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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1014 | 1053 | 989 | 1022 | 1131 |
Fund Return | 2.31% | 1.39% | 5.28% | -0.37% | 0.44% | 1.24% |
Place in category | 1 | 9 | 38 | 6 | 44 | 37 |
% in Category | 1 | 9 | 33 | 6 | 43 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.02B | -0.58 | -2.50 | 1.72 | ||
DFA Short-Term Extended Quality I | 5.88B | 2.19 | 0.45 | 1.50 | ||
DFA Intermediate Govt Fixed-Income | 5.59B | -1.78 | -3.63 | 0.88 | ||
DFA Inflation-Protected Securities | 5.11B | 0.18 | -1.55 | 1.88 | ||
DFA One-Year Fixed-Income I | 4.6B | 2.38 | 1.96 | 1.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Bd Idx Admiral | 23.3B | -1.09 | -2.06 | 1.92 | ||
Vanguard Total Intl Bd Idx Institut | 12.83B | -1.09 | -2.01 | 1.96 | ||
PIMCO Foreign Bond (USD-Hedged) I | 9.73B | 0.76 | -0.32 | 3.13 | ||
DFA Two-Year Global Fixed-Income I | 4.57B | 2.28 | 1.33 | 1.20 | ||
AB Global Bond Advisor | 3.84B | -0.82 | -1.97 | 1.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 5.54507% | - | 6.74 | - | - | |
United States Treasury Notes 5.47007% | - | 4.81 | - | - | |
United States Treasury Notes 5.46907% | - | 3.66 | - | - | |
Mas Bill Bills 04/24 0.00000 | - | 1.31 | - | - | |
Europecas S.A. 0% | PTE563JM0025 | 1.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Buy |
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