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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 1011 | 1050 | 1094 | 1047 | 1153 |
Fund Return | 1.1% | 1.1% | 5.05% | 3.05% | 0.93% | 1.43% |
Place in category | 48 | 48 | 27 | 5 | 58 | 44 |
% in Category | 51 | 51 | 32 | 8 | 48 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.64B | 2.72 | 1.28 | 1.84 | ||
DFA Intermediate Govt Fixed-Income | 5.87B | 3.25 | 0.08 | 1.06 | ||
DFA Short-Term Extended Quality I | 5.61B | 1.21 | 3.42 | 1.81 | ||
DFA Inflation-Protected Securities | 4.97B | 4.39 | 0.07 | 2.54 | ||
DFA One-Year Fixed-Income I | 4.59B | 1.12 | 3.83 | 1.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Bd Idx Admiral | 23.69B | -0.20 | 1.06 | 1.67 | ||
Vanguard Total Intl Bd Idx Institut | 14.14B | -0.16 | 1.10 | 1.71 | ||
PIMCO Foreign Bond (USD-Hedged) I | 10.01B | 0.26 | 2.80 | 2.69 | ||
DFA Two-Year Global Fixed-Income I | 4.48B | 1.13 | 3.58 | 1.58 | ||
PIMCO Foreign Bond (USD-Hedged) P | 4.23B | 0.24 | 2.70 | 2.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.48496% | - | 5.45 | - | - | |
United States Treasury Notes 4.40996% | - | 4.34 | - | - | |
United Kingdom of Great Britain and Northern Ireland 0% | GB00BSGK7205 | 1.16 | - | - | |
United States Treasury Notes 4.40896% | - | 1.11 | - | - | |
United Kingdom of Great Britain and Northern Ireland 0% | GB00BSGKD222 | 1.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | BUY | BUY |
Summary | Buy | Buy | Neutral |
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