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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 998 | 1010 | 937 | 944 | 1075 |
Fund Return | 0.65% | -0.19% | 1.02% | -2.14% | -1.14% | 0.73% |
Place in category | 31 | 206 | 193 | 159 | 147 | 58 |
% in Category | 13 | 81 | 88 | 80 | 74 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.9B | 0.61 | -0.84 | 1.57 | ||
DFA Five-Year Global Fixed-Income I | 9.4B | 0.40 | 1.73 | 1.34 | ||
DFA Short-Term Extended Quality I | 5.73B | 0.48 | 2.33 | 1.73 | ||
DFA Inflation-Protected Securities | 5.06B | 1.39 | -1.22 | 2.07 | ||
DFA One-Year Fixed-Income I | 4.65B | 0.44 | 3.30 | 1.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds US Government Sec R6 | 17.85B | 0.63 | -1.72 | 1.17 | ||
American Funds Mortgage R6 | 10.83B | 0.63 | -1.19 | 1.27 | ||
Vanguard GNMA Adm | 9.12B | 0.64 | -1.09 | 0.96 | ||
US31635V2575 | 6.39B | 0.69 | -2.16 | - | ||
Vanguard Interm-Term Treasury Adm | 6.12B | 0.56 | -1.06 | 1.02 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 4.5% | - | 5.96 | - | - | |
United States Treasury Bonds 5% | - | 5.82 | - | - | |
United States Treasury Bonds 4.75% | - | 5.61 | - | - | |
Federal Home Loan Banks 3.25% | - | 4.47 | - | - | |
United States Treasury Bonds 4.375% | - | 4.22 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Strong Buy | Strong Sell |
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