Standard Performance Disclosure as of December 31, 201 Loring Ward s seek to put the broad-based power The are built with 9 asset class funds, offered by noted in the are designed for investors who are comfortable the amount of risk an investor is willing to take), the performance, the portfolios in the are designed and 3.3 2.0.81 5.5.24.78 current to the most recent month-end, please call Dimensional Fund Advisors collect at 512-30-7400; or visit Assumptions Methodology white paper 201, from which 1,000 simulations are run in order to provide a range of scenarios. Tool uses capital through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC. B 1-043 (8/18)
Standard Performance Disclosure as of December 31, 201 Loring Ward s seek to put the broad-based power The are built with 9 asset class funds, offered by noted in the are designed for investors who are comfortable the amount of risk an investor is willing to take), the performance, the portfolios in the are designed and 3.3 2.0.81 5.5.24.78 current to the most recent month-end, please call Dimensional Fund Advisors collect at 512-30-7400; or visit Assumptions Methodology white paper 201, from which 1,000 simulations are run in order to provide a range of scenarios. Tool uses capital through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC. B 1-043 (8/18)
Performance Statistics January 2002 December 201 Defensive Conservative Balanced Moderate Moderate Growth Capital Appreciation Equity Annualized Return 3.92% 4.74% 5.35%.08%.7%.78% 7.18% Annualized Real Return 1 1.82% 2.4% 3.24% 3.97% 4.57% 4.8% 5.08% Standard Deviation 2 4.45%.49% 8.12% 10.78% 12.59% 14.17% 1.9% Best 1-Year Return 18.41% 2.00% 30.81% 4% 51.5% 57.2% 8.85% Worst 1-Year Return -13.22% -20.15% -25.30% -33.7% -38.87% -43.27% -50.01% Best 5-Year Annualized Return 7.41% 10.11% 11.51% 15.70% 18.02% 19.82% 22.81% Worst 5-Year Annualized Return 0.50% -0.40% -1.32% -2.5% -3.3% -4.4% -.28% Quarters Up 43 42 42 41 41 41 41 Quarters Down 17 18 18 19 19 19 19 Years Up 12 11 11 11 11 11 11 Years Down 3 4 4 4 4 4 4 # of Stocks 3 8,124 10,082 10,082 10,082 10,082 10,082 10,082 # of Holdings 3 8,477 10,435 10,435 10,435 10,435 10,435 10,082 # Countries 4 23 42 42 42 42 42 42 # of Currencies 4 14 30 30 30 30 30 30 Est. Lifetime Income Distribution 3.% 3.72% 3.79% 3.82% % % 3.94% 1 Annualized Real Return is the annualized growth of investments net of inflation rate over the period, as measured by the U.S. Consumer Price Index. Inflation is estimated using IA SBBI US Inflation Index 2 Standard deviation is used by investors as a gauge for the amount of expected volatility. 3 Estimates as of December 201. 4 Number of countries and currencies eligible for trading. Actual numbers may be different. 5 Downside risk is the likelihood that an investment will decline in value, or the amount of loss that could result from that potential decline. See back panel for footnote.
DFA Funds Defensive Conservative Balanced Moderate Moderate Growth Capital Appreciation Equity 25% Stocks and 75% Bonds 40% Stocks and 0% Bonds 50% Stocks and 50% Bonds 5% Stocks and 35% Bonds 75% Stocks and 25% Bonds 85% Stocks and 15% Bonds 98% Stocks and 2% Cash is to provide capital preservation by investing in a portfolio of primarily bonds. It is designed for those who have a substantially lower tolerance for portfolio fluctuations. The investment time horizon is typically 3 years or more. is to provide capital preservation and limited growth by investing in a portfolio of primarily bonds with some stocks. It is designed for those who have a lower tolerance for portfolio fluctuations. The investment time horizon is typically 3 to 5 years or more. is to provide a balance between capital preservation and growth. It is designed for those who have an average tolerance for portfolio fluctuations. The investment time horizon is typically 5 to 10 years or more. is to provide some long-term growth by investing in both bonds and a greater allocation to stocks. It is designed for those who have a moderate tolerance for portfolio fluctuations. The investment time horizon is typically 10 to 15 years or more. is to provide moderate longterm growth. It is designed for those seeking growth and willing to assume a higher level of risk. These investors should have a long-term investment horizon and be able to withstand regular fluctuations in portfolio value. The investment time horizon is typically 10 to 20 years or greater. is to provide long-term growth. It is designed for those interested in maximizing growth potential and willing to assume a higher level of risk to potentially achieve greater returns. These investors should have a long-term investment horizon and be able to withstand significant fluctuations in portfolio value. The investment time horizon is typically 15 to 20 years or more. is to maximize longterm growth potential. It is designed for those willing to assume a higher level of risk to potentially achieve greater returns. These investors should have a long-term investment horizon and be able to withstand sizable fluctuations in portfolio value. The investment time horizon is typically 20 years or more. Asset Protection & Asset Growth Potential Downside Risk 5 Cash 4% 3% 3% 2% 2% 2% 2% Bonds 71% 57% 47% 33% 23% 13% 0% U.S. Stocks 1% 25% 30% 39% 4% 51% 59% Int l Stocks 9% 15% 20% 2% 29% 34% 39%
Standard Performance Disclosure as of December 31, 201 Loring Ward s seek to put the broad-based power The are built with 9 asset class funds, offered by noted in the are designed for investors who are comfortable the amount of risk an investor is willing to take), the performance, the portfolios in the are designed and 3.3 2.0.81 5.5.24.78 current to the most recent month-end, please call Dimensional Fund Advisors collect at 512-30-7400; or visit Assumptions Methodology white paper 201, from which 1,000 simulations are run in order to provide a range of scenarios. Tool uses capital through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC. B 1-043 (8/18)