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 Dimensional Fund Performance Graphs 

The following are links to graphs showing the performance of the Dimensional trusts that we use to build investment portfolios for our clients over the past 10 years.

The Growth of Wealth graphs show the value of $1 invested from the starting month to the end of the month indicated as compared to $1 invested in the comparative index.

The Annual Performance Bar graphs show the average annual performance of the relevant fund compared to an appropriate index.

The Periodic Performance table displays annualised return data over a number of periods.

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 Growth of Wealth Graphs 
Growth of Wealth Example
 Annual Performance Bar Graphs 
Performance Graph example
 Periodic Performance Data 
Periodic Performance Example
Scott Francis' articles in the Eureka Report 

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

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