May 14, 2020

These have been challenging times for value stocks. Over the 10-year period ending March 31, 2020, the Fama/French US Value Research Index returned an annualized 5.06%, well behind the 13.04% achieved by the Fama/French US Growth Research Index. This performance diverg...

May 14, 2020

Economic downturns can be worrying, but research shows stock prices generally have fallen before a recession begins. Average returns have been positive two years after a recession's onset (PDF).

May 12, 2020

Everyone wants to know when we’ll be able to get to the other side of COVID-19. Dimensional Founder David Booth shares what he’s seeing and why it gives him hope.

May 7, 2020

The US stock market has averaged about a 10% annual return since 1926, but it's usually well above or below that mark in a given year. Understanding the range can help investors ride out the ups and downs (PDF).

April 28, 2020

The following commentary is provided by Dimensional Fund Advisors on recent thoughts that small company stocks may underperform due to current economic conditions.

With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whet...

February 7, 2020

The following commentary is provided by Dimensional Fund Advisors. 

The first decade of the 21st century, and the second one that recently ended, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a b...

February 5, 2020

The following commentary is provided by Dimensional Fund Advisors.

Investors often see dividends as a way to generate income. But dividend strategies are not the only way to produce cash, and investors should be aware of the potential tradeoffs that accompany a focus on...

January 17, 2019

(PDFs of our 2018 Market Presentation and the following 2018 Market Review Commentary)

After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic grow...

December 5, 2018

Why diversify? Do I need to own more than an S&P 500 index fund? (Link)

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