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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 901 | 910 | 836 | 636 | 826 | 940 |
Fund Return | -9.89% | -9% | -16.35% | -14.01% | -3.76% | -0.62% |
Place in category | 150 | 150 | 151 | 141 | 136 | 99 |
% in Category | 96 | 96 | 98 | 100 | 100 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.03B | -1.98 | -2.79 | 1.70 | ||
DFA Five-Year Global Fixed-Income I | 9.27B | 1.81 | -0.47 | 1.26 | ||
DFA Short-Term Extended Quality I | 5.84B | 1.71 | 0.36 | 1.50 | ||
DFA Intermediate Govt Fixed-Income | 5.62B | -3.24 | -3.99 | 0.84 | ||
DFA Inflation-Protected Securities | 5.13B | -1.57 | -1.76 | 1.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Inflation-Protected Secs A | 13.57B | -1.72 | -1.68 | 1.81 | ||
Vanguard Inflation-Protected Secs I | 11.15B | -1.66 | -1.65 | 1.85 | ||
American Funds Inflation Linked R6 | 11.31B | -1.86 | -2.57 | 1.94 | ||
Fidelity Inflation-Prot Bd Idx In | 9.17B | -1.49 | -1.58 | 1.86 | ||
PIMCO Real Return Instl | 5.5B | -1.34 | -1.65 | 1.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 0.125% | - | 28.92 | - | - | |
United States Treasury Bonds 0.125% | - | 28.90 | - | - | |
United States Treasury Bonds 0.25% | - | 28.85 | - | - | |
United States Treasury Bonds 1.5% | - | 12.53 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | BUY | Strong Sell |
Summary | Strong Buy | Buy | Strong Sell |
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