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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1005 | 964 | 1005 | 913 | 965 | 1098 |
Fund Return | 0.46% | -3.56% | 0.46% | -2.99% | -0.72% | 0.94% |
Place in category | 170 | 211 | 170 | 180 | 100 | 36 |
% in Category | 80 | 88 | 80 | 85 | 54 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.71B | 1.81 | -1.80 | 1.81 | ||
DFA Five-Year Global Fixed-Income I | 9.35B | 5.37 | 1.09 | 1.46 | ||
DFA Short-Term Extended Quality I | 5.65B | 5.50 | 1.79 | 1.80 | ||
DFA Inflation-Protected Securities | 5B | 2.01 | -2.37 | 2.29 | ||
DFA Two-Year Global Fixed-Income I | 4.52B | 5.35 | 2.50 | 1.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds US Government Sec R6 | 17.3B | 1.03 | -2.34 | 1.32 | ||
American Funds Mortgage R6 | 10.61B | 0.98 | -1.77 | 1.34 | ||
Vanguard GNMA Adm | 9.14B | 1.16 | -1.68 | 0.97 | ||
US31635V2575 | 6.41B | 0.39 | -3.03 | - | ||
Vanguard Interm-Term Treasury Adm | 6.09B | 1.48 | -1.77 | 1.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 4.5% | - | 6.02 | - | - | |
United States Treasury Bonds 5% | - | 5.87 | - | - | |
United States Treasury Bonds 4.75% | - | 5.65 | - | - | |
Federal Home Loan Banks 3.25% | - | 4.37 | - | - | |
United States Treasury Bonds 4.375% | - | 4.27 | - | - |
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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