World-Class Global Portfolios for Today's Investor

Sensible Portfolios

*Returns as of November 2017

 

Sensible Conservative Portfolios
For Investors Seeking Stable
Returns with Minimal Volatility >
YTD
PERIOD
1 YR
ANNUAL
3YRs
ANNUAL
5YRs
ANNUAL

JULY 2008
ANNUAL

Ultra Conservative 5.6 5.7 2.8 3.4 4.0
Conservative 7.3 7.6 3.5 4.5 4.5
           

Ultra Conservative Portfolio

Conservative Portfolio

 
Sensible Balanced Portfolios
For Investors Seeking Consistent
Growth of Capital >
YTD
PERIOD
1 YR
ANNUAL
3YRs
ANNUAL
5YRs
ANNUAL
JULY 2008
ANNUAL
Moderately Balanced 10.3 11.0 4.8 6.4 5.5
Balanced 12.4 13.4 5.7 7.6 6.1
           

Moderately Balanced Portfolio

Balanced Portfolio

Sensible Aggressive Portfolios
For Investors Seeking Above
Average Growth of Capital >
YTD
PERIOD
1 YR
ANNUAL
3YRs
ANNUAL
5YRs
ANNUAL
JULY 2008
ANNUAL
Aggressive 15.3 16.6 6.9 9.5 6.8
Ultra Aggressive 19.7 21.7 8.8 12.4 7.8
           

Aggressive

Ultra Aggressive

Historical performance data was used to calculate overall performance results as reported by each DFA mutual fund. The performance results are for illustration purposes only and do not represent the performance of any Sensible Model Portfolios. The particular Dimensional Fund Advisors mutual funds were selected to cover a range of investment objectives illustrating ultra conservative to ultra aggressive investment strategies. Actual client accounts will have varying performance results depending on market and economic conditions. Historical results are not indicative of future performance. Investing involves the risk of loss and investors should be prepared to absorb such a loss. If indices, such as the S&P 500, are used to comparison purposes, it should be noted such indices are significantly less volatile than the holdings of the funds listed. The performance data is a "net of all fees" reflecting the deduction of advisory fees, approximate deduction of trading costs, and any other client paid expenses. The performance data includes the reinvestment of capital gains. The publication of this performance data is in no way a solicitation or offer to sell securities or investment advisory services. The performance data may change as a result of being verified by a third party depending on the methodology used. The performance results described in these material shave not been audited, reviewed, or otherwise verified by any third party. The performance numbers reported are not strictly in accordance with Global Investment Performance Standards.

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