10.6 10.3 10.8 10.6 10.5 10.4 10.9 10.5 10.4 11.0 11.3 11.2 11.0 12.0 13.5 12.8 12.3 12.9 13.1 12.8 12.1 12.8 12.5 12.1 12.4 11.6 11.4 11.9 11.6 10.7 11.8 10.5 10.5 10.5 11.3 9.4 8.4 6.3 4.5 2.2 4.3 7.1 13.8 9.8 9.1 10.5 5.8 2008
2008 9.3 9.3 9.1 8.7 9.1 9.7 10.6 10.9 10.4 10.5 10.1 9.8 10.6 10.4 10.5 10.8 11.1 11.1 10.8 10.6 10.3 10.5 10.7 10.8 10.7 10.4 10.2 10.1 10.3 9.7 9.4 9.4 9.8 9.2 9.2 9.3 9.0 9.5 9.2 9.1 8.9 9.4 9.0 8.8 9.4 9.7 9.5 9.3 10.2 11.5 10.8 10.3 10.8 11.0 10.6 9.9 10.4 10.0 9.5 9.8 8.9 8.6 8.9 8.5 7.5 8.3 6.9 6.7 6.4 6.9 4.9 3.6 1.4 -0.6 -3.1 -2.0 -0.7 3.2 -1.7 -4.8 -8.2 -18.2 -36.7 2009
2009 9.5 9.6 9.3 9.0 9.3 9.9 10.9 11.1 10.6 10.7 10.3 10.1 10.9 10.6 10.7 11.0 11.4 11.3 11.1 10.9 10.5 10.8 10.9 11.1 10.9 10.6 10.5 10.4 10.6 10.0 9.7 9.8 10.2 9.6 9.5 9.7 9.4 9.8 9.6 9.5 9.4 9.8 9.4 9.3 9.8 10.1 10.0 9.8 10.7 12.0 11.3 10.9 11.4 11.5 11.1 10.5 11.0 10.6 10.2 10.5 9.6 9.4 9.7 9.4 8.5 9.3 8.0 7.9 7.7 8.3 6.5 5.4 3.5 1.8 -0.3 1.0 2.6 6.5 2.9 1.1 -0.1 -4.8 -9.7 28.8 2010
2010 9.6 9.7 9.4 9.1 9.4 10.0 10.9 11.2 10.7 10.8 10.4 10.2 10.9 10.7 10.8 11.1 11.5 11.4 11.2 11.0 10.6 10.9 11.0 11.2 11.0 10.8 10.6 10.5 10.7 10.1 9.9 9.9 10.3 9.7 9.7 9.9 9.5 10.0 9.8 9.6 9.5 10.0 9.6 9.5 10.0 10.3 10.2 10.0 10.9 12.2 11.5 11.1 11.6 11.7 11.3 10.7 11.2 10.9 10.5 10.7 10.0 9.7 10.1 9.7 8.9 9.7 8.5 8.4 8.3 8.8 7.2 6.2 4.5 3.0 1.2 2.5 4.2 7.9 4.9 3.7 3.2 0.4 -1.4 23.2 17.7 2011
2011 9.5 9.5 9.3 9.0 9.3 9.9 10.8 11.1 10.6 10.7 10.3 10.0 10.8 10.6 10.7 11.0 11.3 11.2 11.0 10.8 10.5 10.8 10.9 11.0 10.9 10.6 10.4 10.4 10.6 10.0 9.7 9.7 10.1 9.6 9.5 9.7 9.4 9.8 9.6 9.4 9.3 9.8 9.4 9.3 9.8 10.1 9.9 9.7 10.6 11.8 11.2 10.7 11.2 11.3 11.0 10.4 10.9 10.5 10.1 10.4 9.6 9.3 9.7 9.3 8.5 9.2 8.1 8.0 7.8 8.3 6.8 5.9 4.2 2.8 1.2 2.4 3.8 7.1 4.3 3.3 2.8 0.5 -0.8 15.2 8.9 0.8 2012
2012 9.6 9.6 9.4 9.1 9.4 10.0 10.9 11.1 10.7 10.7 10.4 10.1 10.9 10.7 10.8 11.0 11.4 11.3 11.1 10.9 10.6 10.8 10.9 11.1 11.0 10.7 10.5 10.5 10.6 10.1 9.8 9.8 10.2 9.7 9.6 9.8 9.5 9.9 9.7 9.6 9.5 9.9 9.5 9.4 9.9 10.2 10.1 9.9 10.7 11.9 11.3 10.9 11.4 11.5 11.2 10.5 11.0 10.7 10.3 10.6 9.8 9.6 9.9 9.6 8.8 9.5 8.5 8.4 8.3 8.8 7.3 6.5 5.0 3.7 2.2 3.5 4.9 7.9 5.6 4.8 4.6 2.9 2.4 15.4 11.3 8.2 16.2 2013
2013 9.9 9.9 9.6 9.3 9.7 10.2 11.1 11.4 10.9 11.0 10.7 10.4 11.2 11.0 11.1 11.3 11.7 11.6 11.4 11.2 10.9 11.2 11.3 11.4 11.3 11.0 10.9 10.8 11.0 10.4 10.2 10.2 10.6 10.1 10.1 10.2 9.9 10.4 10.2 10.0 10.0 10.4 10.0 9.9 10.5 10.7 10.6 10.4 11.3 12.5 11.9 11.5 12.0 12.1 11.8 11.2 11.7 11.4 11.1 11.3 10.6 10.4 10.8 10.5 9.8 10.6 9.6 9.6 9.5 10.0 8.7 8.0 6.7 5.6 4.3 5.6 7.1 10.2 8.2 7.8 8.0 7.0 7.2 19.1 16.8 16.5 25.3 35.2 2014
2014 9.9 9.9 9.7 9.4 9.7 10.3 11.1 11.4 10.9 11.0 10.7 10.4 11.2 11.0 11.1 11.3 11.7 11.6 11.4 11.2 10.9 11.2 11.3 11.4 11.3 11.0 10.9 10.8 11.0 10.5 10.2 10.3 10.7 10.1 10.1 10.3 10.0 10.4 10.2 10.1 10.0 10.4 10.1 10.0 10.5 10.7 10.6 10.5 11.3 12.5 11.9 11.5 12.0 12.1 11.8 11.2 11.7 11.4 11.1 11.3 10.7 10.5 10.8 10.6 9.9 10.6 9.7 9.6 9.6 10.1 8.8 8.2 6.9 5.9 4.8 6.0 7.5 10.3 8.5 8.2 8.4 7.6 7.8 17.9 15.8 15.3 20.6 22.8 11.6 2015
2015 9.8 9.8 9.5 9.2 9.6 10.1 11.0 11.3 10.8 10.9 10.5 10.3 11.0 10.8 10.9 11.2 11.5 11.4 11.2 11.1 10.7 11.0 11.1 11.2 11.1 10.9 10.7 10.7 10.8 10.3 10.0 10.1 10.5 9.9 9.9 10.1 9.8 10.2 10.0 9.9 9.8 10.2 9.8 9.7 10.2 10.5 10.4 10.2 11.0 12.1 11.5 11.2 11.6 11.7 11.4 10.9 11.3 11.1 10.7 10.9 10.3 10.1 10.4 10.1 9.5 10.1 9.2 9.2 9.1 9.6 8.3 7.7 6.5 5.6 4.4 5.6 6.9 9.4 7.8 7.4 7.5 6.7 6.8 15.0 12.9 12.0 14.9 14.5 5.4 -0.5 2016
2016 9.8 9.8 9.6 9.3 9.6 10.2 11.0 11.3 10.8 10.9 10.6 10.3 11.0 10.8 10.9 11.2 11.5 11.5 11.2 11.1 10.8 11.0 11.1 11.3 11.1 10.9 10.7 10.7 10.9 10.3 10.1 10.1 10.5 10.0 10.0 10.1 9.8 10.2 10.0 9.9 9.8 10.3 9.9 9.8 10.3 10.5 10.4 10.3 11.0 12.2 11.6 11.2 11.7 11.8 11.5 10.9 11.4 11.1 10.8 11.0 10.4 10.2 10.5 10.3 9.6 10.3 9.4 9.4 9.3 9.7 8.6 8.0 6.9 6.0 5.0 6.1 7.3 9.7 8.2 7.9 8.0 7.3 7.5 14.9 13.0 12.2 14.7 14.3 8.1 6.3 13.6 2017
2017 9.9 9.9 9.7 9.4 9.7 10.3 11.1 11.4 10.9 11.0 10.7 10.4 11.2 11.0 11.1 11.3 11.6 11.6 11.4 11.2 10.9 11.2 11.3 11.4 11.3 11.0 10.9 10.9 11.0 10.5 10.3 10.3 10.7 10.2 10.1 10.3 10.0 10.4 10.2 10.1 10.1 10.5 10.1 10.0 10.5 10.8 10.6 10.5 11.3 12.4 11.8 11.5 11.9 12.0 11.7 11.2 11.7 11.4 11.1 11.3 10.7 10.5 10.8 10.6 10.0 10.6 9.8 9.8 9.8 10.2 9.1 8.6 7.5 6.7 5.8 6.9 8.1 10.4 9.1 8.8 9.1 8.5 8.8 15.5 14.0 13.4 15.7 15.6 11.2 11.0 17.3 21.1 2018
2018 9.8 9.8 9.5 9.2 9.6 10.1 10.9 11.2 10.7 10.8 10.5 10.2 10.9 10.7 10.9 11.1 11.4 11.3 11.1 11.0 10.7 10.9 11.0 11.2 11.0 10.8 10.6 10.6 10.8 10.2 10.0 10.0 10.4 9.9 9.9 10.0 9.7 10.1 9.9 9.8 9.7 10.1 9.8 9.7 10.2 10.4 10.3 10.1 10.9 11.9 11.4 11.0 11.4 11.5 11.3 10.7 11.2 10.9 10.6 10.8 10.2 10.0 10.3 10.0 9.4 10.0 9.2 9.2 9.1 9.5 8.5 7.9 6.9 6.1 5.2 6.2 7.3 9.4 8.1 7.8 7.9 7.3 7.5 13.3 11.7 11.0 12.5 11.9 7.7 6.8 9.3 7.2 -5.0
I seem to remember having some problems copying the text of the tables depending on how the .PDF was being viewed, I think the problem was related to whether or not you open the PDF inside a web-page or download and open the PDF file from local computer.
"To achieve satisfactory investment results is easier than most people realize; to achieve superior results is harder than it looks." - Benjamin Graham

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Random Musings
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Location: Pennsylvania

Re: 2019 DFA Matrix Book Is Out

Post by Random Musings » Thu Apr 25, 2019 9:32 am

JoMoney wrote:
Wed Apr 24, 2019 10:34 pm
FYI... The 2019 DFA Matrix Book is out , these books have a nice reference for the returns of various investments (stocks / bonds) as well as some other interesting info.

I used to get these handy guides from IFA's website, but unfortunately they seem to have locked it down and require you to talk to an IFA "Wealth Advisor" to get a copy :annoyed
https://www.ifa.com/book-library/?q=DFA%20Matrix

Fortunately there are other places that have it available, such as:
https://www.fplcapital.com/wp-content/u ... k-2019.pdf :happy
Thanks for the link. Loads of info.

RM
I figure the odds be fifty-fifty I just might have something to say. FZ

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