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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 1011 | 1051 | 1093 | 1087 | 1166 |
Fund Return | 0.72% | 1.07% | 5.13% | 3.02% | 1.68% | 1.55% |
Place in category | 112 | 23 | 104 | 3 | 8 | 42 |
% in Category | 87 | 24 | 89 | 4 | 9 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.95B | 2.74 | 0.18 | 1.90 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Bd Idx Admiral | 23.69B | 0.96 | 0.68 | 1.85 | ||
Vanguard Total Intl Bd Idx Institut | 14.14B | 0.98 | 0.71 | 1.89 | ||
PIMCO Foreign Bond (USD-Hedged) I | 10.52B | 0.89 | 2.54 | 2.83 | ||
DFA Five-Year Global Fixed-Income I | 9.37B | 0.70 | 2.03 | 1.44 | ||
PIMCO Foreign Bond (USD-Hedged) P | 4.24B | 0.88 | 2.43 | 2.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.44572% | - | 7.75 | - | - | |
United States Treasury Notes 4.40072% | - | 5.17 | - | - | |
United States Treasury Notes 4.52072% | - | 3.69 | - | - | |
United States Treasury Notes 4.44472% | - | 1.46 | - | - | |
United Kingdom of Great Britain and Northern Ireland 0% | GB00BSGK0M17 | 1.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | BUY | Sell |
Summary | Buy | Buy | Sell |
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