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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 1011 | 1052 | 1062 | 1037 | 1154 |
Fund Return | 0.7% | 1.1% | 5.15% | 2.03% | 0.74% | 1.44% |
Place in category | 116 | 22 | 101 | 15 | 28 | 46 |
% in Category | 93 | 21 | 85 | 16 | 25 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.93B | 2.74 | 0.18 | 1.90 | ||
DFA Intermediate Govt Fixed-Income | 6.02B | 2.96 | -1.23 | 1.12 | ||
DFA Short-Term Extended Quality I | 5.7B | 0.84 | 2.65 | 1.81 | ||
DFA Inflation-Protected Securities | 5.04B | 3.53 | -0.83 | 2.42 | ||
DFA One-Year Fixed-Income I | 4.64B | 0.77 | 3.48 | 1.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Bd Idx Admiral | 23.69B | 0.91 | 0.66 | 1.85 | ||
Vanguard Total Intl Bd Idx Institut | 14.14B | 0.95 | 0.70 | 1.89 | ||
PIMCO Foreign Bond (USD-Hedged) I | 10.61B | 0.89 | 2.54 | 2.83 | ||
DFA Two-Year Global Fixed-Income I | 4.51B | 0.72 | 3.02 | 1.55 | ||
PIMCO Foreign Bond (USD-Hedged) P | 4.28B | 0.88 | 2.43 | 2.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.48496% | - | 5.59 | - | - | |
United States Treasury Notes 4.40996% | - | 4.29 | - | - | |
United Kingdom of Great Britain and Northern Ireland 0% | GB00BSGK7205 | 1.13 | - | - | |
United States Treasury Notes 4.40896% | - | 1.10 | - | - | |
United Kingdom of Great Britain and Northern Ireland 0% | GB00BSGKD222 | 0.98 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | Strong Buy | Sell |
Summary | Buy | Strong Buy | Sell |
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