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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1002 | 1030 | 964 | 1087 | 1227 |
Fund Return | 1.39% | 0.18% | 2.96% | -1.22% | 1.68% | 2.07% |
Place in category | 28 | 64 | 51 | 42 | 40 | 17 |
% in Category | 21 | 39 | 36 | 34 | 31 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.85B | 0.61 | -0.84 | 1.57 | ||
DFA Five-Year Global Fixed-Income I | 9.37B | 0.40 | 1.73 | 1.34 | ||
DFA Intermediate Govt Fixed-Income | 5.93B | 0.65 | -2.14 | 0.73 | ||
DFA Short-Term Extended Quality I | 5.71B | 0.48 | 2.33 | 1.73 | ||
DFA One-Year Fixed-Income I | 4.65B | 0.44 | 3.30 | 1.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Inflation-Protected Secs A | 13.25B | 1.24 | -1.31 | 1.94 | ||
American Funds Inflation Linked R6 | 12.04B | 1.31 | -1.86 | 2.08 | ||
Vanguard Inflation-Protected Secs I | 10.74B | 1.31 | -1.27 | 1.96 | ||
Fidelity Inflation-Prot Bd Idx In | 9.07B | 1.24 | -1.23 | 1.97 | ||
PIMCO Real Return Instl | 5.3B | 2.59 | -2.11 | 2.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 2.5% | - | 9.81 | - | - | |
United States Treasury Bonds 3.875% | - | 9.74 | - | - | |
United States Treasury Notes 0.875% | - | 9.71 | - | - | |
United States Treasury Bonds 3.625% | - | 9.48 | - | - | |
United States Treasury Bonds 1.75% | - | 8.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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