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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1010 | 1057 | 1005 | 999 | 1208 |
Fund Return | 2.74% | 0.98% | 5.65% | 0.18% | -0.02% | 1.9% |
Place in category | 217 | 311 | 299 | 57 | 89 | 35 |
% in Category | 46 | 71 | 70 | 20 | 25 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Five-Year Global Fixed-Income I | 9.37B | 0.70 | 2.03 | 1.44 | ||
DFA Intermediate Govt Fixed-Income | 6.02B | 2.96 | -1.23 | 1.12 | ||
DFA Short-Term Extended Quality I | 5.72B | 0.84 | 2.65 | 1.81 | ||
DFA Inflation-Protected Securities | 5.11B | 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 Bond Market II Index | 165.8B | 2.69 | -0.44 | 1.45 | ||
Vanguard Total Bond Market II Idx I | 152.05B | 2.67 | -0.51 | 1.38 | ||
Vanguard Total Bond Market Index Ad | 101.31B | 2.75 | -0.43 | 1.48 | ||
Fidelity US Bond Index Instl Prem | 62.16B | 2.74 | -0.43 | 1.48 | ||
Baird Aggregate Bond Inst | 51.7B | 2.90 | 0.05 | 1.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.42572% | - | 1.50 | - | - | |
Federal National Mortgage Association 0.875% | - | 1.37 | - | - | |
United States Treasury Notes 4.44472% | - | 1.31 | - | - | |
United States Treasury Notes 4.48072% | - | 1.27 | - | - | |
United States Treasury Notes 4.52072% | - | 1.27 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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