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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 997 | 1024 | 634 | 726 | 942 |
Fund Return | 7.58% | -0.32% | 2.38% | -14.1% | -6.21% | -0.59% |
Place in category | 1 | 149 | 145 | 139 | 130 | 107 |
% in Category | 1 | 99 | 96 | 100 | 100 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.93B | 2.74 | 0.18 | 1.90 | ||
DFA Five-Year Global Fixed-Income I | 9.36B | 0.70 | 2.03 | 1.44 | ||
DFA Intermediate Govt Fixed-Income | 6.01B | 2.96 | -1.23 | 1.12 | ||
DFA Short-Term Extended Quality I | 5.68B | 0.84 | 2.65 | 1.81 | ||
DFA Inflation-Protected Securities | 5.08B | 3.53 | -0.83 | 2.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Inflation-Protected Secs A | 13.6B | 3.46 | -0.84 | 2.30 | ||
American Funds Inflation Linked R6 | 11.93B | 3.39 | -1.43 | 2.42 | ||
Vanguard Inflation-Protected Secs I | 11.06B | 3.49 | -0.83 | 2.33 | ||
Fidelity Inflation-Prot Bd Idx In | 9.52B | 3.49 | -0.84 | 2.34 | ||
PIMCO Real Return Instl | 5.47B | 3.86 | -0.30 | 2.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 0.125% | - | 29.13 | - | - | |
United States Treasury Bonds 0.125% | - | 29.12 | - | - | |
United States Treasury Bonds 0.25% | - | 29.11 | - | - | |
United States Treasury Bonds 1.5% | - | 12.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Strong Sell |
Technical Indicators | BUY | Strong Buy | Strong Sell |
Summary | Buy | Buy | Strong Sell |
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