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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1013 | 1056 | 1068 | 1078 | 1150 |
Fund Return | 4.57% | 1.3% | 5.59% | 2.22% | 1.51% | 1.41% |
Place in category | 13 | 12 | 105 | 1 | 8 | 42 |
% in Category | 16 | 13 | 98 | 1 | 9 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.87B | 2.47 | -1.56 | 1.93 | ||
DFA Five-Year Global Fixed-Income I | 9.4B | 4.54 | 0.82 | 1.41 | ||
DFA Intermediate Govt Fixed-Income | 6B | 1.31 | -2.61 | 1.11 | ||
DFA Short-Term Extended Quality I | 5.7B | 4.71 | 1.50 | 1.72 | ||
DFA Inflation-Protected Securities | 5.01B | 3.25 | -1.63 | 2.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Bd Idx Admiral | 23.72B | 2.82 | -0.75 | 2.01 | ||
Vanguard Total Intl Bd Idx Institut | 13.82B | 2.85 | -0.71 | 2.06 | ||
PIMCO Foreign Bond (USD-Hedged) I | 10.42B | 3.66 | 0.86 | 3.00 | ||
DFA Five-Year Global Fixed-Income I | 9.4B | 4.54 | 0.82 | 1.41 | ||
PIMCO Foreign Bond (USD-Hedged) P | 4.04B | 3.57 | 0.76 | 2.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.76271% | - | 7.84 | - | - | |
United States Treasury Notes 4.71771% | - | 5.12 | - | - | |
United States Treasury Notes 4.83771% | - | 3.85 | - | - | |
United States Treasury Notes 4.76171% | - | 1.44 | - | - | |
Mas Bill Bills 10/24 0.00000 | - | 1.34 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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