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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 987 | 1030 | 996 | 1048 | - |
Fund Return | 3.05% | -1.26% | 3.05% | -0.13% | 0.95% | - |
Place in category | 25 | 5 | 25 | 14 | 14 | - |
% in Category | 7 | 3 | 7 | 4 | 5 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.8B | 1.81 | -1.80 | 1.81 | ||
DFA Five-Year Global Fixed-Income I | 9.36B | 5.37 | 1.09 | 1.46 | ||
DFA Intermediate Govt Fixed-Income | 5.9B | 0.46 | -2.99 | 0.94 | ||
DFA Short-Term Extended Quality I | 5.66B | 5.50 | 1.79 | 1.80 | ||
DFA Inflation-Protected Securities | 5.06B | 2.01 | -2.37 | 2.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.52B | 1.31 | -2.39 | 1.30 | ||
Vanguard Total Bond Market II Idx I | 148.93B | 1.24 | -2.46 | 1.23 | ||
Vanguard Total Bond Market Index Ad | 98.92B | 1.24 | -2.42 | 1.33 | ||
Fidelity US Bond Index Instl Prem | 60.36B | 1.34 | -2.38 | 1.33 | ||
Baird Aggregate Bond Inst | 50.28B | 1.85 | -2.07 | 1.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Intermediate Govt Fixed-Income I | - | 50.41 | - | - | |
DFA Two-Year Global Fixed-Income I | - | 30.85 | - | - | |
United States Treasury Notes 0.25% | - | 4.61 | - | - | |
United States Treasury Notes 0.125% | - | 4.61 | - | - | |
United States Treasury Notes 0.125% | - | 4.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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